ESOP · DOL Form 5500 · 2022

Wise Consulting Associates, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
102
Participants Small participant base
68th
Percentile by assets National rank
$113,846
Avg per participant Below avg balance/head
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Official DOL plan name: Wise Consulting Associates, Inc. Employee Stock Ownership Plan · Sponsored by Wise Consulting Associates, Inc. · Maryland · Professional & Technical Services

$12M in assets, 102 participants

Wise Consulting Associates, Inc.'s Wise Consulting Associates, Inc. Employee Stock Ownership Plan reported $12M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,451 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

Wise Consulting Associates, Inc. Employee Stock Ownership Plan covers 102 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $12M.

#14,451
in Professional & Technical Services (21,562 peers)
+65.8%
assets growth YoY

Wise Consulting Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Wise Consulting Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,612,275 Top 32% higher than 68% 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

Wise Consulting Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wise Consulting Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

Published 5500 schedule card

Filing strip 521974149 · Wise Consulting Associates, Inc. PY 2022 · ESOP

Wise Consulting Associates, Inc. Employee Stock Ownership Plan · $12M · 102 · 68th

  • RANK $12M
  • PHOTO 102
  • IND 68th
  • EOY ESOP
  • 5500 near Indiana Professional Management Group, Inc. Employee Stock Ownership Plan
  • ASSETS ind #14451

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 What is an ESOP? → · Plans in Maryland →

Wise Consulting Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Williams Tank Lines Employee Stock Ownership PlanWilliams Tank Lines Employee…$12MTates Rents, Inc. Employee Stock Ownership Plan and TrustTates Rents, Inc. Employee S…$12MWise Consulting Associates, Inc. Employee Stock Ownership PlanWise Consulting Associates, …$12MIndiana Professional Management Group, Inc. Employee Stock Ownership PlanIndiana Professional Managem…$12MAnderson Employee Stock Ownership PlanAnderson Employee Stock Owne…$12M
End-of-year total assets ($M) among Wise Consulting Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$11M
Net Income$5M
Employer EIN521974149
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wise Consulting Associates, Inc.)

Sponsor-wide plan assets over time

All Wise Consulting Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 54.516449188466524% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $11.6M $5.28M ▼ -54.5%
Year Plans Participants Total Assets
2022 1 102 $12M
2023 1 112 $4M
2024 1 1 $5M

Nearby ESOP Plans in Maryland

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

Wise Consulting Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Wise Consulting Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.612275 · Participants: 102Wise Consulting Associates, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
Wise Consulting Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Wise Consulting Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wise Consulting Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Indiana Professional Management Group, Inc. Employee Stock Ownership Plan in IN ($12M); by covered participants it is Container and Packaging Employee Stock Ownership Plan and Trust in ID (102 participants). Same-state nearby plans are listed separately above.

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 Wise Consulting Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Wise Consulting Associates, Inc. Employee Stock Ownership Plan surged - up 65.8% during 2022, from $7M to $12M. Reported net income was $5M.
How have Wise Consulting Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wise Consulting Associates, Inc.'s sponsor-wide assets declined 54.5%, from $12M to $5M.
Which ESOP plans are similar in size to Wise Consulting Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Indiana Professional Management Group, Inc. Employee Stock Ownership Plan in IN ($12M, 328 participants).
Which ESOP plans cover a similar participant headcount to Wise Consulting Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Container and Packaging Employee Stock Ownership Plan and Trust in ID (102 participants, $2M 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 521974149.

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.