Profit Sharing · DOL Form 5500 · 2022

Norma Engeman Profit Sharing Plan

Data updated 2026-08-25

$202K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$101,217
Avg per participant Below avg balance/head
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Official DOL plan name: Norma J Engeman Profit Sharing Plan · Sponsored by Norma Engeman · Oregon · Retail Trade

$202K in assets, 2 participants

Norma Engeman's Norma J Engeman Profit Sharing Plan reported $202K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,508 in Retail Trade (9,519 peers)

Norma Engeman multi-year trail

Norma Engeman's plans moved -63.4% in assets from 2022 to 2024; this filing shows Norma J Engeman Profit Sharing Plan at $202K / 2 participants.

#1,508
in Retail Trade (9,519 peers)
-18.5%
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.

Norma J Engeman Profit Sharing Plan among the smaller filed plans by assets

Norma J Engeman Profit Sharing Plan vs every filed plan by assets

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

$202,433 11th percentile higher than 11% 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

Norma J Engeman 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. Norma J Engeman Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 930717305 · Norma Engeman PY 2022 · Profit Sharing

Norma J Engeman Profit Sharing Plan · $202K · 2 · 11th

  • PCT $202K
  • PCT 2
  • PCT 11th
  • PCT Profit Sharing
  • PCT near Welleatable Holding Inc. Retirement Plan
  • PCT ind #1508

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 Retail Trade retirement plans → · Plans in Oregon →

Norma J Engeman Profit Sharing Plan in the asset neighbourhood

Norma J Engeman Profit Sharing PlanNorma J Engeman Profit Shari…$202KWelleatable Holding Inc. Retirement PlanWelleatable Holding Inc. Ret…$202KWarren W Mark PC Profit Sharing PlanWarren W Mark PC Profit Shar…$202KRainbow Sands Inc. Retirement PlanRainbow Sands Inc. Retiremen…$202KJs Kech, Inc. Profit Sharing PlanJs Kech, Inc. Profit Sharing…$203K
End-of-year total assets ($M) among Norma J Engeman Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Norma Engeman multi-year asset trail

Sponsor-wide plan assets over time

All Norma Engeman plans reported in each filing year

Latest sponsor-wide plan assets
$74K 63.36713875702085% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M 202220232024 $0.2M $0.07M ▼ -65.0%
Year Plans Participants Total Assets
2022 1 2 $202K
2023 1 2 $150K
2024 1 2 $74K

Norma Engeman filing trail (2022)

Total Assets (Beginning of Year)$248K
Net Assets (End of Year)$202K
Net Income-$46K
Employer EIN930717305
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

Norma J Engeman Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Norma J Engeman Profit Sharing Plan, Total assets ($M): 0.202433 · Participants: 2Norma J Engeman 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
Norma J Engeman Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Norma J Engeman Profit Sharing Plan side-by-side with 3 peers →

Norma J Engeman Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Welleatable Holding Inc. Retirement Plan in TX ($202K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($202K here).

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 Norma J Engeman Profit Sharing Plan assets move in 2022? ▼
Norma J Engeman Profit Sharing Plan declined sharply - down 18.5% during 2022, from $248K to $202K. Reported net income was -$46K.
How have Norma Engeman plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norma Engeman's sponsor-wide assets declined 63.4%, from $202K to $74K.
Where does Norma J Engeman Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Norma J Engeman Profit Sharing Plan ranks in the 11th 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 Norma J Engeman Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Welleatable Holding Inc. Retirement Plan in TX ($202K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Norma J Engeman 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 930717305.

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.