Profit Sharing · DOL Form 5500 · 2024

Kjersten Heron, PLLC Profit Sharing Plan

Data updated 2026-08-25

$205K
Total assets Small plan by assets
4
Participants Small participant base
11th
Percentile by assets National rank
$51,129
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kjersten Heron PLLC Profit-Sharing Plan · Sponsored by Kjersten Heron, PLLC · Washington · Healthcare & Social Assistance

$205K in assets, 4 participants

Kjersten Heron, PLLC's Kjersten Heron PLLC Profit-Sharing Plan reported $205K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,252 in Healthcare & Social Assistance (16,916 peers)

Kjersten Heron, PLLC multi-year trail

Kjersten Heron, PLLC's plans moved -37.0% in assets from 2022 to 2024; this filing shows Kjersten Heron PLLC Profit-Sharing Plan at $205K / 4 participants.

#1,252
in Healthcare & Social Assistance (16,916 peers)
+18.2%
assets growth YoY

Kjersten Heron PLLC Profit-Sharing Plan among the smaller filed plans by assets

Kjersten Heron PLLC Profit-Sharing Plan vs every filed plan by assets

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

$204,515 11th percentile higher than 11% 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

Kjersten Heron PLLC 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. Kjersten Heron PLLC Profit-Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kjersten Heron PLLC Profit-Sharing Plan reported net income fell from $49K in the plan year 2023 filing to $31K in the plan year 2024 filing.
  • Kjersten Heron PLLC Profit-Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Kjersten Heron PLLC Profit-Sharing Plan end-of-year assets rose from $173K in the plan year 2023 filing to $205K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 832091890 · Kjersten Heron, PLLC PY 2024 · Profit Sharing

Kjersten Heron PLLC Profit-Sharing Plan · $205K · 4 · 11th

  • EOY $205K
  • EOY 4
  • EOY 11th
  • EOY Profit Sharing
  • EOY near Alliance Healthcare Solutions, Inc. Profit Sharing Plan
  • EOY ind #1252

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 →

Kjersten Heron PLLC Profit-Sharing Plan in the asset neighbourhood

Kjersten Heron PLLC Profit-Sharing PlanKjersten Heron PLLC Profit-S…$205KAlliance Healthcare Solutions, Inc. Profit Sharing PlanAlliance Healthcare Solution…$205KPatton Garage & Floors Inc. Retirement PlanPatton Garage & Floors Inc. …$204KSeltzer Business Management Inc Profit Sharing PlanSeltzer Business Management …$204KSc Innov8 Inc. Retirement PlanSc Innov8 Inc. Retirement Pl…$204K
End-of-year total assets ($M) among Kjersten Heron PLLC Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Kjersten Heron, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Kjersten Heron, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$205K 36.95494690115446% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.32M $0.2M ▼ -37.5%
Year Plans Participants Total Assets
2022 1 5 $324K
2023 1 5 $173K
2024 1 4 $205K

Kjersten Heron, PLLC filing trail (2024)

Total Assets (Beginning of Year)$173K
Net Assets (End of Year)$205K
Net Income$31K
Employer EIN832091890
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Washington

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

Kjersten Heron PLLC Profit-Sharing Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Kjersten Heron PLLC Profit-Sharing Plan, Total assets ($M): 0.204515 · Participants: 4Kjersten Heron PLLC 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
Kjersten Heron PLLC Profit-Sharing Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Kjersten Heron PLLC Profit-Sharing Plan side-by-side with 3 peers →

Kjersten Heron PLLC Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Alliance Healthcare Solutions, Inc. Profit Sharing Plan in IL ($205K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Kjersten Heron PLLC Profit-Sharing Plan assets move in 2024? ▼
Kjersten Heron PLLC Profit-Sharing Plan grew sharply - up 18.2% during 2024, from $173K to $205K. Reported net income was $31K.
How have Kjersten Heron, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kjersten Heron, PLLC's sponsor-wide assets declined 37.0%, from $324K to $205K.
Where does Kjersten Heron PLLC Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Kjersten Heron PLLC Profit-Sharing Plan ranks in the 11th 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 Kjersten Heron PLLC Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Alliance Healthcare Solutions, Inc. Profit Sharing Plan in IL ($205K, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Kjersten Heron PLLC Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 832091890.

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.