Profit Sharing · DOL Form 5500 · 2023
Duncan C. Ramsey, III Md Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Duncan C. Ramsey, III Md Profit Sharing Plan & Trust · Sponsored by Duncan C. Ramsey, III Md · Texas · Healthcare & Social Assistance
$4M in assets, 3 participants
Duncan C. Ramsey, III Md's Duncan C. Ramsey, III Md Profit Sharing Plan & Trust reported $4M in total assets and 3 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.
- #7,430 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Duncan C. Ramsey, III Md Profit Sharing Plan & Trust grew sharply 18.3% in 2023 ($3M → $4M) for 3 participants.
- #7,430
- in Healthcare & Social Assistance (17,684 peers)
- +18.3%
- assets growth YoY
Duncan C. Ramsey, III Md Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Duncan C. Ramsey, III Md Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,859,779 40th percentile higher than 40% 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
Duncan C. Ramsey, III Md Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duncan C. Ramsey, III Md Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Duncan C. Ramsey, III Md Profit Sharing Plan & Trust reported net income rose from -$426K in the plan year 2022 filing to $596K in the plan year 2023 filing.
- Duncan C. Ramsey, III Md Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 752034794 · Duncan C. Ramsey, III Md PY 2023 · Profit Sharing
Duncan C. Ramsey, III Md Profit Sharing Plan & Trust · $4M · 3 · 40th
- RANK $4M
- PHOTO 3
- IND 40th
- EOY Profit Sharing
- 5500 near Bartlett Learning Center, Inc. Defined Contribution Retirement Plan
- ASSETS ind #7430
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 Texas →
Duncan C. Ramsey, III Md Profit Sharing Plan & Trust in the asset neighbourhood
Duncan C. Ramsey, III Md years around the 2023 move
Sponsor-wide plan assets over time
All Duncan C. Ramsey, III Md plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $596K |
| Employer EIN | 752034794 |
| Plan Effective Date | 1985-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Duncan C. Ramsey, III Md Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Bartlett Learning Center, Inc. Defined Contribution Retirement Plan in IL ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Bartlett Learning Center, Inc. Defined Contribution Retirement Plan (IL) $4M · 155
- L & S Construction Services Company Employees Profit Sharing Plan (IL) $4M · 3
- A&a Flooring, Inc Profit Sharing Plan (CA) $4M · 20
- The Community Health Center of Central Wyoming, Inc. Defined Contribution Plan (WY) $4M · 76
Similar participant headcount
Nearest other-state filings by covered participants (3 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.