Profit Sharing · DOL Form 5500 · 2024

David E. Carmichael, LLC Profit Sharing Plan

Data updated 2026-08-25

$4K
Total assets Small plan by assets
3
Participants Small participant base
1st
Percentile by assets National rank
$1,414
Avg per participant Low balance/head
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Official DOL plan name: David E. Carmichael, LLC Profit Sharing Plan · Sponsored by David E. Carmichael, LLC · Oregon · Professional & Technical Services

$4K in assets, 3 participants

David E. Carmichael, LLC's David E. Carmichael, LLC Profit Sharing Plan reported $4K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #188 in Professional & Technical Services (20,173 peers)

David E. Carmichael, LLC multi-year trail

David E. Carmichael, LLC's plans moved +51.5% in assets from 2022 to 2024; this filing shows David E. Carmichael, LLC Profit Sharing Plan at $4K / 3 participants.

#188
in Professional & Technical Services (20,173 peers)
+30.8%
assets growth YoY

David E. Carmichael, LLC Profit Sharing Plan among the smaller filed plans by assets

David E. Carmichael, LLC Profit Sharing Plan vs every filed plan by assets

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

$4,243 1st percentile higher than 1% 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

David E. Carmichael, LLC 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. David E. Carmichael, LLC Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David E. Carmichael, LLC Profit Sharing Plan reported net income rose from $444 in the plan year 2023 filing to $999 in the plan year 2024 filing.
  • David E. Carmichael, LLC Profit Sharing Plan end-of-year assets rose from $3K in the plan year 2023 filing to $4K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930634083 · David E. Carmichael, LLC PY 2024 · Profit Sharing

David E. Carmichael, LLC Profit Sharing Plan · $4K · 3 · 1st

  • 5500 $4K
  • 5500 3
  • 5500 1st
  • 5500 Profit Sharing
  • 5500 near Triple Bark Beverages, Inc. Retirement Plan
  • 5500 ind #188

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 Professional & Technical Services retirement plans → · Plans in Oregon →

David E. Carmichael, LLC Profit Sharing Plan in the asset neighbourhood

David E. Carmichael, LLC Profit Sharing PlanDavid E. Carmichael, LLC Pro…$4KTriple Bark Beverages, Inc. Retirement PlanTriple Bark Beverages, Inc. …$4KLabella Rosa Properties, Inc. Pension Transfer Trust PlanLabella Rosa Properties, Inc…$4KBiechy Bins Inc. Retirement PlanBiechy Bins Inc. Retirement …$4KTao Enterprises, Inc. Profit Sharing PlanTao Enterprises, Inc. Profit…$4K
End-of-year total assets ($M) among David E. Carmichael, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

David E. Carmichael, LLC multi-year asset trail

Sponsor-wide plan assets over time

All David E. Carmichael, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4K 51.535714285714285% vs 2022
2024 filing year
$0M 202220232024 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 3 $3K
2023 1 3 $3K
2024 1 3 $4K

David E. Carmichael, LLC filing trail (2024)

Total Assets (Beginning of Year)$3K
Net Assets (End of Year)$4K
Net Income$999
Employer EIN930634083
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

David E. Carmichael, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants David E. Carmichael, LLC Profit Sharing Plan, Total assets ($M): 0.004243 · Participants: 3David E. Carmichael, LLC Profit Sharing PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 865.392707 · Participants: 5738Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 817.192113 · Participants: 12025Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 211.941238 · Participants: 730Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 190.881902 · Participants: 634The Hoffman Employee Retirement Income PlanTuality Healthcare Performance Retirement Plan - 403(b), Total assets ($M): 120.429421 · Participants: 1263Tuality Healthcare Performance Retirement Plan - 403(b)
David E. Carmichael, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare David E. Carmichael, LLC Profit Sharing Plan side-by-side with 3 peers →

David E. Carmichael, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Triple Bark Beverages, Inc. Retirement Plan in AL ($4K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 David E. Carmichael, LLC Profit Sharing Plan assets move in 2024? ▼
David E. Carmichael, LLC Profit Sharing Plan surged - up 30.8% during 2024, from $3K to $4K. Reported net income was $999.
How have David E. Carmichael, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David E. Carmichael, LLC's sponsor-wide assets grew 51.5%, from $3K to $4K.
Where does David E. Carmichael, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
David E. Carmichael, LLC Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to David E. Carmichael, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Triple Bark Beverages, Inc. Retirement Plan in AL ($4K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to David E. Carmichael, LLC 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 930634083.

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.