Profit Sharing · DOL Form 5500 · 2023

PANORAMA Profit Sharing Plan

Data updated 2026-08-11

$9M
Total assets
242
Participants
57th
Percentile by assets
$38,573
Avg per participant
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Official DOL plan name: Panorama Retirement Plan and Trust · Sponsored by PANORAMA · Washington · Healthcare & Social Assistance

$9M in assets, 242 participants

PANORAMA's Panorama Retirement Plan and Trust reported $9M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • 57th percentile by assets (of 127,072 plans)
  • #11,102 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Panorama Retirement Plan and Trust covers 242 participants in Washington, about 16% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.

$9M
total plan assets (2023 EOY)
242
covered participants
57th
percentile by assets (of 127,072 plans)
$38,573
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Panorama Retirement Plan and Trust reported net income rose from $374K in the plan year 2022 filing to $572K in the plan year 2023 filing.
  • Panorama Retirement Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Panorama Retirement Plan and Trust reported participants fell from 257 in the plan year 2022 filing to 242 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Panorama Retirement Plan and Trust reports 242 participants - about 16% of that state average ($9M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$572K
Employer EIN943048988
Plan Effective Date1978-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PANORAMA)

$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.76M $10M ▲ +14.6%
Total plan assets by year, all PANORAMA plans on file
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

Panorama Retirement Plan and Trust vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Panorama Retirement …Bill & Melinda Gates…Itron, Inc. Incentiv…Multicare Health Sys…SEIU 775 Secure Reti…Western Washington P…
Panorama Retirement Plan and Trust vs. nearby Profit Sharing plans in Washington, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Panorama Retirement Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Panorama Retirement Plan and Trust assets move in 2023?
Panorama Retirement Plan and Trust grew at a solid clip - up 6.5% during 2023, from $9M to $9M. Reported net income was $572K.
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 Hampton Regional Medical Center Tax Deferred Annuity Plan in SC ($9M, 277 participants).

Filing takeaways

Ways to act on Panorama Retirement Plan and Trust's numbers.