Profit Sharing · DOL Form 5500 · 2023

Carter Cox Jr., M.D. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
4
Participants Small participant base
50th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan · Sponsored by Carter Cox Jr., M.D. · Louisiana · Healthcare & Social Assistance

$7M in assets, 4 participants

Carter Cox Jr., M.D.'s Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan reported $7M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,816 in Healthcare & Social Assistance (17,684 peers)

Carter Cox Jr., M.D. multi-year trail

Carter Cox Jr., M.D.'s plans moved -94.4% in assets from 2022 to 2024; this filing shows Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan at $7M / 4 participants.

#9,816
in Healthcare & Social Assistance (17,684 peers)
+9.8%
assets growth YoY

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan vs every filed plan by assets

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

$6,736,180 Top 50% higher than 50% 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

Camilla a Carter Md & Carter Cox Jr Md Apc 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. Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $599K in the plan year 2023 filing.
  • Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 720720138 · Carter Cox Jr., M.D. PY 2023 · Profit Sharing

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan · $7M · 4 · 50th

  • VS-ST $7M
  • VS-ST 4
  • VS-ST 50th
  • VS-ST Profit Sharing
  • VS-ST near Clark Family Corporation Ltd 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #9816

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 →

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan in the asset neighbourhood

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing PlanCamilla a Carter Md & Carter…$7MClark Family Corporation Ltd 401(k) Profit Sharing Plan and TrustClark Family Corporation Ltd…$7MJanus Films Company Employees Profit-Sharing PlanJanus Films Company Employee…$7MSurefire Ventures, Inc. Profit Sharing Plan & TrustSurefire Ventures, Inc. Prof…$7MBrighton Center, Inc. Employee Pension PlanBrighton Center, Inc. Employ…$7M
End-of-year total assets ($M) among Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Carter Cox Jr., M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Carter Cox Jr., M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$343K 94.40707444300918% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.14M $0.34M ▼ -94.5%
Year Plans Participants Total Assets
2022 1 4 $6M
2023 1 4 $7M
2024 1 4 $343K

Carter Cox Jr., M.D. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$599K
Employer EIN720720138
Plan Effective Date1972-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Louisiana

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

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0102030405060 Total assets ($M) Participants Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan, Total assets ($M): 6.73618 · Participants: 4Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing PlanTaylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan, Total assets ($M): 48.357643 · Participants: 86Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing PlanLake Charles Memorial Health System Retirement Plan, Total assets ($M): 46.043154 · Participants: 2003Lake Charles Memorial Health System Retirement PlanPlumbers & Steamfitters Local 141 Annuity Plan, Total assets ($M): 12.688955 · Participants: 699Plumbers & Steamfitters Local 141 Annuity PlanCollegiate Academies 403(b) Plan, Total assets ($M): 10.961148 · Participants: 529Collegiate Academies 403(b) PlanService Tool Co., LLC Retirement Plan, Total assets ($M): 10.159208 · Participants: 95Service Tool Co., LLC Retirement Plan
Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants
Compare Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan side-by-side with 3 peers →

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is Clark Family Corporation Ltd 401(k) Profit Sharing Plan and Trust in WI ($7M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan assets move in 2023? ▼
Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan grew at a solid clip - up 9.8% during 2023, from $6M to $7M. Reported net income was $599K.
How have Carter Cox Jr., M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Cox Jr., M.D.'s sponsor-wide assets declined 94.4%, from $6M to $343K.
Which Profit Sharing plans are similar in size to Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Clark Family Corporation Ltd 401(k) Profit Sharing Plan and Trust in WI ($7M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 720720138.

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.