Profit Sharing · DOL Form 5500 · 2022

Kjersten Heron, PLLC Profit Sharing Plan

Data updated 2026-08-25

$324K
Total assets Small plan by assets
5
Participants Small participant base
14th
Percentile by assets National rank
$64,879
Avg per participant Low balance/head
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Official DOL plan name: Kjersten Heron PLLC Profit-Sharing Plan · Sponsored by Kjersten Heron, PLLC · Washington · Healthcare & Social Assistance

$324K in assets, 5 participants

Kjersten Heron, PLLC's Kjersten Heron PLLC Profit-Sharing Plan reported $324K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,094 in Healthcare & Social Assistance (20,060 peers)

Kjersten Heron, PLLC multi-year trail

Kjersten Heron, PLLC's plans moved -37.0% in assets from 2022 to 2024; this filing shows Kjersten Heron PLLC Profit-Sharing Plan at $324K / 5 participants.

#2,094
in Healthcare & Social Assistance (20,060 peers)
-96.7%
assets change YoY

The plan reported a net loss of $632K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kjersten Heron PLLC Profit-Sharing Plan among the smaller filed plans by assets

Kjersten Heron PLLC Profit-Sharing Plan vs every filed plan by assets

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

$324,395 14th percentile higher than 14% 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

Kjersten Heron PLLC 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. Kjersten Heron PLLC Profit-Sharing Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 832091890 · Kjersten Heron, PLLC PY 2022 · Profit Sharing

Kjersten Heron PLLC Profit-Sharing Plan · $324K · 5 · 14th

  • PART $324K
  • TYPE 5
  • NET 14th
  • BOOK Profit Sharing
  • VS-ST near Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust
  • BOY ind #2094

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

Kjersten Heron PLLC Profit-Sharing Plan in the asset neighbourhood

Kjersten Heron PLLC Profit-Sharing PlanKjersten Heron PLLC Profit-S…$324KShahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & TrustShahriar Safavi, M. D. , P. …$324KMra International, Inc. Money Purchase PlanMra International, Inc. Mone…$324KSjb Fitness Holdings, Inc. Retirement PlanSjb Fitness Holdings, Inc. R…$324KGeneral Insurance Brokers Retirement PlanGeneral Insurance Brokers Re…$325K
End-of-year total assets ($M) among Kjersten Heron PLLC Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Kjersten Heron, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Kjersten Heron, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$205K 36.95494690115446% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.32M $0.2M ▼ -37.5%
Year Plans Participants Total Assets
2022 1 5 $324K
2023 1 5 $173K
2024 1 4 $205K

Kjersten Heron, PLLC filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$324K
Net Income-$632K
Employer EIN832091890
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Washington

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

Kjersten Heron PLLC Profit-Sharing Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600 Total assets ($M) Participants Kjersten Heron PLLC Profit-Sharing Plan, Total assets ($M): 0.324395 · Participants: 5Kjersten Heron PLLC Profit-Sharing PlanItron, 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
Kjersten Heron PLLC Profit-Sharing Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Kjersten Heron PLLC Profit-Sharing Plan side-by-side with 3 peers →

Kjersten Heron PLLC Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust in CA ($324K); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Kjersten Heron PLLC Profit-Sharing Plan assets move in 2022? ▼
Kjersten Heron PLLC Profit-Sharing Plan contracted severely - down 96.7% during 2022, from $10M to $324K. Reported net income was -$632K.
How have Kjersten Heron, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kjersten Heron, PLLC's sponsor-wide assets declined 37.0%, from $324K to $205K.
Where does Kjersten Heron PLLC Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Kjersten Heron PLLC Profit-Sharing Plan ranks in the 14th 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 Kjersten Heron PLLC Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust in CA ($324K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Kjersten Heron PLLC Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 832091890.

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.