Profit Sharing · DOL Form 5500 · 2023

C. Jeffrey Carlson, M.D. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
40th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: C. Jeffrey Carlson, M.D. Profit Sharing Plan · Sponsored by C. Jeffrey Carlson, M.D. · California · Healthcare & Social Assistance

$4M in assets, 2 participants

C. Jeffrey Carlson, M.D.'s C. Jeffrey Carlson, M.D. Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,531 in Healthcare & Social Assistance (17,684 peers)

C. Jeffrey Carlson, M.D. multi-year trail

C. Jeffrey Carlson, M.D.'s plans moved +22.5% in assets from 2022 to 2024; this filing shows C. Jeffrey Carlson, M.D. Profit Sharing Plan at $4M / 2 participants.

#7,531
in Healthcare & Social Assistance (17,684 peers)
+8.5%
assets growth YoY

C. Jeffrey Carlson, M.D. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

C. Jeffrey Carlson, M.D. Profit Sharing Plan vs every filed plan by assets

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

$3,958,251 40th percentile higher than 40% 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

C. Jeffrey Carlson, M.D. 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. C. Jeffrey Carlson, M.D. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C. Jeffrey Carlson, M.D. Profit Sharing Plan reported net income rose from -$868K in the plan year 2022 filing to $309K in the plan year 2023 filing.
  • C. Jeffrey Carlson, M.D. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942855300 · C. Jeffrey Carlson, M.D. PY 2023 · Profit Sharing

C. Jeffrey Carlson, M.D. Profit Sharing Plan · $4M · 2 · 40th

  • NET $4M
  • BOOK 2
  • VS-ST 40th
  • BOY Profit Sharing
  • SCH near Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc.
  • EBSA ind #7531

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 →

C. Jeffrey Carlson, M.D. Profit Sharing Plan in the asset neighbourhood

C. Jeffrey Carlson, M.D. Profit Sharing PlanC. Jeffrey Carlson, M.D. Pro…$4MProfit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc.Profit Sharing Plan and Trus…$4MSbf Staffing Solutions, Inc. Retirement PlanSbf Staffing Solutions, Inc.…$4MTbs II Profit Sharing Plan$4MDonnelly Mechanical Corp. Profit Sharing Plan for Union EmployeesDonnelly Mechanical Corp. Pr…$4M
End-of-year total assets ($M) among C. Jeffrey Carlson, M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

C. Jeffrey Carlson, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All C. Jeffrey Carlson, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.536302377774916% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.65M $4.47M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 3 $4M

C. Jeffrey Carlson, M.D. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$309K
Employer EIN942855300
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

C. Jeffrey Carlson, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants C. Jeffrey Carlson, M.D. Profit Sharing Plan, Total assets ($B): 0.003958251 · Participants: 2C. Jeffrey Carlson, M.D. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
C. Jeffrey Carlson, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare C. Jeffrey Carlson, M.D. Profit Sharing Plan side-by-side with 3 peers →

C. Jeffrey Carlson, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. in FL ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 C. Jeffrey Carlson, M.D. Profit Sharing Plan assets move in 2023? ▼
C. Jeffrey Carlson, M.D. Profit Sharing Plan grew at a solid clip - up 8.5% during 2023, from $4M to $4M. Reported net income was $309K.
How have C. Jeffrey Carlson, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C. Jeffrey Carlson, M.D.'s sponsor-wide assets grew 22.5%, from $4M to $4M.
Which Profit Sharing plans are similar in size to C. Jeffrey Carlson, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. in FL ($4M, 18 participants).
Which Profit Sharing plans cover a similar participant headcount to C. Jeffrey Carlson, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 942855300.

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.