Profit Sharing · DOL Form 5500 · 2024

Collis Enterprises Inc. Profit Sharing Plan

Data updated 2026-08-25

$627K
Total assets Small plan by assets
5
Participants Small participant base
19th
Percentile by assets National rank
$125,439
Avg per participant Near avg balance/head
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Official DOL plan name: Collis Enterprises Inc. Retirement Plan · Sponsored by Collis Enterprises Inc. · Oregon · Administrative & Support Services

$627K in assets, 5 participants

Collis Enterprises Inc.'s Collis Enterprises Inc. Retirement Plan reported $627K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,826 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Collis Enterprises Inc. Retirement Plan ranks #1,826 of 4,368 2024 filers by assets (4600% of the sector average)-$627K for 5 participants.

#1,826
in Administrative & Support Services (4,368 peers)
+17.6%
assets growth YoY

Collis Enterprises Inc. Retirement Plan among the smaller filed plans by assets

Collis Enterprises Inc. Retirement Plan vs every filed plan by assets

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

$627,195 19th percentile higher than 19% 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

Collis Enterprises Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Collis Enterprises Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Collis Enterprises Inc. Retirement Plan end-of-year assets rose from $465K in the plan year 2022 filing to $627K in the plan year 2024 filing.
  • Collis Enterprises Inc. Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2024 filing.
  • Collis Enterprises Inc. Retirement Plan reported net income fell from $125K in the plan year 2022 filing to $94K in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 814041236 · Collis Enterprises Inc. PY 2024 · Profit Sharing

Collis Enterprises Inc. Retirement Plan · $627K · 5 · 19th

  • VS-ST $627K
  • BOY 5
  • SCH 19th
  • EBSA Profit Sharing
  • PART near Penelope's Friends Inc. Retirement Plan
  • TYPE ind #1826

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 Administrative & Support Services retirement plans → · Plans in Oregon →

Collis Enterprises Inc. Retirement Plan in the asset neighbourhood

Collis Enterprises Inc. Retirement PlanCollis Enterprises Inc. Reti…$627KPenelope's Friends Inc. Retirement PlanPenelope's Friends Inc. Reti…$628KKcm Love Dogs Inc. Retirement PlanKcm Love Dogs Inc. Retiremen…$627KMj Tolan, Incorporated Retirement PlanMj Tolan, Incorporated Retir…$627KFalcon Wealth Management Inc. Retirement PlanFalcon Wealth Management Inc…$628K
End-of-year total assets ($M) among Collis Enterprises Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$533K
Net Assets (End of Year)$627K
Net Income$94K
Employer EIN814041236
Plan Effective Date2016-10-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Collis Enterprises Inc.)

Sponsor-wide plan assets over time

All Collis Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$627K 34.884706206208364% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 20222024 $0.46M $0.63M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 4 $465K
2024 1 5 $627K

Nearby Profit Sharing Plans in Oregon

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

Collis Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Collis Enterprises Inc. Retirement Plan, Total assets ($M): 0.627195 · Participants: 5Collis Enterprises Inc. Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 865.392707 · Participants: 5738Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 817.192113 · Participants: 12025Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 211.941238 · Participants: 730Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 190.881902 · Participants: 634The Hoffman Employee Retirement Income PlanTuality Healthcare Performance Retirement Plan - 403(b), Total assets ($M): 120.429421 · Participants: 1263Tuality Healthcare Performance Retirement Plan - 403(b)
Collis Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Collis Enterprises Inc. Retirement Plan side-by-side with 3 peers →

Collis Enterprises Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Penelope's Friends Inc. Retirement Plan in DE ($628K); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($627K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); 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 Collis Enterprises Inc. Retirement Plan assets move in 2024? ▼
Collis Enterprises Inc. Retirement Plan grew sharply - up 17.6% during 2024, from $533K to $627K. Reported net income was $94K.
How have Collis Enterprises Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Collis Enterprises Inc.'s sponsor-wide assets grew 34.9%, from $465K to $627K.
Where does Collis Enterprises Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Collis Enterprises Inc. Retirement Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Collis Enterprises Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Penelope's Friends Inc. Retirement Plan in DE ($628K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Collis Enterprises Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 814041236.

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.