Profit Sharing · DOL Form 5500 · 2024

Bruce R Carlton Md Inc Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 4
Participants Small participant base: 41st
Percentile by assets National rank: $1.2M
Avg per participant High balance/head

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Official DOL plan name: Bruce R Carlton Md Inc Profit Sharing Plan · Sponsored by Bruce R Carlton Md Inc · California · Healthcare & Social Assistance

$5M in assets, 4 participants

Bruce R Carlton Md Inc's Bruce R Carlton Md Inc Profit Sharing Plan reported $5M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

#7,355 in Healthcare & Social Assistance (16,916 peers)

Bruce R Carlton Md Inc multi-year trail

Bruce R Carlton Md Inc's plans moved +24.0% in assets from 2022 to 2024; this filing shows Bruce R Carlton Md Inc Profit Sharing Plan at $5M / 4 participants.

#7,355
in Healthcare & Social Assistance (16,916 peers): +8.4%
assets growth YoY

Bruce R Carlton Md Inc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bruce R Carlton Md Inc Profit Sharing Plan vs every filed plan by assets

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

$4,684,386 41st percentile higher than 41% 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

Bruce R Carlton Md Inc 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. Bruce R Carlton Md Inc Profit Sharing Plan is a micro filing (4 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%)

Bruce R Carlton Md Inc Profit Sharing Plan reported net income fell from $543K in the plan year 2023 filing to $364K in the plan year 2024 filing.
Bruce R Carlton Md Inc Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942343258 · Bruce R Carlton Md Inc PY 2024 · Profit Sharing

Bruce R Carlton Md Inc Profit Sharing Plan · $5M · 4 · 41st

SCH $5M
SCH 4
SCH 41st
SCH Profit Sharing
SCH near Joseph T. Backe, M.D., P.a. Profit Sharing Plan
SCH ind #7355

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 Bruce R Carlton Md Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bruce R Carlton Md Inc multi-year asset trail

Latest sponsor-wide plan assets: $5M 23.992406487942443% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$4M
2023	1	4	$4M
2024	1	4	$5M

Bruce R Carlton Md Inc filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$364K
Employer EIN	942343258
Plan Effective Date	1976-07-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in California

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

Bruce R Carlton Md Inc 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 Bruce R Carlton Md Inc Profit Sharing Plan side-by-side with 3 peers →

Bruce R Carlton Md Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Joseph T. Backe, M.D., P.a. Profit Sharing Plan in AL ($5M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
Tri Lazy W Ranch Profit Sharing Plan (CO) 4 · 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 Bruce R Carlton Md Inc Profit Sharing Plan assets move in 2024? ▼

Bruce R Carlton Md Inc Profit Sharing Plan grew at a solid clip - up 8.4% during 2024, from $4M to $5M. Reported net income was $364K.

How have Bruce R Carlton Md Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bruce R Carlton Md Inc's sponsor-wide assets grew 24.0%, from $4M to $5M.

Which Profit Sharing plans are similar in size to Bruce R Carlton Md Inc Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Joseph T. Backe, M.D., P.a. Profit Sharing Plan in AL ($5M, 6 participants).

Which Profit Sharing plans cover a similar participant headcount to Bruce R Carlton Md Inc Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 942343258.