Profit Sharing · DOL Form 5500 · 2022
Bruce R Carlton Md Inc Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $944,491
- Avg per participant High balance/head
Official DOL plan name: Bruce R Carlton Md Inc Profit Sharing Plan · Sponsored by Bruce R Carlton Md Inc · California · Healthcare & Social Assistance
$4M in assets, 4 participants
Bruce R Carlton Md Inc's Bruce R Carlton Md Inc Profit Sharing Plan reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #9,956 in Healthcare & Social Assistance (20,060 peers)
Bruce R Carlton Md Inc multi-year trail
Bruce R Carlton Md Inc's plans moved +24.0% in assets from 2022 to 2024; this filing shows Bruce R Carlton Md Inc Profit Sharing Plan at $4M / 4 participants.
- #9,956
- in Healthcare & Social Assistance (20,060 peers)
- -9.0%
- assets change YoY
The plan reported a net loss of $375K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bruce R Carlton Md Inc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bruce R Carlton Md Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,777,962 45th percentile higher than 45% 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
Bruce R Carlton Md Inc 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. Bruce R Carlton Md Inc Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 942343258 · Bruce R Carlton Md Inc PY 2022 · Profit Sharing
Bruce R Carlton Md Inc Profit Sharing Plan · $4M · 4 · 45th
- NET $4M
- NET 4
- NET 45th
- NET Profit Sharing
- NET near Fernando L. Longo Rodriguez Retirement Plan
- NET ind #9956
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 →
Bruce R Carlton Md Inc Profit Sharing Plan in the asset neighbourhood
Bruce R Carlton Md Inc multi-year asset trail
Sponsor-wide plan assets over time
All Bruce R Carlton Md Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.992406487942443% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $4M |
| 2023 | 1 | 4 | $4M |
| 2024 | 1 | 4 | $5M |
Bruce R Carlton Md Inc filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$375K |
| Employer EIN | 942343258 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Bruce R Carlton Md Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Fernando L. Longo Rodriguez Retirement Plan in PR ($4M); by covered participants it is Precision Signs, Inc. Retirement Plan in NC (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Reed & Reed Profit Sharing Plan (TX) 4 · 0 off
- Kimsink Enterprises Inc. Retirement Plan (MD) 4 · 0 off
- Pedretti 6 Inc. Retirement Plan (PA) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.