Profit Sharing · DOL Form 5500 · 2022

Ward-Boland Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
34
Participants Small participant base
38th
Percentile by assets National rank
$76,090
Avg per participant Below avg balance/head
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Official DOL plan name: Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan · Sponsored by Ward-Boland Associates, Inc. · Maryland · Wholesale Trade

$3M in assets, 34 participants

Ward-Boland Associates, Inc.'s Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan reported $3M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,723 in Wholesale Trade (6,843 peers)

Ward-Boland Associates, Inc. multi-year trail

Ward-Boland Associates, Inc.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan at $3M / 34 participants.

#1,723
in Wholesale Trade (6,843 peers)
-16.1%
assets change YoY

The plan reported a net loss of $512K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan vs every filed plan by assets

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

$2,587,047 38th percentile higher than 38% 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

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan is a small filing (34 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 520999895 · Ward-Boland Associates, Inc. PY 2022 · Profit Sharing

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan · $3M · 34 · 38th

  • BOY $3M
  • BOY 34
  • BOY 38th
  • BOY Profit Sharing
  • BOY near David M. Hirsh Md PC Employees Profit Sharing Plan
  • BOY ind #1723

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 Wholesale Trade retirement plans → · Plans in Maryland →

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan in the asset neighbourhood

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing PlanWard-Boland Associates, Inc.…$3MDavid M. Hirsh Md PC Employees Profit Sharing PlanDavid M. Hirsh Md PC Employe…$3MProfit Sharing Plan of the Law Offices of Jeffrey M. WeinerProfit Sharing Plan of the L…$3MGeller Associates, Inc. Retirement PlanGeller Associates, Inc. Reti…$3MKoko Resorts Inc. Retirement PlanKoko Resorts Inc. Retirement…$3M
End-of-year total assets ($M) among Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ward-Boland Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ward-Boland Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.7922934228309% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.42M $11.3M ▲ +33.8%
Year Plans Participants Total Assets
2022 2 71 $8M
2023 2 65 $9M
2024 2 63 $11M

Ward-Boland Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$512K
Employer EIN520999895
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

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

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan, Total assets ($B): 0.002587047 · Participants: 34Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.367120035 · Participants: 24528Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.447690152 · Participants: 2781Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 0.928043408 · Participants: 4122Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.614140035 · Participants: 10013International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.459812851 · Participants: 2732Nfl Player Capital Accumulation Plan
Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan side-by-side with 3 peers →

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is David M. Hirsh Md PC Employees Profit Sharing Plan in NY ($3M); by covered participants it is Warren Bank Profit Sharing Plan in AR (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan assets move in 2022? ▼
Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan declined sharply - down 16.1% during 2022, from $3M to $3M. Reported net income was -$512K.
How have Ward-Boland Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ward-Boland Associates, Inc.'s sponsor-wide assets grew 33.8%, from $8M to $11M.
Which Profit Sharing plans are similar in size to Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is David M. Hirsh Md PC Employees Profit Sharing Plan in NY ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Warren Bank Profit Sharing Plan in AR (34 participants, $1M 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 520999895.

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.