Profit Sharing · DOL Form 5500 · 2023

Norm Wallace Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
44th
Percentile by assets National rank
$969,942
Avg per participant High balance/head
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Official DOL plan name: Norm Wallace Agency, Inc Profit Sharing Plan · Sponsored by Norm Wallace Agency, Inc. · Washington · Finance & Insurance

$5M in assets, 5 participants

Norm Wallace Agency, Inc.'s Norm Wallace Agency, Inc Profit Sharing Plan reported $5M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,735 in Finance & Insurance (8,869 peers)

Norm Wallace Agency, Inc. multi-year trail

Norm Wallace Agency, Inc.'s plans moved +39.8% in assets from 2022 to 2024; this filing shows Norm Wallace Agency, Inc Profit Sharing Plan at $5M / 5 participants.

#2,735
in Finance & Insurance (8,869 peers)
+25.4%
assets growth YoY

Norm Wallace Agency, Inc Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Norm Wallace Agency, Inc Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,849,710 44th percentile higher than 44% of 127,068 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 2023

Norm Wallace Agency, Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norm Wallace Agency, Inc Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norm Wallace Agency, Inc Profit Sharing Plan reported net income rose from -$17K in the plan year 2022 filing to $983K in the plan year 2023 filing.
  • Norm Wallace Agency, Inc Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Norm Wallace Agency, Inc Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 910720427 · Norm Wallace Agency, Inc. PY 2023 · Profit Sharing

Norm Wallace Agency, Inc Profit Sharing Plan · $5M · 5 · 44th

  • 5500 $5M
  • ASSETS 5
  • PCT 44th
  • EIN Profit Sharing
  • RANK near Seba Holdings, Inc. Profit Sharing Plan
  • PHOTO ind #2735

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 Finance & Insurance retirement plans → · Plans in Washington →

Norm Wallace Agency, Inc Profit Sharing Plan in the asset neighbourhood

Norm Wallace Agency, Inc Profit Sharing PlanNorm Wallace Agency, Inc Pro…$5MSeba Holdings, Inc. Profit Sharing PlanSeba Holdings, Inc. Profit S…$5MDragon Trading, Inc. Profit Sharing PlanDragon Trading, Inc. Profit …$5MHorne LLP Puerto Rico Employees Profit Sharing PlanHorne LLP Puerto Rico Employ…$5MProfit Sharing Plan$5M
End-of-year total assets ($M) among Norm Wallace Agency, Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Norm Wallace Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Norm Wallace Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.82610310203972% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.87M $5.41M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 5 $5M
2024 1 5 $5M

Norm Wallace Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$983K
Employer EIN910720427
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Washington

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

Norm Wallace Agency, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Norm Wallace Agency, Inc Profit Sharing Plan, Total assets ($M): 4.84971 · Participants: 5Norm Wallace Agency, Inc Profit Sharing PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 579.391272 · Participants: 1735Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 575.69267 · Participants: 2440Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 478.440322 · Participants: 11441Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 383.829878 · Participants: 70796SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 258.890378 · Participants: 1660Western Washington Painters Defined Contribution Pension Plan
Norm Wallace Agency, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Norm Wallace Agency, Inc Profit Sharing Plan side-by-side with 3 peers →

Norm Wallace Agency, Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Seba Holdings, Inc. Profit Sharing Plan in TX ($5M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Norm Wallace Agency, Inc Profit Sharing Plan assets move in 2023? ▼
Norm Wallace Agency, Inc Profit Sharing Plan grew sharply - up 25.4% during 2023, from $4M to $5M. Reported net income was $983K.
How have Norm Wallace Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norm Wallace Agency, Inc.'s sponsor-wide assets grew 39.8%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Norm Wallace Agency, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Seba Holdings, Inc. Profit Sharing Plan in TX ($5M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Norm Wallace Agency, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 910720427.

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.