401(k) · DOL Form 5500 · 2023
Michelle Dumiller Carlton, Dds, a Professional Dental Corporation 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $179,857
- Avg per participant Above avg balance/head
Official DOL plan name: Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) Plan · Sponsored by Michelle Dumiller Carlton, Dds, a Professional Dental Corporation · Louisiana · Healthcare & Social Assistance
$1M in assets, 8 participants
Michelle Dumiller Carlton, Dds, a Professional Dental Corporation's Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #4,194 in Healthcare & Social Assistance (17,684 peers)
Michelle Dumiller Carlton, Dds, a Professional Dental Corporation multi-year trail
Michelle Dumiller Carlton, Dds, a Professional Dental Corporation's plans moved +40.3% in assets from 2022 to 2024; this filing shows Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) Plan at $1M / 8 participants.
- #4,194
- in Healthcare & Social Assistance (17,684 peers)
- +18.4%
- assets growth YoY
Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) Plan among the smaller filed plans by assets
Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,438,854 27th percentile higher than 27% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) 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. Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) Plan reported net income rose from -$28K in the plan year 2022 filing to $224K in the plan year 2023 filing.
- Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.
- Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 201098041 · Michelle Dumiller Carlton, Dds, a Professional Dental Corporation PY 2023 · 401(k)
Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) Plan · $1M · 8 · 27th
- EOY $1M
- EOY 8
- EOY 27th
- EOY 401(k)
- EOY near Identity Financial, Inc. 401(k) Profit Sharing Plan
- EOY ind #4194
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 →
Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) Plan in the asset neighbourhood
Michelle Dumiller Carlton, Dds, a Professional Dental Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Michelle Dumiller Carlton, Dds, a Professional Dental Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 40.3437385829156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 8 | $1M |
| 2024 | 1 | 7 | $2M |
Michelle Dumiller Carlton, Dds, a Professional Dental Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $224K |
| Employer EIN | 201098041 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Identity Financial, Inc. 401(k) Profit Sharing 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
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.