Defined Benefit (Pension) · DOL Form 5500 · 2024
Mark Polan, a Professional Law Corporation Pension Plan
Data updated 2026-08-25
- $432K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $143,891
- Avg per participant Near avg balance/head
Official DOL plan name: Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan · Sponsored by Mark Polan, a Professional Law Corporation · California · Professional & Technical Services
$432K in assets, 3 participants
Mark Polan, a Professional Law Corporation's Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan reported $432K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #2,562 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan holds $432K for 3 participants - about $143,891 per participant, among the smaller plans by assets on file.
- #2,562
- in Professional & Technical Services (20,173 peers)
- -5.5%
- assets change YoY
The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan among the smaller filed plans by assets
Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$431,673 17th percentile higher than 17% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mark Polan, a Professional Law Corporation Defined Benefit Pension 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 Polan, a Professional Law Corporation Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan reported net income fell from $49K in the plan year 2023 filing to -$25K in the plan year 2024 filing.
- Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan end-of-year assets fell from $457K in the plan year 2023 filing to $432K in the plan year 2024 filing.
DOL schedule card
Filing strip 954204453 · Mark Polan, a Professional Law Corporation PY 2024 · Defined Benefit (Pension)
Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan · $432K · 3 · 17th
- ASSETS $432K
- PCT 3
- EIN 17th
- RANK Defined Benefit (Pension)
- PHOTO near Ufcw Local 174 Commercial Pension Fund
- IND ind #2562
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 Professional & Technical Services retirement plans → · Plans in California →
Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $457K |
|---|---|
| Net Assets (End of Year) | $432K |
| Net Income | -$25K |
| Employer EIN | 954204453 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mark Polan, a Professional Law Corporation)
Sponsor-wide plan assets over time
All Mark Polan, a Professional Law Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $432K 5.882396226553934% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $408K |
| 2023 | 1 | 3 | $457K |
| 2024 | 1 | 3 | $432K |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Ufcw Local 174 Commercial Pension Fund in PA ($429K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($432K here).
- Ufcw Local 174 Commercial Pension Fund (PA) $429K · N/A
- Pension Plan and Trust for Union Employees (OH) $429K · 18
- Laing Companies Cash Balance Plan (OR) $437K · 110
- Gel Spice Co., Inc. Union Pension Plan (NJ) $423K · N/A
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.