Money Purchase · DOL Form 5500 · 2024
Cbd Docusource Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 6
- Participants
- 25th
- Percentile by assets
- $212,283
- Avg per participant
Official DOL plan name: Cbd Docusource Profit Sharing Plan · Sponsored by Cbd Docusource · Louisiana · Administrative & Support Services
$1M in assets, 6 participants
Cbd Docusource's Cbd Docusource Profit Sharing Plan reported $1M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- 25th percentile by assets (of 123,622 plans)
- #2,145 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Cbd Docusource Profit Sharing Plan ranks #2,145 of 4,368 2024 filers by assets (2265% of the sector average)-$1M for 6 participants.
- $1M
- total plan assets (2024 EOY)
- 6
- covered participants
- 25th
- percentile by assets (of 123,622 plans)
- $212,283
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cbd Docusource Profit Sharing Plan reported net income rose from -$24K in the plan year 2023 filing to $125K in the plan year 2024 filing.
- Cbd Docusource Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Rank #2,145 in Administrative & Support Services
Among 4,368 Administrative & Support Services plans that filed a Form 5500 for plan year 2024, Cbd Docusource Profit Sharing Plan ranks #2,145 by end-of-year assets - about 2265% of the sector average of $29M. Nationally it sits in the 25th percentile, a stronger position within its industry than across all filers.
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $125K |
| Employer EIN | 721228383 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cbd Docusource)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 6 | $1M |
Nearby Money Purchase Plans in Louisiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Cbd Docusource Profit Sharing Plan vs. nearby Money Purchase plans in Louisiana, assets vs. participants
- Atlas Retirement Plan $5M · 12
- Troy R Keller Aplc Profit Sharing Plan $2M · 3
- Hylton S Petit Jr Money Purchase Plan $2M · 3
- Ray L Vaughn $1M · 5
- Purnachandra Yerneni Md Keogh Profit Sharing $1M · N/A
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Cbd Docusource Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Cbd Docusource Profit Sharing Plan assets move in 2024? ▼
How have Cbd Docusource plan assets changed over time? ▼
Where does Cbd Docusource Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Cbd Docusource Profit Sharing Plan? ▼
Next read for Cbd Docusource Profit Sharing Plan
Filing takeaways
Ways to act on Cbd Docusource Profit Sharing Plan's numbers.
- By total assets, Cbd Docusource Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Louisiana. Compare plans
- Cbd Docusource's sponsor-wide assets have grown 8.6% since 2022 across 3 plan years on file. More Administrative & Support Services plans