401(k) · DOL Form 5500 · 2023
Norris Design, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $106,252
- Avg per participant Below avg balance/head
Official DOL plan name: Norris Design 401(k) Profit Sharing Plan and Trust · Sponsored by Norris Design, Inc. · Colorado · Professional & Technical Services
$19M in assets, 182 participants
Norris Design, Inc.'s Norris Design 401(k) Profit Sharing Plan and Trust reported $19M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,581 in Professional & Technical Services (20,321 peers)
Coverage in Colorado
Norris Design 401(k) Profit Sharing Plan and Trust covers 182 participants in Colorado, about 48% of the average Colorado filer (state average ~376 per filing). Assets: $19M.
- #14,581
- in Professional & Technical Services (20,321 peers)
- +24.6%
- assets growth YoY
Norris Design 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Norris Design 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,337,817 Top 28% higher than 72% 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
Norris Design 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norris Design 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Norris Design 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Norris Design 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Norris Design 401(k) Profit Sharing Plan and Trust reported participants rose from 158 in the plan year 2022 filing to 182 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 841179372 · Norris Design, Inc. PY 2023 · 401(k)
Norris Design 401(k) Profit Sharing Plan and Trust · $19M · 182 · 72nd
- EIN $19M
- EIN 182
- EIN 72nd
- EIN 401(k)
- EIN near Coverent LLC Retirement Plan
- EIN ind #14581
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 Professional & Technical Services retirement plans → · Plans in Colorado →
Norris Design 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 841179372 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Norris Design, Inc.)
Sponsor-wide plan assets over time
All Norris Design, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 32.40456095027274% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $16M |
| 2023 | 1 | 182 | $19M |
| 2024 | 1 | 126 | $21M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Norris Design 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Coverent LLC Retirement Plan in VA ($19M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Coverent LLC Retirement Plan (VA) $19M · 142
- Norcal Rental Group 401(k) Plan (CA) $19M · 198
- Fairway Market III 401(k) Profit Sharing Plan (CA) $19M · 273
- Lectrosonics, Inc. 401(k) Plan (NM) $19M · 127
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- Broadmoor Management Company 401(k) Profit Sharing Plan (NE) 182 · 0 off
- Mid-States Packaging, Inc 401(k) Plan (MA) 182 · 0 off
- Schoolco Intermediate LLC 401(k) Plan (NY) 182 · 0 off
- Alimed 401(k) Plan (MA) 182 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.