Profit Sharing · DOL Form 5500 · 2022

F. Spence Willis, Jr., M.D., Apmc Willis, Jr. Profit Sharing Plan

Data updated 2026-08-25

$656K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$655,759
Avg per participant High balance/head
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Official DOL plan name: F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan · Sponsored by F. Spence Willis, Jr., M.D., Apmc Willis, Jr. · Louisiana · Healthcare & Social Assistance

$656K in assets, 1 participants

F. Spence Willis, Jr., M.D., Apmc Willis, Jr.'s F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan reported $656K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,427 in Healthcare & Social Assistance (20,060 peers)

F. Spence Willis, Jr., M.D., Apmc Willis, Jr. multi-year trail

F. Spence Willis, Jr., M.D., Apmc Willis, Jr.'s plans moved -11.4% in assets from 2022 to 2023; this filing shows F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan at $656K / 1 participant.

#3,427
in Healthcare & Social Assistance (20,060 peers)
-47.7%
assets change YoY

The plan reported a net loss of $598K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan among the smaller filed plans by assets

F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$655,759 21st percentile higher than 21% of 139,123 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 2022

F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 721252955 · F. Spence Willis, Jr., M.D., Apmc Willis, Jr. PY 2022 · Profit Sharing

F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan · $656K · 1 · 21st

  • ASSETS $656K
  • PCT 1
  • EIN 21st
  • RANK Profit Sharing
  • PHOTO near Jj Alvarez & Associates, Inc. Retirement Plan
  • IND ind #3427

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 Louisiana →

F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan in the asset neighbourhood

F. Spence Willis Jr, Md, Apmc, Profit Sharing PlanF. Spence Willis Jr, Md, Apm…$656KJj Alvarez & Associates, Inc. Retirement PlanJj Alvarez & Associates, Inc…$656KSelf Employed Retirement Plan for Thomas LeaseSelf Employed Retirement Pla…$656KGebhardt Education Group at Prestmont Inc. Retirement PlanGebhardt Education Group at …$656KPedro M Arguello Md PA Profit Sharing Plan and TrustPedro M Arguello Md PA Profi…$655K
End-of-year total assets ($M) among F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

F. Spence Willis, Jr., M.D., Apmc Willis, Jr. multi-year asset trail

Sponsor-wide plan assets over time

All F. Spence Willis, Jr., M.D., Apmc Willis, Jr. plans reported in each filing year

Latest sponsor-wide plan assets
$689K 11.403689315392729% vs 2022
2023 filing year
$0.65M$0.7M$0.75M$0.8M 20222023 $0.78M $0.69M ▼ -11.5%
Year Plans Participants Total Assets
2022 2 3 $777K
2023 1 1 $689K

F. Spence Willis, Jr., M.D., Apmc Willis, Jr. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$650K
Net Income-$598K
Employer EIN721252955
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Louisiana

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

F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1001020304050 Total assets ($M) Participants F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan, Total assets ($M): 0.655759 · Participants: 1F. Spence Willis Jr, Md, Apmc, Profit Sharing PlanTaylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan, Total assets ($M): 44.269792 · Participants: 96Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing PlanLake Charles Memorial Health System Retirement Plan, Total assets ($M): 39.720799 · Participants: 2465Lake Charles Memorial Health System Retirement PlanDillard University 403(b) DC Plan, Total assets ($M): 15.708679 · Participants: 327Dillard University 403(b) DC PlanPlumbers & Steamfitters Local 141 Annuity Plan, Total assets ($M): 10.08815 · Participants: 656Plumbers & Steamfitters Local 141 Annuity PlanCollegiate Academies 403(b) Plan, Total assets ($M): 8.484268 · Participants: 504Collegiate Academies 403(b) Plan
F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants
Compare F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan side-by-side with 3 peers →

F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is Jj Alvarez & Associates, Inc. Retirement Plan in PR ($656K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan assets move in 2022? ▼
F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan contracted severely - down 47.7% during 2022, from $1M to $656K. Reported net income was -$598K.
How have F. Spence Willis, Jr., M.D., Apmc Willis, Jr. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), F. Spence Willis, Jr., M.D., Apmc Willis, Jr.'s sponsor-wide assets declined 11.4%, from $777K to $689K.
Where does F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan rank by assets among Form 5500 filers? ▼
F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jj Alvarez & Associates, Inc. Retirement Plan in PR ($656K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to F. Spence Willis Jr, Md, Apmc, Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 721252955.

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.