Defined Benefit (Pension) · DOL Form 5500 · 2022

R. Ward & Associates, Inc. Pension Plan

Data updated 2026-08-25

$756K
Total assets Small plan by assets
8
Participants Small participant base
22nd
Percentile by assets National rank
$94,529
Avg per participant Below avg balance/head
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Official DOL plan name: R. Ward & Associates, Inc. Cash Balance Plan · Sponsored by R. Ward & Associates, Inc. · Missouri · Professional & Technical Services

$756K in assets, 8 participants

R. Ward & Associates, Inc.'s R. Ward & Associates, Inc. Cash Balance Plan reported $756K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,949 in Professional & Technical Services (21,562 peers)

2022 asset change

R. Ward & Associates, Inc. Cash Balance Plan grew sharply 20.2% in 2022 ($629K → $756K) for 8 participants.

#3,949
in Professional & Technical Services (21,562 peers)
+20.2%
assets growth YoY

R. Ward & Associates, Inc. Cash Balance Plan among the smaller filed plans by assets

R. Ward & Associates, Inc. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$756,232 22nd percentile higher than 22% of 139,123 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 2022

R. Ward & Associates, Inc. Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R. Ward & Associates, Inc. Cash Balance Plan is a micro filing (8 participants), the leftmost band.

DOL schedule card

Filing strip 582647597 · R. Ward & Associates, Inc. PY 2022 · Defined Benefit (Pension)

R. Ward & Associates, Inc. Cash Balance Plan · $756K · 8 · 22nd

  • EOY $756K
  • 5500 8
  • ASSETS 22nd
  • PCT Defined Benefit (Pension)
  • EIN near Tnl Pharmacy Corporation Defined Benefit Pension Plan
  • RANK ind #3949

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 Professional & Technical Services retirement plans → · Plans in Missouri →

R. Ward & Associates, Inc. Cash Balance Plan in the asset neighbourhood

Crew 512 LLC Defined Benefit Pension PlanCrew 512 LLC Defined Benefit…$765KR. Ward & Associates, Inc. Cash Balance PlanR. Ward & Associates, Inc. C…$756KTnl Pharmacy Corporation Defined Benefit Pension PlanTnl Pharmacy Corporation Def…$758KCsc Outsourcing Inc. Cutw Hourly Pension PlanCsc Outsourcing Inc. Cutw Ho…$750KOdyssey Funding, LLC Defined Benefit PlanOdyssey Funding, LLC Defined…$749K
End-of-year total assets ($M) among R. Ward & Associates, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

R. Ward & Associates, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All R. Ward & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.76M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 8 $756K
2023 1 8 $992K
2024 1 7 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$629K
Net Assets (End of Year)$756K
Net Income$127K
Employer EIN582647597
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

R. Ward & Associates, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants R. Ward & Associates, Inc. Cash Balance Plan, Total assets ($B): 0.000756232 · Participants: 8R. Ward & Associates, Inc. Cash Balance PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.485527737 · Participants: 31010Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.442367346 · Participants: 10080Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.376779083 · Participants: 15460Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.256518868 · Participants: 8767Carpenters Pension Trust Fund of St. LouisEmerson Electric Company Retirement Plan, Total assets ($B): 3.12779001 · Participants: 4763Emerson Electric Company Retirement Plan
R. Ward & Associates, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare R. Ward & Associates, Inc. Cash Balance Plan side-by-side with 3 peers →

R. Ward & Associates, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Tnl Pharmacy Corporation Defined Benefit Pension Plan in CA ($758K); by covered participants it is Lifestages Ob-Gyn, PLLC Cash Balance Plan in ID (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did R. Ward & Associates, Inc. Cash Balance Plan assets move in 2022? ▼
R. Ward & Associates, Inc. Cash Balance Plan grew sharply - up 20.2% during 2022, from $629K to $756K. Reported net income was $127K.
Where does R. Ward & Associates, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
R. Ward & Associates, Inc. Cash Balance Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to R. Ward & Associates, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tnl Pharmacy Corporation Defined Benefit Pension Plan in CA ($758K, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to R. Ward & Associates, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lifestages Ob-Gyn, PLLC Cash Balance Plan in ID (8 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582647597.

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.