ESOP · DOL Form 5500 · 2022

Consulting Actuaries Incorporated ESOP

Data updated 2026-08-25

$756K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$189,022
Avg per participant Above avg balance/head
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Official DOL plan name: Consulting Actuaries Incorporated Employee Stock Ownership Plan · Sponsored by Consulting Actuaries Incorporated · New Jersey · Professional & Technical Services

$756K in assets, 4 participants

Consulting Actuaries Incorporated's Consulting Actuaries Incorporated Employee Stock Ownership Plan reported $756K in total assets and 4 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.

  • #3,945 in Professional & Technical Services (21,562 peers)

Consulting Actuaries Incorporated multi-year trail

Consulting Actuaries Incorporated's plans moved -84.4% in assets from 2022 to 2024; this filing shows Consulting Actuaries Incorporated Employee Stock Ownership Plan at $756K / 4 participants.

#3,945
in Professional & Technical Services (21,562 peers)
+19.2%
assets growth YoY

Consulting Actuaries Incorporated Employee Stock Ownership Plan among the smaller filed plans by assets

Consulting Actuaries Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$756,086 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

Consulting Actuaries Incorporated Employee Stock Ownership 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. Consulting Actuaries Incorporated Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 221915571 · Consulting Actuaries Incorporated PY 2022 · ESOP

Consulting Actuaries Incorporated Employee Stock Ownership Plan · $756K · 4 · 22nd

  • ASSETS $756K
  • ASSETS 4
  • ASSETS 22nd
  • ASSETS ESOP
  • ASSETS near Predicate Logic, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3945

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 New Jersey →

Consulting Actuaries Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Consulting Actuaries Incorporated Employee Stock Ownership PlanConsulting Actuaries Incorpo…$756KPredicate Logic, Inc. Employee Stock Ownership PlanPredicate Logic, Inc. Employ…$756KV W International, Inc. Employee Stock Ownership PlanV W International, Inc. Empl…$755KResidential Mortgage Funding, Inc. E.S.O.P.Residential Mortgage Funding…$758KWest Wing Writers Employee Stock Ownership PlanWest Wing Writers Employee S…$754K
End-of-year total assets ($M) among Consulting Actuaries Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Consulting Actuaries Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Consulting Actuaries Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$118K 84.4374846247649% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M$1M 20222024 $0.76M $0.12M ▼ -84.2%
Year Plans Participants Total Assets
2022 1 4 $756K
2024 1 2 $118K

Consulting Actuaries Incorporated filing trail (2022)

Total Assets (Beginning of Year)$634K
Net Assets (End of Year)$756K
Net Income$122K
Employer EIN221915571
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Consulting Actuaries Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Consulting Actuaries Incorporated Employee Stock Ownership Plan, Total assets ($M): 0.756086 · Participants: 4Consulting Actuaries Incorporated Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
Consulting Actuaries Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Consulting Actuaries Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Consulting Actuaries Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Predicate Logic, Inc. Employee Stock Ownership Plan in CA ($756K); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Consulting Actuaries Incorporated Employee Stock Ownership Plan assets move in 2022? ▼
Consulting Actuaries Incorporated Employee Stock Ownership Plan grew sharply - up 19.2% during 2022, from $634K to $756K. Reported net income was $122K.
How have Consulting Actuaries Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Consulting Actuaries Incorporated's sponsor-wide assets declined 84.4%, from $756K to $118K.
Where does Consulting Actuaries Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Consulting Actuaries Incorporated Employee Stock Ownership 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 ESOP plans are similar in size to Consulting Actuaries Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Predicate Logic, Inc. Employee Stock Ownership Plan in CA ($756K, 102 participants).
Which ESOP plans cover a similar participant headcount to Consulting Actuaries Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants, $4M 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 221915571.

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.