Profit Sharing · DOL Form 5500 · 2023

Bruce R Carlton Md Inc Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Bruce R Carlton Md Inc Profit Sharing Plan · Sponsored by Bruce R Carlton Md Inc · California · Healthcare & Social Assistance

$4M in assets, 4 participants

Bruce R Carlton Md Inc's Bruce R Carlton Md Inc Profit Sharing Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,928 in Healthcare & Social Assistance (17,684 peers)

Bruce R Carlton Md Inc multi-year trail

Bruce R Carlton Md Inc's plans moved +24.0% in assets from 2022 to 2024; this filing shows Bruce R Carlton Md Inc Profit Sharing Plan at $4M / 4 participants.

#7,928
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY

Bruce R Carlton Md Inc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bruce R Carlton Md Inc Profit Sharing Plan vs every filed plan by assets

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

$4,320,520 42nd percentile higher than 42% 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

Bruce R Carlton Md Inc 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. Bruce R Carlton Md Inc 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

  • Bruce R Carlton Md Inc Profit Sharing Plan reported net income rose from -$375K in the plan year 2022 filing to $543K in the plan year 2023 filing.
  • Bruce R Carlton Md Inc 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 942343258 · Bruce R Carlton Md Inc PY 2023 · Profit Sharing

Bruce R Carlton Md Inc Profit Sharing Plan · $4M · 4 · 42nd

  • PHOTO $4M
  • PHOTO 4
  • PHOTO 42nd
  • PHOTO Profit Sharing
  • PHOTO near Georgia Farm Bureau County Employees' Retirement Plan
  • PHOTO ind #7928

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 →

Bruce R Carlton Md Inc Profit Sharing Plan in the asset neighbourhood

Bruce R Carlton Md Inc Profit Sharing PlanBruce R Carlton Md Inc Profi…$4MGeorgia Farm Bureau County Employees' Retirement PlanGeorgia Farm Bureau County E…$4MLawrence E. Cutler Associates Employee Profit Sharing PlanLawrence E. Cutler Associate…$4MAllen M. Putterman Md Sc Profit Sharing Plan and TrustAllen M. Putterman Md Sc Pro…$4MNorth American Security Retirement PlanNorth American Security Reti…$4M
End-of-year total assets ($M) among Bruce R Carlton Md Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bruce R Carlton Md Inc multi-year asset trail

Sponsor-wide plan assets over time

All Bruce R Carlton Md Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.992406487942443% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.78M $4.68M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $4M
2024 1 4 $5M

Bruce R Carlton Md Inc filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$543K
Employer EIN942343258
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Bruce R Carlton Md Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Bruce R Carlton Md Inc Profit Sharing Plan, Total assets ($B): 0.00432052 · Participants: 4Bruce R Carlton Md Inc 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
Bruce R Carlton Md Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Bruce R Carlton Md Inc Profit Sharing Plan side-by-side with 3 peers →

Bruce R Carlton Md Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Georgia Farm Bureau County Employees' Retirement Plan in GA ($4M); 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 Bruce R Carlton Md Inc Profit Sharing Plan assets move in 2023? ▼
Bruce R Carlton Md Inc Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $4M to $4M. Reported net income was $543K.
How have Bruce R Carlton Md Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce R Carlton Md Inc's sponsor-wide assets grew 24.0%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Bruce R Carlton Md Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Georgia Farm Bureau County Employees' Retirement Plan in GA ($4M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Bruce R Carlton Md Inc 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 942343258.

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.