Profit Sharing · DOL Form 5500 · 2024

Cornelia Nixon Davis, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
248
Participants Below avg headcount
35th
Percentile by assets National rank
$12,747
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, 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.

  • #5,959 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Cornelia Nixon Davis, Inc. Retirement Plan covers 248 participants in North Carolina, about 30% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#5,959
in Healthcare & Social Assistance (16,916 peers)
-1.4%
assets change YoY

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.

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 2024 · DOL Form 5500

$3,161,309 35th percentile higher than 35% 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

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

Plan-year 2024 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 (248 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 566065223 · Cornelia Nixon Davis, Inc. PY 2024 · Profit Sharing

Cornelia Nixon Davis, Inc. Retirement Plan · $3M · 248 · 35th

  • TYPE $3M
  • TYPE 248
  • TYPE 35th
  • TYPE Profit Sharing
  • TYPE near Barbara Rosen Keogh Plan Profit Sharing Plan
  • TYPE ind #5959

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…$3MBarbara Rosen Keogh Plan Profit Sharing PlanBarbara Rosen Keogh Plan Pro…$3MLou Grasso Associates P/S PlanLou Grasso Associates P/S Pl…$3MSheboygan Senior Community Retirement Savings PlanSheboygan Senior Community R…$3MSimplicity Plus Pooled Employer PlanSimplicity Plus Pooled Emplo…$3M
End-of-year total assets ($M) among Cornelia Nixon Davis, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$46K
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 -10123 Total assets ($B) Participants Cornelia Nixon Davis, Inc. Retirement Plan, Total assets ($B): 0.003161309 · Participants: 248Cornelia Nixon Davis, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing 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 Barbara Rosen Keogh Plan Profit Sharing Plan in NY ($3M); by covered participants it is Paratransit Services 403(b) Plan in WA (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Cornelia Nixon Davis, Inc. Retirement Plan assets move in 2024? ▼
Cornelia Nixon Davis, Inc. Retirement Plan edged down modestly - down 1.4% during 2024, from $3M to $3M. Reported net income was -$46K.
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 Barbara Rosen Keogh Plan Profit Sharing Plan in NY ($3M, 3 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 Paratransit Services 403(b) Plan in WA (248 participants, $4M 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 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.