Profit Sharing · DOL Form 5500 · 2024

Norm Wallace Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
43rd
Percentile by assets National rank
$1.1M
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 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,511 in Finance & Insurance (8,549 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.

#2,511
in Finance & Insurance (8,549 peers)
+11.5%
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 2024 · DOL Form 5500

$5,407,081 43rd percentile higher than 43% 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

Norm Wallace Agency, Inc Profit Sharing 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. 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 2023 → plan year 2024

  • Norm Wallace Agency, Inc Profit Sharing Plan reported net income fell from $983K in the plan year 2023 filing to $557K in the plan year 2024 filing.
  • Norm Wallace Agency, Inc Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 910720427 · Norm Wallace Agency, Inc. PY 2024 · Profit Sharing

Norm Wallace Agency, Inc Profit Sharing Plan · $5M · 5 · 43rd

  • EOY $5M
  • EOY 5
  • EOY 43rd
  • EOY Profit Sharing
  • EOY near Vph Retirement Savings Plan
  • EOY ind #2511

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…$5MVph Retirement Savings Plan$5MFranklin's Earthmoving Inc. Profit Sharing PlanFranklin's Earthmoving Inc. …$5MC.J. Dannemiller Co., Inc. Profit Sharing PlanC.J. Dannemiller Co., Inc. P…$5MHolo Inc. Retirement 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 2024.

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 (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$557K
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): 5.407081 · Participants: 5Norm Wallace Agency, Inc Profit Sharing PlanBill & 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
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 Vph Retirement Savings Plan in PR ($5M); 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 ($5M 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 Norm Wallace Agency, Inc Profit Sharing Plan assets move in 2024? ▼
Norm Wallace Agency, Inc Profit Sharing Plan grew at a solid clip - up 11.5% during 2024, from $5M to $5M. Reported net income was $557K.
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 Vph Retirement Savings Plan in PR ($5M, 255 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 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 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.