Profit Sharing · DOL Form 5500 · 2023

Cornelia Nixon Davis, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
275
Participants Below avg headcount
37th
Percentile by assets National rank
$11,664
Avg per participant Low balance/head
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Official DOL plan name: Cornelia Nixon Davis, Inc. Retirement Plan · Sponsored by Cornelia Nixon Davis, Inc. · North Carolina · Healthcare & Social Assistance

$3M in assets, 275 participants

Cornelia Nixon Davis, Inc.'s Cornelia Nixon Davis, Inc. Retirement Plan reported $3M in total assets and 275 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,707 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Cornelia Nixon Davis, Inc. Retirement Plan covers 275 participants in North Carolina, about 34% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#6,707
in Healthcare & Social Assistance (17,684 peers)
-1.9%
assets change YoY

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cornelia Nixon Davis, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cornelia Nixon Davis, Inc. Retirement Plan vs every filed plan by assets

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

$3,207,696 37th percentile higher than 37% 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

Cornelia Nixon Davis, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cornelia Nixon Davis, Inc. Retirement Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cornelia Nixon Davis, Inc. Retirement Plan reported participants rose from 125 in the plan year 2022 filing to 275 in the plan year 2023 filing.
  • Cornelia Nixon Davis, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to -$62K in the plan year 2023 filing.
  • Cornelia Nixon Davis, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 566065223 · Cornelia Nixon Davis, Inc. PY 2023 · Profit Sharing

Cornelia Nixon Davis, Inc. Retirement Plan · $3M · 275 · 37th

  • BOY $3M
  • SCH 275
  • EBSA 37th
  • PART Profit Sharing
  • TYPE near T.V. Venkataraman Profit Sharing Plan
  • NET ind #6707

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 North Carolina →

Cornelia Nixon Davis, Inc. Retirement Plan in the asset neighbourhood

Cornelia Nixon Davis, Inc. Retirement PlanCornelia Nixon Davis, Inc. R…$3MT.V. Venkataraman Profit Sharing PlanT.V. Venkataraman Profit Sha…$3MPomme Rouge Properties Corp. Retirement PlanPomme Rouge Properties Corp.…$3MGcm Retirement Plan$3MEllis Peilen & Son Inc.$3M
End-of-year total assets ($M) among Cornelia Nixon Davis, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$62K
Employer EIN566065223
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cornelia Nixon Davis, Inc.)

Sponsor-wide plan assets over time

All Cornelia Nixon Davis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.3294120489134107% vs 2022
2024 filing year
$3.1M$3.15M$3.2M$3.25M$3.3M 202220232024 $3.27M $3.16M ▼ -3.4%
Year Plans Participants Total Assets
2022 1 125 $3M
2023 1 275 $3M
2024 1 248 $3M

Nearby Profit Sharing Plans in North Carolina

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

Cornelia Nixon Davis, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Cornelia Nixon Davis, Inc. Retirement Plan, Total assets ($B): 0.003207696 · Participants: 275Cornelia Nixon Davis, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Cornelia Nixon Davis, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Cornelia Nixon Davis, Inc. Retirement Plan side-by-side with 3 peers →

Cornelia Nixon Davis, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is T.V. Venkataraman Profit Sharing Plan in OK ($3M); by covered participants it is Ladacin Network, Inc. Defined Contribution Plan in NJ (275 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Cornelia Nixon Davis, Inc. Retirement Plan assets move in 2023? ▼
Cornelia Nixon Davis, Inc. Retirement Plan edged down modestly - down 1.9% during 2023, from $3M to $3M. Reported net income was -$62K.
How have Cornelia Nixon Davis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cornelia Nixon Davis, Inc.'s sponsor-wide assets declined 3.3%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Cornelia Nixon Davis, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is T.V. Venkataraman Profit Sharing Plan in OK ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Cornelia Nixon Davis, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ladacin Network, Inc. Defined Contribution Plan in NJ (275 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 566065223.

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.