Profit Sharing · DOL Form 5500 · 2022

Wardmarie, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
38th
Percentile by assets National rank
$255,103
Avg per participant Above avg balance/head
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Official DOL plan name: Wardmarie, Inc. Retirement Plan · Sponsored by Wardmarie, Inc. · North Carolina · Healthcare & Social Assistance

$3M in assets, 10 participants

Wardmarie, Inc.'s Wardmarie, Inc. Retirement Plan reported $3M in total assets and 10 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.

  • #8,054 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Wardmarie, Inc. Retirement Plan holds $3M for 10 participants - about $255,103 per participant, in the lower half of filed plans by assets.

#8,054
in Healthcare & Social Assistance (20,060 peers)
-0.6%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wardmarie, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wardmarie, Inc. Retirement Plan vs every filed plan by assets

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

$2,551,032 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

Wardmarie, Inc. Retirement 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. Wardmarie, Inc. Retirement Plan is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 462964768 · Wardmarie, Inc. PY 2022 · Profit Sharing

Wardmarie, Inc. Retirement Plan · $3M · 10 · 38th

  • SCH $3M
  • EBSA 10
  • PART 38th
  • TYPE Profit Sharing
  • NET near Intercambio Express, Inc. Retirement Plan
  • BOOK ind #8054

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 North Carolina →

Wardmarie, Inc. Retirement Plan in the asset neighbourhood

Wardmarie, Inc. Retirement PlanWardmarie, Inc. Retirement P…$3MIntercambio Express, Inc. Retirement PlanIntercambio Express, Inc. Re…$3MBarthel Contracting Company Defined Contribution PlanBarthel Contracting Company …$3MVinod B Patel Md PC$3MCombined Hematology & Oncology Practice of New Jersey Profit Sharing PlanCombined Hematology & Oncolo…$3M
End-of-year total assets ($M) among Wardmarie, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$16K
Employer EIN462964768
Plan Effective Date2013-06-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Wardmarie, Inc.)

Sponsor-wide plan assets over time

All Wardmarie, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.6626212450490625% vs 2022
2024 filing year
$2.45M$2.5M$2.55M$2.6M 202220232024 $2.55M $2.59M ▲ +1.6%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 7 $2M
2024 1 8 $3M

Nearby Profit Sharing Plans in North Carolina

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

Wardmarie, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Wardmarie, Inc. Retirement Plan, Total assets ($B): 0.002551032 · Participants: 10Wardmarie, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Wardmarie, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Wardmarie, Inc. Retirement Plan side-by-side with 3 peers →

Wardmarie, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Intercambio Express, Inc. Retirement Plan in IN ($3M); by covered participants it is Khenricks Inc. Retirement Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Wardmarie, Inc. Retirement Plan assets move in 2022? ▼
Wardmarie, Inc. Retirement Plan held essentially flat - down 0.6% during 2022, from $3M to $3M. Reported net income was -$16K.
How have Wardmarie, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wardmarie, Inc.'s sponsor-wide assets grew 1.7%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Wardmarie, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Intercambio Express, Inc. Retirement Plan in IN ($3M, 124 participants).
Which Profit Sharing plans cover a similar participant headcount to Wardmarie, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Khenricks Inc. Retirement Plan in MN (10 participants, $884K 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 462964768.

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.