Other
2022 plan-year Other DOL Form 5500

Ankrom Moisan Associated Architects Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ankrom Moisan Architects, Inc. · Oregon · Professional & Technical Services

What the 2023 filing shows

Ankrom Moisan Associated Architects Employee Stock Ownership Plan holds $17M for 222 participants — about $78,386 per participant, down 5.5% over the 2022 plan year.

$17M
total plan assets (2022 EOY)
222
covered participants
$78,386
avg assets per participant
-5.5%
assets change YoY

The plan reported a net loss of $772K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$17M
Participants
222
State
Industry
Professional & Technical Services

What the Filing Says About Ankrom Moisan Associated Architects Employee Stock Ownership Plan

Ankrom Moisan Associated Architects Employee Stock Ownership Plan is a Other retirement plan sponsored by Ankrom Moisan Architects, Inc., headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 222 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 931014387, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2022 to $17M at year-end — a decline of 5.5%. Net assets (after liabilities) closed the year at $17M, with reported net income of $-772,167 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$-772,167
Plan TypeOther
Employer EIN931014387
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ankrom Moisan Architects, Inc.)

Year Plans Participants Total Assets
2022 2 446 $42M
2023 2 462 $42M
2024 2 513 $37M

Nearby Other Plans in Oregon

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Ankrom Moisan Associated Architects Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Ankrom Moisan Associated Architects Employee Stock Ownership Plan holds $17M in total assets with 222 participants. It is sponsored by Ankrom Moisan Architects, Inc..
What type of plan is Ankrom Moisan Associated Architects Employee Stock Ownership Plan?
Ankrom Moisan Associated Architects Employee Stock Ownership Plan is a Other plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 931014387.
Who sponsors the Ankrom Moisan Associated Architects Employee Stock Ownership Plan?
Ankrom Moisan Associated Architects Employee Stock Ownership Plan is sponsored by Ankrom Moisan Architects, Inc., located in Oregon. The sponsor's EIN is 931014387 and the plan operates in the Professional & Technical Services industry.
How did Ankrom Moisan Associated Architects Employee Stock Ownership Plan perform in 2022?
Ankrom Moisan Associated Architects Employee Stock Ownership Plan declined by 5.5% during 2022, moving from $18M to $17M in total assets. Net income was $-772,167.
Where can I find official filings for Ankrom Moisan Associated Architects Employee Stock Ownership Plan?
Official Form 5500 filings for Ankrom Moisan Associated Architects Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 931014387 or plan name at efast.dol.gov.
How does Ankrom Moisan Associated Architects Employee Stock Ownership Plan compare to other plans?
You can compare Ankrom Moisan Associated Architects Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 931014387.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.