401(k) · DOL Form 5500 · 2024

Norris & Stevens, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
286
Participants Below avg headcount
55th
Percentile by assets National rank
$33,031
Avg per participant Low balance/head
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Official DOL plan name: Norris & Stevens, Inc. 401(k) Profit Sharing Plan · Sponsored by Norris & Stevens, Inc. · Oregon · Real Estate

$9M in assets, 286 participants

Norris & Stevens, Inc.'s Norris & Stevens, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 286 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,346 in Real Estate (4,605 peers)

2024 asset change

Norris & Stevens, Inc. 401(k) Profit Sharing Plan grew at a solid clip 8.2% in 2024 ($9M → $9M) for 286 participants.

#3,346
in Real Estate (4,605 peers)
+8.2%
assets growth YoY

Norris & Stevens, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Norris & Stevens, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,446,734 Top 45% higher than 55% 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

Norris & Stevens, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norris & Stevens, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (286 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Norris & Stevens, Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $715K in the plan year 2024 filing.
  • Norris & Stevens, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930570087 · Norris & Stevens, Inc. PY 2024 · 401(k)

Norris & Stevens, Inc. 401(k) Profit Sharing Plan · $9M · 286 · 55th

  • VS-ST $9M
  • BOY 286
  • SCH 55th
  • EBSA 401(k)
  • PART near Mme Consulting, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #3346

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 Real Estate retirement plans → · Plans in Oregon →

Norris & Stevens, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Norris & Stevens, Inc. 401(k) Profit Sharing PlanNorris & Stevens, Inc. 401(k…$9MMme Consulting, Inc. 401(k) Profit Sharing PlanMme Consulting, Inc. 401(k) …$9MPeerless Steel Company Employees' Profit Sharing and 401(k) PlanPeerless Steel Company Emplo…$9MSummerwood Corporation 401(k) PlanSummerwood Corporation 401(k…$9MWhitestone Reit Retirement Savings PlanWhitestone Reit Retirement S…$9M
End-of-year total assets ($M) among Norris & Stevens, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Norris & Stevens, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Norris & Stevens, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 0.8019137003763079% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M 202220232024 $9.37M $9.45M ▲ +0.9%
Year Plans Participants Total Assets
2022 2 254 $9M
2023 1 286 $9M
2024 1 286 $9M

2024 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$715K
Employer EIN930570087
Plan Effective Date1973-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Norris & Stevens, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Norris & Stevens, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009446734 · Participants: 286Norris & Stevens, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Norris & Stevens, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Norris & Stevens, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Norris & Stevens, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Mme Consulting, Inc. 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Norris & Stevens, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Norris & Stevens, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.2% during 2024, from $9M to $9M. Reported net income was $715K.
How have Norris & Stevens, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norris & Stevens, Inc.'s sponsor-wide assets grew 0.8%, from $9M to $9M.
Which 401(k) plans are similar in size to Norris & Stevens, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mme Consulting, Inc. 401(k) Profit Sharing Plan in CA ($9M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Norris & Stevens, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (286 participants, $7M 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 930570087.

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.