Money Purchase · DOL Form 5500 · 2024
Carl Marks Advisory Group, LLC Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 3
- Participants
- 43rd
- Percentile by assets
- $1.7M
- Avg per participant
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.
- 43rd percentile by assets (of 123,622 plans)
- #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.
- $5M
- total plan assets (2024 EOY)
- 3
- covered participants
- 43rd
- percentile by assets (of 123,622 plans)
- $1.7M
- avg assets per participant
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.
Carl Marks Advisory Group, LLC across 3 plan years on file
Across the 3 plan years Carl Marks Advisory Group, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $5M, a gain of 14.0%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($5M).
Carl Marks Advisory Group, LLC multi-year asset trail
| 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 EIN | 133973576 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Carl Marks Advisory Group, LLC Retirement Trust by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Carl Marks Advisory Group, LLC Retirement Trust's numbers.
- By total assets, Carl Marks Advisory Group, LLC Retirement Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Carl Marks Advisory Group, LLC's sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Finance & Insurance plans