Money Purchase · DOL Form 5500 · 2024

Arlene H Markowitz Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
37th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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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.

  • #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.

#6,573
in Healthcare & Social Assistance (16,916 peers)
+10.3%
assets growth YoY

Arlene H Markowitz Md Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Arlene H Markowitz Md Retirement Plan vs every filed plan by assets

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

$3,801,652 37th percentile higher than 37% 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

Arlene H Markowitz Md Retirement 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. Arlene H Markowitz Md Retirement Plan is a micro filing (2 participants), the leftmost band.

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133918862 · Arlene H Markowitz PY 2024 · Money Purchase

Arlene H Markowitz Md Retirement Plan · $4M · 2 · 37th

  • BOOK $4M
  • BOOK 2
  • BOOK 37th
  • BOOK Money Purchase
  • BOOK near Ohio Nurses Association Retirement Program
  • BOOK ind #6573

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 New York →

Arlene H Markowitz Md Retirement Plan in the asset neighbourhood

The Child and Family Guidance Center, Inc. Money Purchase PlanThe Child and Family Guidanc…$4MPro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and TrustPro Serve Corporation of Sar…$4MArlene H Markowitz Md Retirement PlanArlene H Markowitz Md Retire…$4MOhio Nurses Association Retirement ProgramOhio Nurses Association Reti…$4MEmployee Benefits Plan of Whittier Street Health Center Committee, Inc.Employee Benefits Plan of Wh…$4M
End-of-year total assets ($M) among Arlene H Markowitz Md Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Arlene H Markowitz multi-year asset trail

Sponsor-wide plan assets over time

All Arlene H Markowitz plans reported in each filing year

Latest sponsor-wide plan assets
$4M 13.56018374417286% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.35M $3.8M ▲ +13.4%
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 EIN133918862
Plan Effective Date1991-12-31
Filing StatusFILING 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 Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Arlene H Markowitz Md Retirement Plan, Total assets ($B): 0.003801652 · Participants: 2Arlene H Markowitz Md Retirement PlanTiaa 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
Arlene H Markowitz Md Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Arlene H Markowitz Md Retirement Plan side-by-side with 3 peers →

Arlene H Markowitz Md Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Ohio Nurses Association Retirement Program in OH ($4M); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Arlene H Markowitz Md Retirement Plan assets move in 2024? ▼
Arlene H Markowitz Md Retirement Plan grew at a solid clip - up 10.3% during 2024, from $3M to $4M. Reported net income was $356K.
How have Arlene H Markowitz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arlene H Markowitz's sponsor-wide assets grew 13.6%, from $3M to $4M.
Which Money Purchase plans are similar in size to Arlene H Markowitz Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ohio Nurses Association Retirement Program in OH ($4M, 58 participants).
Which Money Purchase plans cover a similar participant headcount to Arlene H Markowitz Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 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 133918862.

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.