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
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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

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 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.

See the national 2023→2024 release diff →

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. Profit Sharing PlanCharles S. Adams, O.D., a.P.…$1MGreenberg Financial Group 401(k) Profit Sharing PlanGreenberg Financial Group 40…$1MOster and Wolf LLP 401(k) Profit Sharing Plan & TrustOster and Wolf LLP 401(k) Pr…$1MBoosted Commerce 401(k) Plan$1MBark Frameworks, Inc. 401(k) Retirement PlanBark Frameworks, Inc. 401(k)…$1M
End-of-year total assets ($M) among Charles S. Adams, O.D., a.P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.87M $1.46M ▼ -21.9%
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 EIN721433800
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Charles S. Adams, O.D., a.P.C. Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Charles S. Adams, O.D., a.P.C. Profit Sharing Plan, Total assets ($B): 0.001459292 · Participants: 8Charles S. Adams, O.D., a.P.C. Profit Sharing PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Charles S. Adams, O.D., a.P.C. Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

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.

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.

Frequently Asked Questions

How did Charles S. Adams, O.D., a.P.C. Profit Sharing Plan assets move in 2024?
Charles S. Adams, O.D., a.P.C. Profit Sharing Plan grew sharply - up 17.4% during 2024, from $1M to $1M. Reported net income was $216K.
How have Charles S. Adams, O.D., a.P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Charles S. Adams, O.D., a.P.C.'s sponsor-wide assets declined 22.0%, from $2M to $1M.
Which 401(k) plans are similar in size to Charles S. Adams, O.D., a.P.C. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Greenberg Financial Group 401(k) Profit Sharing Plan in AZ ($1M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Charles S. Adams, O.D., a.P.C. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).