Money Purchase · DOL Form 5500 · 2023

Cbd Docusource Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$191,463
Avg per participant Above avg balance/head
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Official DOL plan name: Cbd Docusource Profit Sharing Plan · Sponsored by Cbd Docusource · Louisiana · Administrative & Support Services

$1M in assets, 6 participants

Cbd Docusource's Cbd Docusource Profit Sharing Plan reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,114 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Cbd Docusource Profit Sharing Plan ranks #2,114 of 4,372 2023 filers by assets (2512% of the sector average)-$1M for 6 participants.

#2,114
in Administrative & Support Services (4,372 peers)
-2.0%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cbd Docusource Profit Sharing Plan among the smaller filed plans by assets

Cbd Docusource Profit Sharing Plan vs every filed plan by assets

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

$1,148,780 25th percentile higher than 25% 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

Cbd Docusource 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. Cbd Docusource Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cbd Docusource Profit Sharing Plan reported net income rose from -$129K in the plan year 2022 filing to -$24K in the plan year 2023 filing.
  • Cbd Docusource Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 721228383 · Cbd Docusource PY 2023 · Money Purchase

Cbd Docusource Profit Sharing Plan · $1M · 6 · 25th

  • PART $1M
  • TYPE 6
  • NET 25th
  • BOOK Money Purchase
  • VS-ST near Money Purchase Plan for Mark a. Smith Md Inc
  • BOY ind #2114

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 Administrative & Support Services retirement plans → · Plans in Louisiana →

Cbd Docusource Profit Sharing Plan in the asset neighbourhood

Scandpower Inc$1MDae Sik Rho, Md Self-Employed Retirement PlanDae Sik Rho, Md Self-Employe…$1MCbd Docusource Profit Sharing PlanCbd Docusource Profit Sharin…$1MMoney Purchase Plan for Mark a. Smith Md IncMoney Purchase Plan for Mark…$1MBruce Hogan Money Purchase PlanBruce Hogan Money Purchase P…$1M
End-of-year total assets ($M) among Cbd Docusource Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$24K
Employer EIN721228383
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cbd Docusource)

Sponsor-wide plan assets over time

All Cbd Docusource plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.60781685408971% vs 2022
2024 filing year
$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.17M $1.27M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 6 $1M

Nearby Money Purchase Plans in Louisiana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Cbd Docusource Profit Sharing Plan vs. nearby Money Purchase plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 051015 012345 Total assets ($M) Participants Cbd Docusource Profit Sharing Plan, Total assets ($M): 1.14878 · Participants: 6Cbd Docusource Profit Sharing PlanAtlas Retirement Plan, Total assets ($M): 4.800358 · Participants: 13Atlas Retirement PlanRay L Vaughn, Total assets ($M): 1.955051 · Participants: 4Ray L VaughnHylton S Petit Jr Money Purchase Plan, Total assets ($M): 1.592024 · Participants: 3Hylton S Petit Jr Money Purchase PlanTroy R Keller Aplc Profit Sharing Plan, Total assets ($M): 1.577927 · Participants: 3Troy R Keller Aplc Profit Sharing PlanPurnachandra Yerneni Md Keogh Profit Sharing, Total assets ($M): 1.394588 · Participants: 2Purnachandra Yerneni Md Keogh Profit Sharing
Cbd Docusource Profit Sharing Plan vs. nearby Money Purchase plans in Louisiana, assets vs. participants
Compare Cbd Docusource Profit Sharing Plan side-by-side with 3 peers →

Cbd Docusource Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Louisiana, the nearest Money Purchase by assets is Money Purchase Plan for Mark a. Smith Md Inc in OH ($1M); by covered participants it is Conceptos Dentales Del Sur, Psc Retirement Plan in PR (6 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 (6 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 Cbd Docusource Profit Sharing Plan assets move in 2023? ▼
Cbd Docusource Profit Sharing Plan edged down modestly - down 2.0% during 2023, from $1M to $1M. Reported net income was -$24K.
How have Cbd Docusource plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cbd Docusource's sponsor-wide assets grew 8.6%, from $1M to $1M.
Where does Cbd Docusource Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cbd Docusource Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Cbd Docusource Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Money Purchase Plan for Mark a. Smith Md Inc in OH ($1M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Cbd Docusource Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Conceptos Dentales Del Sur, Psc Retirement Plan in PR (6 participants, $920K 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 721228383.

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.