Profit Sharing · DOL Form 5500 · 2022

Ronald D Calkins Cpa PC Profit Sharing Plan

Data updated 2026-08-25

$496K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$248,108
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan · Sponsored by Ronald D Calkins Cpa PC · Oregon · Professional & Technical Services

$496K in assets, 2 participants

Ronald D Calkins Cpa PC's Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan reported $496K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,141 in Professional & Technical Services (21,562 peers)

Ronald D Calkins Cpa PC multi-year trail

Ronald D Calkins Cpa PC's plans moved +42.4% in assets from 2022 to 2024; this filing shows Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan at $496K / 2 participants.

#3,141
in Professional & Technical Services (21,562 peers)
-9.4%
assets change YoY

The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$496,215 18th percentile higher than 18% 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

Ronald D Calkins Cpa PC 401(k) 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. Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 930770712 · Ronald D Calkins Cpa PC PY 2022 · Profit Sharing

Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan · $496K · 2 · 18th

  • 5500 $496K
  • 5500 2
  • 5500 18th
  • 5500 Profit Sharing
  • 5500 near Francisco Del Rio Ferrer Profit Sharing Retirement Plan
  • 5500 ind #3141

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 →

Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan in the asset neighbourhood

Ronald D Calkins Cpa PC 401(k) Profit Sharing PlanRonald D Calkins Cpa PC 401(…$496KFrancisco Del Rio Ferrer Profit Sharing Retirement PlanFrancisco Del Rio Ferrer Pro…$496KAllyn Solutions Incorporated Retirement PlanAllyn Solutions Incorporated…$496KF. R. Hayes Services, Inc. Retirement PlanF. R. Hayes Services, Inc. R…$496KTenn-Vir-Tucky Enterprises Inc. Retirement PlanTenn-Vir-Tucky Enterprises I…$496K
End-of-year total assets ($M) among Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ronald D Calkins Cpa PC multi-year asset trail

Sponsor-wide plan assets over time

All Ronald D Calkins Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$707K 42.38303960984654% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.5M $0.71M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 2 $496K
2023 1 2 $662K
2024 1 2 $707K

Ronald D Calkins Cpa PC filing trail (2022)

Total Assets (Beginning of Year)$547K
Net Assets (End of Year)$496K
Net Income-$51K
Employer EIN930770712
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan, Total assets ($M): 0.496215 · Participants: 2Ronald D Calkins Cpa PC 401(k) Profit Sharing PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 730.86675 · Participants: 5197Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 556.921709 · Participants: 10849Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 176.596093 · Participants: 765Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 146.675789 · Participants: 483The Hoffman Employee Retirement Income PlanGoodwill Industries Employee Retirement and Incentive Plan, Total assets ($M): 61.284393 · Participants: 1519Goodwill Industries Employee Retirement and Incentive Plan
Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Francisco Del Rio Ferrer Profit Sharing Retirement Plan in PR ($496K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan assets move in 2022? ▼
Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan pulled back noticeably - down 9.4% during 2022, from $547K to $496K. Reported net income was -$51K.
How have Ronald D Calkins Cpa PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ronald D Calkins Cpa PC's sponsor-wide assets grew 42.4%, from $496K to $707K.
Where does Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan ranks in the 18th 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 Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Francisco Del Rio Ferrer Profit Sharing Retirement Plan in PR ($496K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Ronald D Calkins Cpa PC 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 930770712.

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.