Profit Sharing · DOL Form 5500 · 2023

PANORAMA Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
242
Participants Below avg headcount
57th
Percentile by assets National rank
$38,573
Avg per participant Low balance/head
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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.

  • #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.

#11,102
in Healthcare & Social Assistance (17,684 peers)
+6.5%
assets growth YoY

Panorama Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Panorama Retirement Plan and Trust vs every filed plan by assets

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

$9,334,577 Top 43% higher than 57% 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

Panorama Retirement 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. Panorama Retirement Plan and Trust sits mid-pack in the medium band (242 participants).

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 →

EBSA filing schedule strip

Filing strip 943048988 · PANORAMA PY 2023 · Profit Sharing

Panorama Retirement Plan and Trust · $9M · 242 · 57th

  • 5500 $9M
  • ASSETS 242
  • PCT 57th
  • EIN Profit Sharing
  • RANK near Hampton Regional Medical Center Tax Deferred Annuity Plan
  • PHOTO ind #11102

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

Panorama Retirement Plan and Trust in the asset neighbourhood

J&a Companies, Inc. Retirement PlanJ&a Companies, Inc. Retireme…$9MFidelity Profit Sharing Retirement PlanFidelity Profit Sharing Reti…$9MWinston Salem Industries for the Blind Retirement PlanWinston Salem Industries for…$9MPanorama Retirement Plan and TrustPanorama Retirement Plan and…$9MHampton Regional Medical Center Tax Deferred Annuity PlanHampton Regional Medical Cen…$9M
End-of-year total assets ($M) among Panorama Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All PANORAMA plans reported in each filing year

Latest sponsor-wide plan assets
$10M 14.60181020570395% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.76M $10M ▲ +14.6%
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 Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Panorama Retirement Plan and Trust, Total assets ($M): 9.334577 · Participants: 242Panorama Retirement Plan and TrustBill & 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
Panorama Retirement Plan and Trust vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Panorama Retirement Plan and Trust side-by-side with 3 peers →

Panorama Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Hampton Regional Medical Center Tax Deferred Annuity Plan in SC ($9M); by covered participants it is Automotive Racing Products, Inc. Profit Sharing Plan in CA (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 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).
Which Profit Sharing plans cover a similar participant headcount to Panorama Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Automotive Racing Products, Inc. Profit Sharing Plan in CA (242 participants, $16M 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 943048988.

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.