Profit Sharing · DOL Form 5500 · 2024

Sorensen and Edwards, Ps Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Sorensen & Edwards, P.S. · Sponsored by Sorensen and Edwards, Ps · Washington · Professional & Technical Services

$2M in assets, 1 participants

Sorensen and Edwards, Ps's Sorensen & Edwards, P.S. reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,670 in Professional & Technical Services (20,173 peers)

Sorensen and Edwards, Ps multi-year trail

Sorensen and Edwards, Ps's plans moved +35.6% in assets from 2022 to 2024; this filing shows Sorensen & Edwards, P.S. at $2M / 1 participant.

#4,670
in Professional & Technical Services (20,173 peers)
+17.0%
assets growth YoY

Sorensen & Edwards, P.S. among the smaller filed plans by assets

Sorensen & Edwards, P.S. vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,687,369 28th percentile higher than 28% of 123,620 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 2024

Sorensen & Edwards, P.S. among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sorensen & Edwards, P.S. is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sorensen & Edwards, P.S. reported net income rose from $198K in the plan year 2023 filing to $245K in the plan year 2024 filing.
  • Sorensen & Edwards, P.S. end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 911490139 · Sorensen and Edwards, Ps PY 2024 · Profit Sharing

Sorensen & Edwards, P.S. · $2M · 1 · 28th

  • ASSETS $2M
  • ASSETS 1
  • ASSETS 28th
  • ASSETS Profit Sharing
  • ASSETS near Arcobaleno Childcare, Inc. Retirement Plan
  • ASSETS ind #4670

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 Washington →

Sorensen & Edwards, P.S. in the asset neighbourhood

Sorensen & Edwards, P.S.$2MArcobaleno Childcare, Inc. Retirement PlanArcobaleno Childcare, Inc. R…$2MWhite River Management, Inc. Profit Sharing PlanWhite River Management, Inc.…$2MEnterprise Properties Profit Sharing PlanEnterprise Properties Profit…$2MBrancato, Haggerty, & Palmentere, Lc Profit Sharing PlanBrancato, Haggerty, & Palmen…$2M
End-of-year total assets ($M) among Sorensen & Edwards, P.S. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Sorensen and Edwards, Ps multi-year asset trail

Sponsor-wide plan assets over time

All Sorensen and Edwards, Ps plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.59557799540828% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.24M $1.69M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $2M

Sorensen and Edwards, Ps filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$245K
Employer EIN911490139
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Washington

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

Sorensen & Edwards, P.S. vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Sorensen & Edwards, P.S., Total assets ($M): 1.687369 · Participants: 1Sorensen & Edwards, P.S.Bill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 680.146571 · Participants: 1926Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 650.542267 · Participants: 2593Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 561.583701 · Participants: 11865Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 497.670399 · Participants: 72804SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 262.703057 · Participants: 1633Western Washington Painters Defined Contribution Pension Plan
Sorensen & Edwards, P.S. vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Sorensen & Edwards, P.S. side-by-side with 3 peers →

Sorensen & Edwards, P.S.'s out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Arcobaleno Childcare, Inc. Retirement Plan in PA ($2M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sorensen & Edwards, P.S. assets move in 2024? ▼
Sorensen & Edwards, P.S. grew sharply - up 17.0% during 2024, from $1M to $2M. Reported net income was $245K.
How have Sorensen and Edwards, Ps plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sorensen and Edwards, Ps's sponsor-wide assets grew 35.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Sorensen & Edwards, P.S.? ▼
Among Profit Sharing plans in other states, the closest by assets is Arcobaleno Childcare, Inc. Retirement Plan in PA ($2M, 50 participants).
Which Profit Sharing plans cover a similar participant headcount to Sorensen & Edwards, P.S.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911490139.

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.