Profit Sharing · DOL Form 5500 · 2022

C. Jeffrey Carlson, M.D. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
44th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: C. Jeffrey Carlson, M.D. Profit Sharing Plan · Sponsored by C. Jeffrey Carlson, M.D. · California · Healthcare & Social Assistance

$4M in assets, 2 participants

C. Jeffrey Carlson, M.D.'s C. Jeffrey Carlson, M.D. Profit Sharing Plan reported $4M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,778 in Healthcare & Social Assistance (20,060 peers)

C. Jeffrey Carlson, M.D. multi-year trail

C. Jeffrey Carlson, M.D.'s plans moved +22.5% in assets from 2022 to 2024; this filing shows C. Jeffrey Carlson, M.D. Profit Sharing Plan at $4M / 2 participants.

#9,778
in Healthcare & Social Assistance (20,060 peers)
-19.2%
assets change YoY

The plan reported a net loss of $868K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C. Jeffrey Carlson, M.D. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

C. Jeffrey Carlson, M.D. Profit Sharing Plan vs every filed plan by assets

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

$3,649,210 44th percentile higher than 44% 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

C. Jeffrey Carlson, M.D. 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. C. Jeffrey Carlson, M.D. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 942855300 · C. Jeffrey Carlson, M.D. PY 2022 · Profit Sharing

C. Jeffrey Carlson, M.D. Profit Sharing Plan · $4M · 2 · 44th

  • EBSA $4M
  • PART 2
  • TYPE 44th
  • NET Profit Sharing
  • BOOK near Kraynak's Inc Profit Sharing Plan
  • VS-ST ind #9778

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 California →

C. Jeffrey Carlson, M.D. Profit Sharing Plan in the asset neighbourhood

C. Jeffrey Carlson, M.D. Profit Sharing PlanC. Jeffrey Carlson, M.D. Pro…$4MKraynak's Inc Profit Sharing PlanKraynak's Inc Profit Sharing…$4MBrighter Choice Charter Schools for Girls 403(b) Retirement PlanBrighter Choice Charter Scho…$4MEmployee Benefit Plan of Legal Services of the Hudson ValleyEmployee Benefit Plan of Leg…$4MItaly American Construction Co. Employees Ps PlanItaly American Construction …$4M
End-of-year total assets ($M) among C. Jeffrey Carlson, M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

C. Jeffrey Carlson, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All C. Jeffrey Carlson, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.536302377774916% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.65M $4.47M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 3 $4M

C. Jeffrey Carlson, M.D. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$868K
Employer EIN942855300
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

C. Jeffrey Carlson, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants C. Jeffrey Carlson, M.D. Profit Sharing Plan, Total assets ($B): 0.00364921 · Participants: 2C. Jeffrey Carlson, M.D. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
C. Jeffrey Carlson, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare C. Jeffrey Carlson, M.D. Profit Sharing Plan side-by-side with 3 peers →

C. Jeffrey Carlson, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Kraynak's Inc Profit Sharing Plan in PA ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 C. Jeffrey Carlson, M.D. Profit Sharing Plan assets move in 2022? ▼
C. Jeffrey Carlson, M.D. Profit Sharing Plan declined sharply - down 19.2% during 2022, from $5M to $4M. Reported net income was -$868K.
How have C. Jeffrey Carlson, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C. Jeffrey Carlson, M.D.'s sponsor-wide assets grew 22.5%, from $4M to $4M.
Which Profit Sharing plans are similar in size to C. Jeffrey Carlson, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kraynak's Inc Profit Sharing Plan in PA ($4M, 66 participants).
Which Profit Sharing plans cover a similar participant headcount to C. Jeffrey Carlson, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 942855300.

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.