Money Purchase · DOL Form 5500 · 2024
Arlene H Markowitz Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 2
- Participants
- 37th
- Percentile by assets
- $1.9M
- Avg per participant
Official DOL plan name: Arlene H Markowitz Md Retirement Plan · Sponsored by Arlene H Markowitz · New York · Healthcare & Social Assistance
$4M in assets, 2 participants
Arlene H Markowitz's Arlene H Markowitz Md Retirement Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- 37th percentile by assets (of 123,622 plans)
- #6,573 in Healthcare & Social Assistance (16,916 peers)
Arlene H Markowitz multi-year trail
Arlene H Markowitz's plans moved +13.6% in assets from 2022 to 2024; this filing shows Arlene H Markowitz Md Retirement Plan at $4M / 2 participants.
- $4M
- total plan assets (2024 EOY)
- 2
- covered participants
- 37th
- percentile by assets (of 123,622 plans)
- $1.9M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Arlene H Markowitz Md Retirement Plan reported net income rose from $98K in the plan year 2023 filing to $356K in the plan year 2024 filing.
- Arlene H Markowitz Md Retirement Plan reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Arlene H Markowitz Md Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Arlene H Markowitz across 3 plan years on file
Across the 3 plan years Arlene H Markowitz has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 13.6%, while reported participants moved from 1 to 2 (+100.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).
Arlene H Markowitz multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 2 | $4M |
Arlene H Markowitz filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $356K |
| Employer EIN | 133918862 |
| Plan Effective Date | 1991-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Arlene H Markowitz Md Retirement Plan 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 Arlene H Markowitz Md Retirement Plan by total assets, not by location.
- Ohio Nurses Association Retirement Program (OH) $4M · 58
- Employee Benefits Plan of Whittier Street Health Center Committee, Inc. (MA) $4M · 200
- The Child and Family Guidance Center, Inc. Money Purchase Plan (CT) $4M · 82
- Pro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and Trust (FL) $4M · 3
Frequently Asked Questions
How did Arlene H Markowitz Md Retirement Plan assets move in 2024? ▼
How have Arlene H Markowitz plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Arlene H Markowitz Md Retirement Plan? ▼
Next read for Arlene H Markowitz Md Retirement Plan
Multi-year trail
Ways to act on Arlene H Markowitz Md Retirement Plan's numbers.
- By total assets, Arlene H Markowitz Md Retirement Plan 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
- Arlene H Markowitz's sponsor-wide assets have grown 13.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans