401(k) · DOL Form 5500 · 2022

Norris & Stevens, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
40
Participants Small participant base
59th
Percentile by assets National rank
$184,071
Avg per participant Above avg balance/head
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Official DOL plan name: Norris & Stevens, Inc. 401(k) Profit Sharing Plan · Sponsored by Norris & Stevens, Inc. · Oregon · Real Estate

$7M in assets, 40 participants

Norris & Stevens, Inc.'s Norris & Stevens, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,793 in Real Estate (5,057 peers)

2022 asset change

Norris & Stevens, Inc. 401(k) Profit Sharing Plan declined sharply 26.1% in 2022 ($10M → $7M) for 40 participants.

#3,793
in Real Estate (5,057 peers)
-26.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Norris & Stevens, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Norris & Stevens, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,362,835 Top 41% higher than 59% 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

Norris & Stevens, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norris & Stevens, Inc. 401(k) Profit Sharing Plan is a small filing (40 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 930570087 · Norris & Stevens, Inc. PY 2022 · 401(k)

Norris & Stevens, Inc. 401(k) Profit Sharing Plan · $7M · 40 · 59th

  • TYPE $7M
  • TYPE 40
  • TYPE 59th
  • TYPE 401(k)
  • TYPE near Health Facility Retirement Plan
  • TYPE ind #3793

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 Real Estate retirement plans → · Plans in Oregon →

Norris & Stevens, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Norris & Stevens, Inc. 401(k) Profit Sharing PlanNorris & Stevens, Inc. 401(k…$7MHealth Facility Retirement PlanHealth Facility Retirement P…$7MNational Education Partners, Inc. 401(k) PlanNational Education Partners,…$7MMeier Clinics Retirement Savings PlanMeier Clinics Retirement Sav…$7MHolland Colours Americas Inc. 401(k) PlanHolland Colours Americas Inc…$7M
End-of-year total assets ($M) among Norris & Stevens, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Norris & Stevens, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Norris & Stevens, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 0.8019137003763079% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M 202220232024 $9.37M $9.45M ▲ +0.9%
Year Plans Participants Total Assets
2022 2 254 $9M
2023 1 286 $9M
2024 1 286 $9M

2022 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN930570087
Plan Effective Date1973-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Norris & Stevens, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Norris & Stevens, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007362835 · Participants: 40Norris & Stevens, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Norris & Stevens, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Norris & Stevens, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Norris & Stevens, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Health Facility Retirement Plan in NY ($7M); by covered participants it is Quality Switch Inc 401(k) Profit Sharing Plan & Trust in OH (40 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Norris & Stevens, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Norris & Stevens, Inc. 401(k) Profit Sharing Plan declined sharply - down 26.1% during 2022, from $10M to $7M. Reported net income was -$3M.
How have Norris & Stevens, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norris & Stevens, Inc.'s sponsor-wide assets grew 0.8%, from $9M to $9M.
Which 401(k) plans are similar in size to Norris & Stevens, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Facility Retirement Plan in NY ($7M, 551 participants).
Which 401(k) plans cover a similar participant headcount to Norris & Stevens, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Switch Inc 401(k) Profit Sharing Plan & Trust in OH (40 participants, $6M 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 930570087.

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.