401(k) · DOL Form 5500 · 2024
Mark B, Winnick, D.D.S., P.a. 401(k) Plan
Data updated 2026-08-25
- $150K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $149,774
- Avg per participant Above avg balance/head
Official DOL plan name: Mark B. Winnick, D.D.S., P.a. Amended and Restated 401(k) Profit Sharing Plan · Sponsored by Mark B, Winnick, D.D.S., P.a. · Maryland · Healthcare & Social Assistance
$150K in assets, 1 participants
Mark B, Winnick, D.D.S., P.a.'s Mark B. Winnick, D.D.S., P.a. Amended and Restated 401(k) Profit Sharing Plan reported $150K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 8th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #995 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Mark B. Winnick, D.D.S., P.a. Amended and Restated 401(k) Profit Sharing Plan holds $150K for 1 participant - about $149,774 per participant, among the smaller plans by assets on file.
- #995
- in Healthcare & Social Assistance (16,916 peers)
- -5.4%
- assets change YoY
The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mark B. Winnick, D.D.S., P.a. Amended and Restated 401(k) Profit Sharing Plan among the smaller filed plans by assets
Mark B. Winnick, D.D.S., P.a. Amended and Restated 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$149,774 8th percentile higher than 8% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mark B. Winnick, D.D.S., P.a. Amended and Restated 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark B. Winnick, D.D.S., P.a. Amended and Restated 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mark B. Winnick, D.D.S., P.a. Amended and Restated 401(k) Profit Sharing Plan reported net income fell from -$5K in the plan year 2023 filing to -$8K in the plan year 2024 filing.
- Mark B. Winnick, D.D.S., P.a. Amended and Restated 401(k) Profit Sharing Plan end-of-year assets fell from $158K in the plan year 2023 filing to $150K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 521006213 · Mark B, Winnick, D.D.S., P.a. PY 2024 · 401(k)
Mark B. Winnick, D.D.S., P.a. Amended and Restated 401(k) Profit Sharing Plan · $150K · 1 · 8th
- NET $150K
- NET 1
- NET 8th
- NET 401(k)
- NET near Imac Hospitality Group, Inc. 401(k) Plan
- NET ind #995
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Maryland →
Mark B. Winnick, D.D.S., P.a. Amended and Restated 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $158K |
|---|---|
| Net Assets (End of Year) | $144K |
| Net Income | -$8K |
| Employer EIN | 521006213 |
| Plan Effective Date | 1974-11-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mark B, Winnick, D.D.S., P.a.)
Sponsor-wide plan assets over time
All Mark B, Winnick, D.D.S., P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $150K 8.02608631573776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $163K |
| 2023 | 1 | 1 | $158K |
| 2024 | 1 | 1 | $150K |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Mark B. Winnick, D.D.S., P.a. Amended and Restated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Imac Hospitality Group, Inc. 401(k) Plan in NY ($150K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.