Money Purchase · DOL Form 5500 · 2022
Cbd Docusource Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $195,458
- Avg per participant Above avg balance/head
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.
- #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.
- #2,433
- in Administrative & Support Services (4,927 peers)
- -9.9%
- assets change YoY
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.
Cbd Docusource Profit Sharing Plan among the smaller filed plans by assets
Cbd Docusource Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,172,748 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cbd Docusource 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. Cbd Docusource Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 721228383 · Cbd Docusource PY 2022 · Money Purchase
Cbd Docusource Profit Sharing Plan · $1M · 6 · 27th
- SCH $1M
- SCH 6
- SCH 27th
- SCH Money Purchase
- SCH near Nsi, Inc. Pension Plan
- SCH ind #2433
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 Administrative & Support Services retirement plans → · Plans in Louisiana →
Cbd Docusource Profit Sharing Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$129K |
| Employer EIN | 721228383 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cbd Docusource)
Sponsor-wide plan assets over time
All Cbd Docusource plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 8.60781685408971% vs 2022
- 2024 filing year
| 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.
- Atlas Retirement Plan $5M · 12
- Unit Design Inc. Mp $2M · 5
- Ray L Vaughn $2M · 5
- Hylton S Petit Jr Money Purchase Plan $2M · 3
- Troy R Keller Aplc Profit Sharing Plan $1M · 3
Cbd Docusource Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside Louisiana, the nearest Money Purchase by assets is Nsi, Inc. Pension Plan in NJ ($1M); by covered participants it is Thomas D Sharp Dmd Money Purchase Plan in AL (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); 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.