401(k) · DOL Form 5500 · 2024
Charles S. Adams, O.D., a.P.C. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $182,412
- Avg per participant Above avg balance/head
Official DOL plan name: Charles S. Adams, O.D., a.P.C. Profit Sharing Plan · Sponsored by Charles S. Adams, O.D., a.P.C. · Louisiana · Healthcare & Social Assistance
$1M in assets, 8 participants
Charles S. Adams, O.D., a.P.C.'s Charles S. Adams, O.D., a.P.C. Profit Sharing Plan reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #3,901 in Healthcare & Social Assistance (16,916 peers)
Charles S. Adams, O.D., a.P.C. multi-year trail
Charles S. Adams, O.D., a.P.C.'s plans moved -22.0% in assets from 2022 to 2024; this filing shows Charles S. Adams, O.D., a.P.C. Profit Sharing Plan at $1M / 8 participants.
- #3,901
- in Healthcare & Social Assistance (16,916 peers)
- +17.4%
- assets growth YoY
Charles S. Adams, O.D., a.P.C. Profit Sharing Plan among the smaller filed plans by assets
Charles S. Adams, O.D., a.P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,459,292 26th percentile higher than 26% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Charles S. Adams, O.D., a.P.C. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles S. Adams, O.D., a.P.C. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles S. Adams, O.D., a.P.C. Profit Sharing Plan reported net income rose from -$628K in the plan year 2023 filing to $216K in the plan year 2024 filing.
- Charles S. Adams, O.D., a.P.C. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 721433800 · Charles S. Adams, O.D., a.P.C. PY 2024 · 401(k)
Charles S. Adams, O.D., a.P.C. Profit Sharing Plan · $1M · 8 · 26th
- RANK $1M
- PHOTO 8
- IND 26th
- EOY 401(k)
- 5500 near Greenberg Financial Group 401(k) Profit Sharing Plan
- ASSETS ind #3901
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 →
Charles S. Adams, O.D., a.P.C. Profit Sharing Plan in the asset neighbourhood
Charles S. Adams, O.D., a.P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Charles S. Adams, O.D., a.P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 21.99390508894604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 8 | $1M |
| 2024 | 1 | 8 | $1M |
Charles S. Adams, O.D., a.P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $216K |
| Employer EIN | 721433800 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
Charles S. Adams, O.D., a.P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Greenberg Financial Group 401(k) Profit Sharing Plan in AZ ($1M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 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 (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.