Profit Sharing · DOL Form 5500 · 2022

Duncan C. Ramsey, III Md Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
42nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Duncan C. Ramsey, III Md Profit Sharing Plan & Trust · Sponsored by Duncan C. Ramsey, III Md · Texas · Healthcare & Social Assistance

$3M in assets, 3 participants

Duncan C. Ramsey, III Md's Duncan C. Ramsey, III Md Profit Sharing Plan & Trust reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,262 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Duncan C. Ramsey, III Md Profit Sharing Plan & Trust pulled back noticeably 11.6% in 2022 ($4M → $3M) for 3 participants.

#9,262
in Healthcare & Social Assistance (20,060 peers)
-11.6%
assets change YoY

The plan reported a net loss of $426K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Duncan C. Ramsey, III Md Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Duncan C. Ramsey, III Md Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,263,929 42nd percentile higher than 42% 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

Duncan C. Ramsey, III Md Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duncan C. Ramsey, III Md Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 752034794 · Duncan C. Ramsey, III Md PY 2022 · Profit Sharing

Duncan C. Ramsey, III Md Profit Sharing Plan & Trust · $3M · 3 · 42nd

  • IND $3M
  • IND 3
  • IND 42nd
  • IND Profit Sharing
  • IND near Glazer & Associates PC Profit Sharing Plan
  • IND ind #9262

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 Texas →

Duncan C. Ramsey, III Md Profit Sharing Plan & Trust in the asset neighbourhood

Duncan C. Ramsey, III Md Profit Sharing Plan & TrustDuncan C. Ramsey, III Md Pro…$3MGlazer & Associates PC Profit Sharing PlanGlazer & Associates PC Profi…$3MRobert G. Panagulias Profit Sharing PlanRobert G. Panagulias Profit …$3MB Lab 403b Retirement Plan$3MCoastal Timbers Inc. Profit Sharing PlanCoastal Timbers Inc. Profit …$3M
End-of-year total assets ($M) among Duncan C. Ramsey, III Md Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Duncan C. Ramsey, III Md years around the 2022 move

Sponsor-wide plan assets over time

All Duncan C. Ramsey, III Md plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.26M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $4M
2024 1 3 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$426K
Employer EIN752034794
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Duncan C. Ramsey, III Md Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Duncan C. Ramsey, III Md Profit Sharing Plan & Trust, Total assets ($B): 0.003263929 · Participants: 3Duncan C. Ramsey, III Md Profit Sharing Plan & TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Duncan C. Ramsey, III Md Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants

Duncan C. Ramsey, III Md Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Glazer & Associates PC Profit Sharing Plan in OR ($3M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Duncan C. Ramsey, III Md Profit Sharing Plan & Trust assets move in 2022?
Duncan C. Ramsey, III Md Profit Sharing Plan & Trust pulled back noticeably - down 11.6% during 2022, from $4M to $3M. Reported net income was -$426K.
Which Profit Sharing plans are similar in size to Duncan C. Ramsey, III Md Profit Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by assets is Glazer & Associates PC Profit Sharing Plan in OR ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Duncan C. Ramsey, III Md Profit Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).