Profit Sharing · DOL Form 5500 · 2022

Carter Cox Jr., M.D. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
55th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan · Sponsored by Carter Cox Jr., M.D. · Louisiana · Healthcare & Social Assistance

$6M in assets, 4 participants

Carter Cox Jr., M.D.'s Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan reported $6M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #12,166 in Healthcare & Social Assistance (20,060 peers)

Carter Cox Jr., M.D. multi-year trail

Carter Cox Jr., M.D.'s plans moved -94.4% in assets from 2022 to 2024; this filing shows Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan at $6M / 4 participants.

#12,166
in Healthcare & Social Assistance (20,060 peers)
-18.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan vs every filed plan by assets

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

$6,136,681 Top 45% higher than 55% 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

Camilla a Carter Md & Carter Cox Jr Md Apc 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. Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 720720138 · Carter Cox Jr., M.D. PY 2022 · Profit Sharing

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan · $6M · 4 · 55th

  • SCH $6M
  • SCH 4
  • SCH 55th
  • SCH Profit Sharing
  • SCH near David Mckee, Inc. Pension Trust
  • SCH ind #12166

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 →

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan in the asset neighbourhood

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing PlanCamilla a Carter Md & Carter…$6MQuest Diagnostics Puerto Rico Defined Contribution PlanQuest Diagnostics Puerto Ric…$6MAllen M. Putterman Md Sc Profit Sharing Plan and TrustAllen M. Putterman Md Sc Pro…$6MDavid Mckee, Inc. Pension TrustDavid Mckee, Inc. Pension Tr…$6MBernard L. Markowitz, M.D., Amc Profit Sharing PlanBernard L. Markowitz, M.D., …$6M
End-of-year total assets ($M) among Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Carter Cox Jr., M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Carter Cox Jr., M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$343K 94.40707444300918% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.14M $0.34M ▼ -94.5%
Year Plans Participants Total Assets
2022 1 4 $6M
2023 1 4 $7M
2024 1 4 $343K

Carter Cox Jr., M.D. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN720720138
Plan Effective Date1972-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Louisiana

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

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000100020003000 01020304050 Total assets ($M) Participants Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan, Total assets ($M): 6.136681 · Participants: 4Camilla a Carter Md & Carter Cox Jr Md Apc 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
Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants
Compare Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan side-by-side with 3 peers →

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is David Mckee, Inc. Pension Trust in NY ($6M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan assets move in 2022? ▼
Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan declined sharply - down 18.1% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Carter Cox Jr., M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Cox Jr., M.D.'s sponsor-wide assets declined 94.4%, from $6M to $343K.
Which Profit Sharing plans are similar in size to Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is David Mckee, Inc. Pension Trust in NY ($6M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 720720138.

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.