Profit Sharing · DOL Form 5500 · 2024

C. Jeffrey Carlson, M.D. 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: $1.5M
Avg per participant High balance/head

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Official DOL plan name: C. Jeffrey Carlson, M.D. Profit Sharing Plan · Sponsored by C. Jeffrey Carlson, M.D. · California · Healthcare & Social Assistance

$4M in assets, 3 participants

C. Jeffrey Carlson, M.D.'s C. Jeffrey Carlson, M.D. Profit Sharing Plan reported $4M in total assets and 3 participants in its 2024 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.

#7,163 in Healthcare & Social Assistance (16,916 peers)

C. Jeffrey Carlson, M.D. multi-year trail

C. Jeffrey Carlson, M.D.'s plans moved +22.5% in assets from 2022 to 2024; this filing shows C. Jeffrey Carlson, M.D. Profit Sharing Plan at $4M / 3 participants.

#7,163
in Healthcare & Social Assistance (16,916 peers): +13.0%
assets growth YoY

C. Jeffrey Carlson, M.D. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

C. Jeffrey Carlson, M.D. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,471,607 40th percentile higher than 40% 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

C. Jeffrey Carlson, M.D. 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. C. Jeffrey Carlson, M.D. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

C. Jeffrey Carlson, M.D. Profit Sharing Plan reported net income rose from $309K in the plan year 2023 filing to $513K in the plan year 2024 filing.
C. Jeffrey Carlson, M.D. Profit Sharing Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
C. Jeffrey Carlson, M.D. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942855300 · C. Jeffrey Carlson, M.D. PY 2024 · Profit Sharing

C. Jeffrey Carlson, M.D. Profit Sharing Plan · $4M · 3 · 40th

PART $4M
TYPE 3
NET 40th
BOOK Profit Sharing
VS-ST near Marsan Associates,PC 401(k)& Profit Sharing Plan
BOY ind #7163

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 →

End-of-year total assets ($M) among C. Jeffrey Carlson, M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

C. Jeffrey Carlson, M.D. multi-year asset trail

Latest sponsor-wide plan assets: $4M 22.536302377774916% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$4M
2023	1	2	$4M
2024	1	3	$4M

C. Jeffrey Carlson, M.D. filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$513K
Employer EIN	942855300
Plan Effective Date	1983-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in California

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

C. Jeffrey Carlson, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Scpmg Keogh Plan $7.9B · 10,749
Intel Retirement Contribution Plan $7.3B · 19,044
Motion Picture Industry Individual Account Plan $6.2B · 67,842
Memorialcare Retirement Plan $1.4B · 4,491
Disney Retirement Savings Plan $1.4B · 36,338

Compare C. Jeffrey Carlson, M.D. Profit Sharing Plan side-by-side with 3 peers →

C. Jeffrey Carlson, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Marsan Associates,PC 401(k)& Profit Sharing Plan in NJ ($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).

Marsan Associates,PC 401(k)& Profit Sharing Plan (NJ) $4M · 5
Hedra Inc. Profit Sharing Plan (NJ) $4M · 2
Southland Steel Fabricators, Inc. 401(k) Plan and Trust (LA) $4M · 432
Saybrook Capital Corporation Profit Sharing Plan (NY) $4M · 4

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Dick & Jane, Inc. Profit Sharing Plan & Trust (CO) 3 · 0 off
Amm Restaurant Corp. Retirement Plan (MO) 3 · 0 off
Ansonics Money Purchase Plan (OR) 3 · 0 off
Aatc8 Inc. Retirement Plan (MD) 3 · 0 off

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 C. Jeffrey Carlson, M.D. Profit Sharing Plan assets move in 2024? ▼

C. Jeffrey Carlson, M.D. Profit Sharing Plan grew at a solid clip - up 13.0% during 2024, from $4M to $4M. Reported net income was $513K.

How have C. Jeffrey Carlson, M.D. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), C. Jeffrey Carlson, M.D.'s sponsor-wide assets grew 22.5%, from $4M to $4M.

Which Profit Sharing plans are similar in size to C. Jeffrey Carlson, M.D. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Marsan Associates,PC 401(k)& Profit Sharing Plan in NJ ($4M, 5 participants).

Which Profit Sharing plans cover a similar participant headcount to C. Jeffrey Carlson, M.D. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942855300.