401(k) · DOL Form 5500 · 2023

Charles S. Adams, O.D., a.P.C. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
26th
Percentile by assets National rank
$155,392
Avg per participant Above avg balance/head
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Official DOL plan name: Charles S. Adams, O.D., a.P.C. Profit Sharing Plan · Sponsored by Charles S. Adams, O.D., a.P.C. · Louisiana · Healthcare & Social Assistance

$1M in assets, 8 participants

Charles S. Adams, O.D., a.P.C.'s Charles S. Adams, O.D., a.P.C. Profit Sharing Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,871 in Healthcare & Social Assistance (17,684 peers)

Charles S. Adams, O.D., a.P.C. multi-year trail

Charles S. Adams, O.D., a.P.C.'s plans moved -22.0% in assets from 2022 to 2024; this filing shows Charles S. Adams, O.D., a.P.C. Profit Sharing Plan at $1M / 8 participants.

#3,871
in Healthcare & Social Assistance (17,684 peers)
-33.5%
assets change YoY

The plan reported a net loss of $628K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles S. Adams, O.D., a.P.C. Profit Sharing Plan among the smaller filed plans by assets

Charles S. Adams, O.D., a.P.C. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,243,139 26th percentile higher than 26% of 127,068 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 2023

Charles S. Adams, O.D., a.P.C. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles S. Adams, O.D., a.P.C. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles S. Adams, O.D., a.P.C. Profit Sharing Plan reported net income fell from -$162K in the plan year 2022 filing to -$628K in the plan year 2023 filing.
  • Charles S. Adams, O.D., a.P.C. Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Charles S. Adams, O.D., a.P.C. Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 721433800 · Charles S. Adams, O.D., a.P.C. PY 2023 · 401(k)

Charles S. Adams, O.D., a.P.C. Profit Sharing Plan · $1M · 8 · 26th

  • IND $1M
  • EOY 8
  • 5500 26th
  • ASSETS 401(k)
  • PCT near Motivating Graphics 401(k) Retirement Plan
  • EIN ind #3871

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 →

Charles S. Adams, O.D., a.P.C. Profit Sharing Plan in the asset neighbourhood

Charles S. Adams, O.D., a.P.C. Profit Sharing PlanCharles S. Adams, O.D., a.P.…$1MMotivating Graphics 401(k) Retirement PlanMotivating Graphics 401(k) R…$1MPaul a Bogden, LLC 401(k) PlanPaul a Bogden, LLC 401(k) Pl…$1MCaptain Timothy S. Nilsen, Inc 401(k) PspCaptain Timothy S. Nilsen, I…$1MAll Phase Power and Lighting, Inc. 401(k) PlanAll Phase Power and Lighting…$1M
End-of-year total assets ($M) among Charles S. Adams, O.D., a.P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Charles S. Adams, O.D., a.P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Charles S. Adams, O.D., a.P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 21.99390508894604% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.87M $1.46M ▼ -21.9%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 8 $1M
2024 1 8 $1M

Charles S. Adams, O.D., a.P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$628K
Employer EIN721433800
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Charles S. Adams, O.D., a.P.C. Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Charles S. Adams, O.D., a.P.C. Profit Sharing Plan, Total assets ($B): 0.001243139 · Participants: 8Charles S. Adams, O.D., a.P.C. Profit Sharing PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Charles S. Adams, O.D., a.P.C. Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Charles S. Adams, O.D., a.P.C. Profit Sharing Plan side-by-side with 3 peers →

Charles S. Adams, O.D., a.P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Motivating Graphics 401(k) Retirement Plan in TX ($1M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Charles S. Adams, O.D., a.P.C. Profit Sharing Plan assets move in 2023? ▼
Charles S. Adams, O.D., a.P.C. Profit Sharing Plan contracted severely - down 33.5% during 2023, from $2M to $1M. Reported net income was -$628K.
How have Charles S. Adams, O.D., a.P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles S. Adams, O.D., a.P.C.'s sponsor-wide assets declined 22.0%, from $2M to $1M.
Which 401(k) plans are similar in size to Charles S. Adams, O.D., a.P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Motivating Graphics 401(k) Retirement Plan in TX ($1M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Charles S. Adams, O.D., a.P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 721433800.

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.