Profit Sharing · DOL Form 5500 · 2024

Mark Kaufman Dds Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Mark Kaufman Pension and Profit Sharing Plan · Sponsored by Mark Kaufman Dds · New York · Healthcare & Social Assistance

$3M in assets, 1 participants

Mark Kaufman Dds's Mark Kaufman Pension and Profit Sharing Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,522 in Healthcare & Social Assistance (16,916 peers)

Mark Kaufman Dds multi-year trail

Mark Kaufman Dds's plans moved +22.3% in assets from 2022 to 2024; this filing shows Mark Kaufman Pension and Profit Sharing Plan at $3M / 1 participant.

#5,522
in Healthcare & Social Assistance (16,916 peers)
-4.0%
assets change YoY

The plan reported a net loss of $113K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mark Kaufman Pension and Profit Sharing Plan among the smaller filed plans by assets

Mark Kaufman Pension and Profit Sharing Plan vs every filed plan by assets

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

$2,732,217 33rd percentile higher than 33% 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

Mark Kaufman Pension and 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 Kaufman Pension and 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 Kaufman Pension and Profit Sharing Plan reported net income fell from $610K in the plan year 2023 filing to -$113K in the plan year 2024 filing.
  • Mark Kaufman Pension and Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 113157207 · Mark Kaufman Dds PY 2024 · Profit Sharing

Mark Kaufman Pension and Profit Sharing Plan · $3M · 1 · 33rd

  • EOY $3M
  • 5500 1
  • ASSETS 33rd
  • PCT Profit Sharing
  • EIN near Srbk Investments Inc. Retirement Plan
  • RANK ind #5522

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 →

Mark Kaufman Pension and Profit Sharing Plan in the asset neighbourhood

Fourslide Industries Incorporated Profit Sharing PlanFourslide Industries Incorpo…$3MMark Kaufman Pension and Profit Sharing PlanMark Kaufman Pension and Pro…$3MSrbk Investments Inc. Retirement PlanSrbk Investments Inc. Retire…$3MKevin O'brien, M.D. Profit Sharing PlanKevin O'brien, M.D. Profit S…$3MNational Artists Corporation Profit Sharing Plan and TrustNational Artists Corporation…$3M
End-of-year total assets ($M) among Mark Kaufman Pension and Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Mark Kaufman Dds multi-year asset trail

Sponsor-wide plan assets over time

All Mark Kaufman Dds plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.273105633424628% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.23M $2.73M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $3M
2024 1 1 $3M

Mark Kaufman Dds filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$113K
Employer EIN113157207
Plan Effective Date1992-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mark Kaufman Pension and Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Mark Kaufman Pension and Profit Sharing Plan, Total assets ($B): 0.002732217 · Participants: 1Mark Kaufman Pension and Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Mark Kaufman Pension and Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Mark Kaufman Pension and Profit Sharing Plan side-by-side with 3 peers →

Mark Kaufman Pension and Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Srbk Investments Inc. Retirement Plan in NJ ($3M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Mark Kaufman Pension and Profit Sharing Plan assets move in 2024? ▼
Mark Kaufman Pension and Profit Sharing Plan edged down modestly - down 4.0% during 2024, from $3M to $3M. Reported net income was -$113K.
How have Mark Kaufman Dds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark Kaufman Dds's sponsor-wide assets grew 22.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Mark Kaufman Pension and Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Srbk Investments Inc. Retirement Plan in NJ ($3M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Mark Kaufman Pension and Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 113157207.

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.