Profit Sharing · DOL Form 5500 · 2023
Charles & Marcia Anderson Partners Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Charles & Marcia Anderson Profit Sharing Plan & Tr · Sponsored by Charles & Marcia Anderson Partners · Oregon · Agriculture, Forestry & Fishing
$5M in assets, 4 participants
Charles & Marcia Anderson Partners's Charles & Marcia Anderson Profit Sharing Plan & Tr reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #617 in Agriculture, Forestry & Fishing (1,288 peers)
Charles & Marcia Anderson Partners multi-year trail
Charles & Marcia Anderson Partners's plans moved -80.9% in assets from 2022 to 2024; this filing shows Charles & Marcia Anderson Profit Sharing Plan & Tr at $5M / 4 participants.
- #617
- in Agriculture, Forestry & Fishing (1,288 peers)
- +28.1%
- assets growth YoY
Charles & Marcia Anderson Profit Sharing Plan & Tr's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
Charles & Marcia Anderson Profit Sharing Plan & Tr vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,415,339 46th percentile higher than 46% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Charles & Marcia Anderson Profit Sharing Plan & Tr among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles & Marcia Anderson Profit Sharing Plan & Tr is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charles & Marcia Anderson Profit Sharing Plan & Tr reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Charles & Marcia Anderson Profit Sharing Plan & Tr end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 931075864 · Charles & Marcia Anderson Partners PY 2023 · Profit Sharing
Charles & Marcia Anderson Profit Sharing Plan & Tr · $5M · 4 · 46th
- BOY $5M
- SCH 4
- EBSA 46th
- PART Profit Sharing
- TYPE near Seamens Society for Children and Families 403(b) Plan
- NET ind #617
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Oregon →
Charles & Marcia Anderson Profit Sharing Plan & Tr in the asset neighbourhood
Charles & Marcia Anderson Partners multi-year asset trail
Sponsor-wide plan assets over time
All Charles & Marcia Anderson Partners plans reported in each filing year
- Latest sponsor-wide plan assets
- $809K 80.8730910975905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $4M |
| 2023 | 1 | 4 | $5M |
| 2024 | 1 | 4 | $809K |
Charles & Marcia Anderson Partners filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 931075864 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $805M · 5,463
- Les Schwab Profit Sharing Retirement Plan $770M · 5,474
- Legacy Health Defined Contribution Retirement Plan $697M · 11,313
- Willamette University Defined Contribution Retirement Plan $195M · 766
- The Hoffman Employee Retirement Income Plan $172M · 485
Charles & Marcia Anderson Profit Sharing Plan & Tr's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Seamens Society for Children and Families 403(b) Plan in NY ($5M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
- Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.