How big is Margel Wealth Management's plan?

Margel Wealth Management's plan reported $3.8M in assets and 2 participants for 2025.

Original filing (PDF)20260218105425NAL0008115072001

Margel Wealth Management

Name: Margel Wealth Management — Margel Wealth Management, Form 5500 (2025)
Creator: Margel Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Margel Wealth Management Profit Sharing Plan

401(k) retirement plan · Margel Wealth Management's Margel Wealth Management Profit Sharing Plan held $3.8M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Ralph S. Margel signed Margel Wealth Management's 2025 Form 5500 as plan administrator.

Ralph S. Margel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Margel Wealth Management's EIN is 22-3322980.

EIN 22-3322980

Plan number 001

Plan year 2025

ACK ID 20260218105425NAL0008115072001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Margel Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Margel Wealth Management's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARGEL WEALTH MANAGEMENT.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

MARGEL WEALTH MANAGEMENT

EIN

all filings

Address

28 FARVIEW TERRACE · PARAMUS, NJ · 07652

Phone

(201) 843-0088

Industry

Finance & Insurance

Plan administrator