Money Purchase · DOL Form 5500 · 2022

Cbd Docusource Money Purchase Plan

Data updated 2026-08-11

$1M
Total assets
6
Participants
27th
Percentile by assets
$195,458
Avg per participant
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Official DOL plan name: Cbd Docusource Profit Sharing Plan · Sponsored by Cbd Docusource · Louisiana · Administrative & Support Services

$1M in assets, 6 participants

Cbd Docusource's Cbd Docusource Profit Sharing Plan reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • 27th percentile by assets (of 139,126 plans)
  • #2,433 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Cbd Docusource Profit Sharing Plan ranks #2,433 of 4,927 2022 filers by assets (2460% of the sector average)-$1M for 6 participants.

$1M
total plan assets (2022 EOY)
6
covered participants
27th
percentile by assets (of 139,126 plans)
$195,458
avg assets per participant

The plan reported a net loss of $129K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rank #2,433 in Administrative & Support Services

Among 4,927 Administrative & Support Services plans that filed a Form 5500 for plan year 2022, Cbd Docusource Profit Sharing Plan ranks #2,433 by end-of-year assets - about 2460% of the sector average of $29M. Nationally it sits in the 27th percentile, a stronger position within its industry than across all filers.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$129K
Employer EIN721228383
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cbd Docusource)

$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.17M $1.27M ▲ +8.5%
Total plan assets by year, all Cbd Docusource plans on file
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 6 $1M

Nearby Money Purchase Plans in Louisiana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Cbd Docusource Profit Sharing Plan vs. nearby Money Purchase plans in Louisiana, assets vs. participants

Cbd Docusource Profit Sharing Plan vs. nearby Money Purchase plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 2468101214 0123456 Total assets ($M) Participants Cbd Docusource Profi…Atlas Retirement PlanUnit Design Inc. MpRay L VaughnHylton S Petit Jr Mo…Troy R Keller Aplc P…
Cbd Docusource Profit Sharing Plan vs. nearby Money Purchase plans in Louisiana, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Cbd Docusource Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Cbd Docusource Profit Sharing Plan assets move in 2022?
Cbd Docusource Profit Sharing Plan pulled back noticeably - down 9.9% during 2022, from $1M to $1M. Reported net income was -$129K.
How have Cbd Docusource plan assets changed over time?
Across 3 plan years on file (2022-2024), Cbd Docusource's sponsor-wide assets grew 8.6%, from $1M to $1M.
Which Money Purchase plans are similar in size to Cbd Docusource Profit Sharing Plan?
Among Money Purchase plans in other states, the closest by assets is Nsi, Inc. Pension Plan in NJ ($1M, 2 participants).

Filing takeaways

Ways to act on Cbd Docusource Profit Sharing Plan's numbers.