Other
2024 plan-year Other DOL Form 5500

Ankrom Moisan Associated Architects Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ankrom Moisan Architects, Inc. · Oregon · Professional & Technical Services

What the 2023 filing shows

Ankrom Moisan Associated Architects Employee Stock Ownership Plan holds $8M for 179 participants — about $46,973 per participant, down 23.0% over the 2024 plan year.

$8M
total plan assets (2024 EOY)
179
covered participants
$46,973
avg assets per participant
-23.0%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$8M
Participants
179
State
Industry
Professional & Technical Services

What the Filing Says About Ankrom Moisan Associated Architects Employee Stock Ownership Plan

Ankrom Moisan Associated Architects Employee Stock Ownership Plan is a Other retirement plan sponsored by Ankrom Moisan Architects, Inc., headquartered in Oregon. As of the 2024 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 179 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 931014387, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2024 to $8M at year-end — a decline of 23.0%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-2,508,059 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$-2,508,059
Plan TypeOther
Employer EIN931014387
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ankrom Moisan Architects, Inc.)

Year Plans Participants Total Assets
2022 2 446 $42M
2023 2 462 $42M
2024 2 513 $37M

Nearby Other Plans in Oregon

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Ankrom Moisan Associated Architects Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Ankrom Moisan Associated Architects Employee Stock Ownership Plan holds $8M in total assets with 179 participants. It is sponsored by Ankrom Moisan Architects, Inc..
What type of plan is Ankrom Moisan Associated Architects Employee Stock Ownership Plan?
Ankrom Moisan Associated Architects Employee Stock Ownership Plan is a Other plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 931014387.
Who sponsors the Ankrom Moisan Associated Architects Employee Stock Ownership Plan?
Ankrom Moisan Associated Architects Employee Stock Ownership Plan is sponsored by Ankrom Moisan Architects, Inc., located in Oregon. The sponsor's EIN is 931014387 and the plan operates in the Professional & Technical Services industry.
How did Ankrom Moisan Associated Architects Employee Stock Ownership Plan perform in 2024?
Ankrom Moisan Associated Architects Employee Stock Ownership Plan declined by 23.0% during 2024, moving from $11M to $8M in total assets. Net income was $-2,508,059.
Where can I find official filings for Ankrom Moisan Associated Architects Employee Stock Ownership Plan?
Official Form 5500 filings for Ankrom Moisan Associated Architects Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 931014387 or plan name at efast.dol.gov.
How does Ankrom Moisan Associated Architects Employee Stock Ownership Plan compare to other plans?
You can compare Ankrom Moisan Associated Architects Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 931014387.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.