Profit Sharing · DOL Form 5500 · 2022

PANORAMA Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
257
Participants Below avg headcount
62nd
Percentile by assets National rank
$34,097
Avg per participant Low balance/head
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Official DOL plan name: Panorama Retirement Plan and Trust · Sponsored by PANORAMA · Washington · Healthcare & Social Assistance

$9M in assets, 257 participants

PANORAMA's Panorama Retirement Plan and Trust reported $9M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,628 in Healthcare & Social Assistance (20,060 peers)

Coverage in Washington

Panorama Retirement Plan and Trust covers 257 participants in Washington, about 17% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.

#13,628
in Healthcare & Social Assistance (20,060 peers)
+4.5%
assets growth YoY

Panorama Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Panorama Retirement Plan and Trust vs every filed plan by assets

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

$8,762,982 Top 38% higher than 62% 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

Panorama Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Panorama Retirement Plan and Trust sits mid-pack in the medium band (257 participants).

Plan-year Form 5500 strip

Filing strip 943048988 · PANORAMA PY 2022 · Profit Sharing

Panorama Retirement Plan and Trust · $9M · 257 · 62nd

  • TYPE $9M
  • TYPE 257
  • TYPE 62nd
  • TYPE Profit Sharing
  • TYPE near Willow Brook 403(b) Retirement Plan
  • TYPE ind #13628

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 →

Panorama Retirement Plan and Trust in the asset neighbourhood

Panorama Retirement Plan and TrustPanorama Retirement Plan and…$9MWillow Brook 403(b) Retirement PlanWillow Brook 403(b) Retireme…$9MNeighborhood Defender Service, Inc. Tax Sheltered Annuity PlanNeighborhood Defender Servic…$9MRolls Anderson & Rolls Profit Sharing PlanRolls Anderson & Rolls Profi…$9MHannahan Endodontic Group, P.C. Profit Sharing PlanHannahan Endodontic Group, P…$9M
End-of-year total assets ($M) among Panorama Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$374K
Employer EIN943048988
Plan Effective Date1978-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PANORAMA)

Sponsor-wide plan assets over time

All PANORAMA plans reported in each filing year

Latest sponsor-wide plan assets
$10M 14.60181020570395% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.76M $10M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 257 $9M
2023 1 242 $9M
2024 1 250 $10M

Nearby Profit Sharing Plans in Washington

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

Panorama Retirement Plan and Trust vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600 Total assets ($M) Participants Panorama Retirement Plan and Trust, Total assets ($M): 8.762982 · Participants: 257Panorama Retirement Plan and 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
Panorama Retirement Plan and Trust vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Panorama Retirement Plan and Trust side-by-side with 3 peers →

Panorama Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Willow Brook 403(b) Retirement Plan in OH ($9M); by covered participants it is San Jorge Children's Hospital Retirement Plan in PR (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Panorama Retirement Plan and Trust assets move in 2022? ▼
Panorama Retirement Plan and Trust edged up modestly - up 4.5% during 2022, from $8M to $9M. Reported net income was $374K.
How have PANORAMA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PANORAMA's sponsor-wide assets grew 14.6%, from $9M to $10M.
Which Profit Sharing plans are similar in size to Panorama Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Willow Brook 403(b) Retirement Plan in OH ($9M, 408 participants).
Which Profit Sharing plans cover a similar participant headcount to Panorama Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is San Jorge Children's Hospital Retirement Plan in PR (257 participants, $5M 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 943048988.

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.