Profit Sharing · DOL Form 5500 · 2024
Cornelia Nixon Davis, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $3M
- Total assets
- 248
- Participants
- 35th
- Percentile by assets
- $12,747
- Avg per participant
Official DOL plan name: Cornelia Nixon Davis, Inc. Retirement Plan · Sponsored by Cornelia Nixon Davis, Inc. · North Carolina · Healthcare & Social Assistance
$3M in assets, 248 participants
Cornelia Nixon Davis, Inc.'s Cornelia Nixon Davis, Inc. Retirement Plan reported $3M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- 35th percentile by assets (of 116,472 plans)
Coverage in North Carolina
Cornelia Nixon Davis, Inc. Retirement Plan covers 248 participants in North Carolina, about 29% of the average North Carolina filer (state average ~846 per filing). Assets: $3M.
- $3M
- total plan assets (2024 EOY)
- 248
- covered participants
- 35th
- percentile by assets (of 116,472 plans)
- $12,747
- avg assets per participant
The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cornelia Nixon Davis, Inc. Retirement Plan reported net income rose from -$62K in the plan year 2023 filing to -$46K in the plan year 2024 filing.
- Cornelia Nixon Davis, Inc. Retirement Plan reported participants fell from 275 in the plan year 2023 filing to 248 in the plan year 2024 filing.
- Cornelia Nixon Davis, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 846 participants across 3,325 plans. Cornelia Nixon Davis, Inc. Retirement Plan reports 248 participants - about 29% of that state average ($3M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$46K |
| Employer EIN | 566065223 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cornelia Nixon Davis, Inc.)
| 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
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Cornelia Nixon Davis, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Cornelia Nixon Davis, Inc. Retirement Plan assets move in 2024? ▼
How have Cornelia Nixon Davis, Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Cornelia Nixon Davis, Inc. Retirement Plan? ▼
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Filing takeaways
Ways to act on Cornelia Nixon Davis, Inc. Retirement Plan's numbers.
- By total assets, Cornelia Nixon Davis, Inc. Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in North Carolina. Compare plans
- Cornelia Nixon Davis, Inc.'s sponsor-wide assets have declined 3.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 566065223.
Read our methodology - how this data is sourced, computed, and verified.