Money Purchase · DOL Form 5500 · 2024

Carl Marks Advisory Group, LLC Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
43rd
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Carl Marks Advisory Group, LLC Retirement Trust · Sponsored by Carl Marks Advisory Group, LLC · New York · Finance & Insurance

$5M in assets, 3 participants

Carl Marks Advisory Group, LLC's Carl Marks Advisory Group, LLC Retirement Trust reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,470 in Finance & Insurance (8,549 peers)

Carl Marks Advisory Group, LLC multi-year trail

Carl Marks Advisory Group, LLC's plans moved +14.0% in assets from 2022 to 2024; this filing shows Carl Marks Advisory Group, LLC Retirement Trust at $5M / 3 participants.

#2,470
in Finance & Insurance (8,549 peers)
+6.2%
assets growth YoY

Carl Marks Advisory Group, LLC Retirement Trust's mid-pack asset rank among Finance & Insurance and all filers

Carl Marks Advisory Group, LLC Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,228,509 43rd percentile higher than 43% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Carl Marks Advisory Group, LLC Retirement Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carl Marks Advisory Group, LLC Retirement Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carl Marks Advisory Group, LLC Retirement Trust reported net income fell from $336K in the plan year 2023 filing to $306K in the plan year 2024 filing.
  • Carl Marks Advisory Group, LLC Retirement Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133973576 · Carl Marks Advisory Group, LLC PY 2024 · Money Purchase

Carl Marks Advisory Group, LLC Retirement Trust · $5M · 3 · 43rd

  • 5500 $5M
  • 5500 3
  • 5500 43rd
  • 5500 Money Purchase
  • 5500 near Jewish Federation Council of Greater Los Angeles Defined Contribution Plan
  • 5500 ind #2470

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 Finance & Insurance retirement plans → · Plans in New York →

Carl Marks Advisory Group, LLC Retirement Trust in the asset neighbourhood

American Airlines, Inc. Non-Pilot Variable PlanAmerican Airlines, Inc. Non-…$5MJewish Federation Council of Greater Los Angeles Defined Contribution PlanJewish Federation Council of…$5MCarl Marks Advisory Group, LLC Retirement TrustCarl Marks Advisory Group, L…$5MMassgenics Incorporated Pension PlanMassgenics Incorporated Pens…$5MGuardian Angels Employer Sponsored PlanGuardian Angels Employer Spo…$5M
End-of-year total assets ($M) among Carl Marks Advisory Group, LLC Retirement Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Carl Marks Advisory Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carl Marks Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 14.000159166057074% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M$5.4M 202220232024 $4.59M $5.23M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 3 $5M
2024 1 3 $5M

Carl Marks Advisory Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$306K
Employer EIN133973576
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Carl Marks Advisory Group, LLC Retirement Trust vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Carl Marks Advisory Group, LLC Retirement Trust, Total assets ($B): 0.005228509 · Participants: 3Carl Marks Advisory Group, LLC Retirement TrustTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Carl Marks Advisory Group, LLC Retirement Trust vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Carl Marks Advisory Group, LLC Retirement Trust side-by-side with 3 peers →

Carl Marks Advisory Group, LLC Retirement Trust's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Jewish Federation Council of Greater Los Angeles Defined Contribution Plan in CA ($5M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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.

Frequently Asked Questions

How did Carl Marks Advisory Group, LLC Retirement Trust assets move in 2024? ▼
Carl Marks Advisory Group, LLC Retirement Trust grew at a solid clip - up 6.2% during 2024, from $5M to $5M. Reported net income was $306K.
How have Carl Marks Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carl Marks Advisory Group, LLC's sponsor-wide assets grew 14.0%, from $5M to $5M.
Which Money Purchase plans are similar in size to Carl Marks Advisory Group, LLC Retirement Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Jewish Federation Council of Greater Los Angeles Defined Contribution Plan in CA ($5M, 83 participants).
Which Money Purchase plans cover a similar participant headcount to Carl Marks Advisory Group, LLC Retirement Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133973576.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.