Profit Sharing · DOL Form 5500 · 2022

Lana M. Engen Profit Sharing Plan

Data updated 2026-08-25

$392K
Total assets Small plan by assets
7
Participants Small participant base
16th
Percentile by assets National rank
$55,982
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lana M. Engen Profit Sharing Plan · Sponsored by Lana M. Engen · Illinois · Finance & Insurance

$392K in assets, 7 participants

Lana M. Engen's Lana M. Engen Profit Sharing Plan reported $392K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #935 in Finance & Insurance (9,261 peers)

Lana M. Engen multi-year trail

Lana M. Engen's plans moved +39.4% in assets from 2022 to 2024; this filing shows Lana M. Engen Profit Sharing Plan at $392K / 7 participants.

#935
in Finance & Insurance (9,261 peers)
-5.2%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lana M. Engen Profit Sharing Plan among the smaller filed plans by assets

Lana M. Engen Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$391,871 16th percentile higher than 16% of 139,123 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 2022

Lana M. Engen Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lana M. Engen Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 363401044 · Lana M. Engen PY 2022 · Profit Sharing

Lana M. Engen Profit Sharing Plan · $392K · 7 · 16th

  • RANK $392K
  • PHOTO 7
  • IND 16th
  • EOY Profit Sharing
  • 5500 near Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan
  • ASSETS ind #935

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 Finance & Insurance retirement plans → · Plans in Illinois →

Lana M. Engen Profit Sharing Plan in the asset neighbourhood

Lana M. Engen Profit Sharing PlanLana M. Engen Profit Sharing…$392KSweetgrass Spirits and Wine, Inc. Profit Sharing PlanSweetgrass Spirits and Wine,…$392K3mrana Corporation Profit Sharing Plan3mrana Corporation Profit Sh…$392KVa Claim Pros, LLC Savings PlanVa Claim Pros, LLC Savings P…$392KKatl Enterprises, Inc. Retirement PlanKatl Enterprises, Inc. Retir…$392K
End-of-year total assets ($M) among Lana M. Engen Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Lana M. Engen multi-year asset trail

Sponsor-wide plan assets over time

All Lana M. Engen plans reported in each filing year

Latest sponsor-wide plan assets
$546K 39.3823477624014% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.39M $0.55M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 7 $392K
2023 1 7 $486K
2024 1 1 $546K

Lana M. Engen filing trail (2022)

Total Assets (Beginning of Year)$413K
Net Assets (End of Year)$392K
Net Income-$21K
Employer EIN363401044
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Lana M. Engen Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Lana M. Engen Profit Sharing Plan, Total assets ($B): 0.000391871 · Participants: 7Lana M. Engen Profit Sharing PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 2.979108031 · Participants: 17181W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 2.855707618 · Participants: 21985Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.451303819 · Participants: 4327Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.415984134 · Participants: 16140Mid-America Carpenters Regional Council Supplemental Retirement PlanAccenture United States Discretionary Profit Sharing Plan, Total assets ($B): 0.893156479 · Participants: 10992Accenture United States Discretionary Profit Sharing Plan
Lana M. Engen Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Lana M. Engen Profit Sharing Plan side-by-side with 3 peers →

Lana M. Engen Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan in SC ($392K); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($392K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lana M. Engen Profit Sharing Plan assets move in 2022? ▼
Lana M. Engen Profit Sharing Plan pulled back noticeably - down 5.2% during 2022, from $413K to $392K. Reported net income was -$21K.
How have Lana M. Engen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lana M. Engen's sponsor-wide assets grew 39.4%, from $392K to $546K.
Where does Lana M. Engen Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lana M. Engen Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lana M. Engen Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan in SC ($392K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Lana M. Engen Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363401044.

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.