Profit Sharing · DOL Form 5500 · 2022

Sorensen and Edwards, P.S. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Sorensen & Edwards, P.S. Profit Sharing Plan & Trust · Sponsored by Sorensen and Edwards, P.S. · Washington · Professional & Technical Services

$1M in assets, 1 participants

Sorensen and Edwards, P.S.'s Sorensen & Edwards, P.S. Profit Sharing Plan & Trust reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #5,082 in Professional & Technical Services (21,562 peers)

Sorensen and Edwards, P.S. multi-year trail

Sorensen and Edwards, P.S.'s plans moved +35.6% in assets from 2022 to 2024; this filing shows Sorensen & Edwards, P.S. Profit Sharing Plan & Trust at $1M / 1 participant.

#5,082
in Professional & Technical Services (21,562 peers)
-19.1%
assets change YoY

The plan reported a net loss of $294K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sorensen & Edwards, P.S. Profit Sharing Plan & Trust among the smaller filed plans by assets

Sorensen & Edwards, P.S. Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,244,413 27th percentile higher than 27% 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

Sorensen & Edwards, P.S. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sorensen & Edwards, P.S. Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 911490139 · Sorensen and Edwards, P.S. PY 2022 · Profit Sharing

Sorensen & Edwards, P.S. Profit Sharing Plan & Trust · $1M · 1 · 27th

  • IND $1M
  • IND 1
  • IND 27th
  • IND Profit Sharing
  • IND near Warren Bank Profit Sharing Plan
  • IND ind #5082

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 Washington →

Sorensen & Edwards, P.S. Profit Sharing Plan & Trust in the asset neighbourhood

Rep Services, Inc. of California Profit Sharing PlanRep Services, Inc. of Califo…$1MJ.J. Valve, Inc. Profit Sharing PlanJ.J. Valve, Inc. Profit Shar…$1MSorensen & Edwards, P.S. Profit Sharing Plan & TrustSorensen & Edwards, P.S. Pro…$1MWarren Bank Profit Sharing PlanWarren Bank Profit Sharing P…$1MM. Edwin Davis, M.D., P.C. Profit Sharing PlanM. Edwin Davis, M.D., P.C. P…$1M
End-of-year total assets ($M) among Sorensen & Edwards, P.S. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Sorensen and Edwards, P.S. multi-year asset trail

Sponsor-wide plan assets over time

All Sorensen and Edwards, P.S. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.59557799540828% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.24M $1.69M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $2M

Sorensen and Edwards, P.S. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$294K
Employer EIN911490139
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Washington

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

Sorensen & Edwards, P.S. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600 Total assets ($M) Participants Sorensen & Edwards, P.S. Profit Sharing Plan & Trust, Total assets ($M): 1.244413 · Participants: 1Sorensen & Edwards, P.S. Profit Sharing Plan & TrustItron, Inc. Incentive Savings Plan, Total assets ($M): 493.753919 · Participants: 2596Itron, Inc. Incentive Savings PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 468.18651 · Participants: 1613Bill & Melinda Gates Foundation Sharing Retirement PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 284.097962 · Participants: 73362SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 245.51852 · Participants: 1639Western Washington Painters Defined Contribution Pension PlanPeacehealth Southwest Medical Center Employer Contribution Plan, Total assets ($M): 173.025444 · Participants: 3089Peacehealth Southwest Medical Center Employer Contribution Plan
Sorensen & Edwards, P.S. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Sorensen & Edwards, P.S. Profit Sharing Plan & Trust side-by-side with 3 peers →

Sorensen & Edwards, P.S. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Warren Bank Profit Sharing Plan in AR ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Sorensen & Edwards, P.S. Profit Sharing Plan & Trust assets move in 2022? ▼
Sorensen & Edwards, P.S. Profit Sharing Plan & Trust declined sharply - down 19.1% during 2022, from $2M to $1M. Reported net income was -$294K.
How have Sorensen and Edwards, P.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sorensen and Edwards, P.S.'s sponsor-wide assets grew 35.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Sorensen & Edwards, P.S. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Warren Bank Profit Sharing Plan in AR ($1M, 36 participants).
Which Profit Sharing plans cover a similar participant headcount to Sorensen & Edwards, P.S. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 911490139.

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.