Profit Sharing · DOL Form 5500 · 2022

Charles & Marcia Anderson Partners Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
47th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Charles & Marcia Anderson Profit Sharing Plan & Tr · Sponsored by Charles & Marcia Anderson Partners · Oregon · Agriculture, Forestry & Fishing

$4M in assets, 4 participants

Charles & Marcia Anderson Partners's Charles & Marcia Anderson Profit Sharing Plan & Tr reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #779 in Agriculture, Forestry & Fishing (1,523 peers)

Charles & Marcia Anderson Partners multi-year trail

Charles & Marcia Anderson Partners's plans moved -80.9% in assets from 2022 to 2024; this filing shows Charles & Marcia Anderson Profit Sharing Plan & Tr at $4M / 4 participants.

#779
in Agriculture, Forestry & Fishing (1,523 peers)
-20.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles & Marcia Anderson Profit Sharing Plan & Tr's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Charles & Marcia Anderson Profit Sharing Plan & Tr vs every filed plan by assets

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

$4,228,608 47th percentile higher than 47% 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

Charles & Marcia Anderson Profit Sharing Plan & Tr among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles & Marcia Anderson Profit Sharing Plan & Tr is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 931075864 · Charles & Marcia Anderson Partners PY 2022 · Profit Sharing

Charles & Marcia Anderson Profit Sharing Plan & Tr · $4M · 4 · 47th

  • PCT $4M
  • EIN 4
  • RANK 47th
  • PHOTO Profit Sharing
  • IND near Integrated Circuit Support, Inc. Profit Sharing Plan and Trust
  • EOY ind #779

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Oregon →

Charles & Marcia Anderson Profit Sharing Plan & Tr in the asset neighbourhood

Charles & Marcia Anderson Profit Sharing Plan & TrCharles & Marcia Anderson Pr…$4MIntegrated Circuit Support, Inc. Profit Sharing Plan and TrustIntegrated Circuit Support, …$4MThe First National Bank of Monterey Employees' Profit Sharing PlanThe First National Bank of M…$4MSaved by Grace, Inc. Profit Sharing Plan & TrustSaved by Grace, Inc. Profit …$4MCharter Oak Health Center, Inc. 403(b) Profit Sharing PlanCharter Oak Health Center, I…$4M
End-of-year total assets ($M) among Charles & Marcia Anderson Profit Sharing Plan & Tr and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Charles & Marcia Anderson Partners multi-year asset trail

Sponsor-wide plan assets over time

All Charles & Marcia Anderson Partners plans reported in each filing year

Latest sponsor-wide plan assets
$809K 80.8730910975905% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.23M $0.81M ▼ -80.9%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $5M
2024 1 4 $809K

Charles & Marcia Anderson Partners filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN931075864
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

Charles & Marcia Anderson Profit Sharing Plan & Tr vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Charles & Marcia Anderson Profit Sharing Plan & Tr, Total assets ($M): 4.228608 · Participants: 4Charles & Marcia Anderson Profit Sharing Plan & TrLes 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
Charles & Marcia Anderson Profit Sharing Plan & Tr vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Charles & Marcia Anderson Profit Sharing Plan & Tr side-by-side with 3 peers →

Charles & Marcia Anderson Profit Sharing Plan & Tr's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Integrated Circuit Support, Inc. Profit Sharing Plan and Trust in CA ($4M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Charles & Marcia Anderson Profit Sharing Plan & Tr assets move in 2022? ▼
Charles & Marcia Anderson Profit Sharing Plan & Tr declined sharply - down 20.7% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Charles & Marcia Anderson Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles & Marcia Anderson Partners's sponsor-wide assets declined 80.9%, from $4M to $809K.
Which Profit Sharing plans are similar in size to Charles & Marcia Anderson Profit Sharing Plan & Tr? ▼
Among Profit Sharing plans in other states, the closest by assets is Integrated Circuit Support, Inc. Profit Sharing Plan and Trust in CA ($4M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Charles & Marcia Anderson Profit Sharing Plan & Tr? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 931075864.

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.