401(k) · DOL Form 5500 · 2022

Ward Chisholm, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
42nd
Percentile by assets National rank
$364,539
Avg per participant High balance/head
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Official DOL plan name: Ward Chisholm, P.C. Profit Sharing Plan · Sponsored by Ward Chisholm, P.C. · Maryland · Professional & Technical Services

$3M in assets, 9 participants

Ward Chisholm, P.C.'s Ward Chisholm, P.C. Profit Sharing Plan reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,498 in Professional & Technical Services (21,562 peers)

Ward Chisholm, P.C. multi-year trail

Ward Chisholm, P.C.'s plans moved -11.8% in assets from 2022 to 2024; this filing shows Ward Chisholm, P.C. Profit Sharing Plan at $3M / 9 participants.

#8,498
in Professional & Technical Services (21,562 peers)
-12.0%
assets change YoY

The plan reported a net loss of $447K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ward Chisholm, P.C. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ward Chisholm, P.C. Profit Sharing Plan vs every filed plan by assets

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

$3,280,851 42nd percentile higher than 42% 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 Chisholm, P.C. Profit Sharing 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. Ward Chisholm, P.C. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 464325614 · Ward Chisholm, P.C. PY 2022 · 401(k)

Ward Chisholm, P.C. Profit Sharing Plan · $3M · 9 · 42nd

  • VS-ST $3M
  • VS-ST 9
  • VS-ST 42nd
  • VS-ST 401(k)
  • VS-ST near Mecco Partners, LLC Employees' Profit Sharing and 401(k) Plan
  • VS-ST ind #8498

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 Maryland →

Ward Chisholm, P.C. Profit Sharing Plan in the asset neighbourhood

Ward Chisholm, P.C. Profit Sharing PlanWard Chisholm, P.C. Profit S…$3MMecco Partners, LLC Employees' Profit Sharing and 401(k) PlanMecco Partners, LLC Employee…$3MCinepolis USA 401(k) Plan$3MBfc 401(k) Profit Sharing Plan & TrustBfc 401(k) Profit Sharing Pl…$3MRiver Valley Resources, Inc. Profit Sharing PlanRiver Valley Resources, Inc.…$3M
End-of-year total assets ($M) among Ward Chisholm, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ward Chisholm, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Ward Chisholm, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.769019684222174% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M 20222024 $3.28M $2.89M ▼ -11.9%
Year Plans Participants Total Assets
2022 1 9 $3M
2024 1 6 $3M

Ward Chisholm, P.C. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$447K
Employer EIN464325614
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Ward Chisholm, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Ward Chisholm, P.C. Profit Sharing Plan, Total assets ($B): 0.003280851 · Participants: 9Ward Chisholm, P.C. Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Ward Chisholm, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Ward Chisholm, P.C. Profit Sharing Plan side-by-side with 3 peers →

Ward Chisholm, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Mecco Partners, LLC Employees' Profit Sharing and 401(k) Plan in PA ($3M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Chisholm, P.C. Profit Sharing Plan assets move in 2022? ▼
Ward Chisholm, P.C. Profit Sharing Plan pulled back noticeably - down 12.0% during 2022, from $4M to $3M. Reported net income was -$447K.
How have Ward Chisholm, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Ward Chisholm, P.C.'s sponsor-wide assets declined 11.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Ward Chisholm, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mecco Partners, LLC Employees' Profit Sharing and 401(k) Plan in PA ($3M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Ward Chisholm, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 464325614.

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.