ESOP · DOL Form 5500 · 2023

The Financial Consulate, Inc. ESOP

Data updated 2026-08-25

$210K
Total assets Small plan by assets
20
Participants Small participant base
11th
Percentile by assets National rank
$10,493
Avg per participant Low balance/head
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Official DOL plan name: The Financial Consulate Employee Stock Ownership Plan · Sponsored by The Financial Consulate, Inc. · Maryland · Finance & Insurance

$210K in assets, 20 participants

The Financial Consulate, Inc.'s The Financial Consulate Employee Stock Ownership Plan reported $210K in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #566 in Finance & Insurance (8,869 peers)

The Financial Consulate, Inc. multi-year trail

The Financial Consulate, Inc.'s plans moved +128.0% in assets from 2022 to 2024; this filing shows The Financial Consulate Employee Stock Ownership Plan at $210K / 20 participants.

#566
in Finance & Insurance (8,869 peers)
+57.8%
assets growth YoY

The Financial Consulate Employee Stock Ownership Plan among the smaller filed plans by assets

The Financial Consulate Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$209,854 11th percentile higher than 11% of 127,068 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 2023

The Financial Consulate Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Financial Consulate Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Financial Consulate Employee Stock Ownership Plan end-of-year assets rose from $133K in the plan year 2022 filing to $210K in the plan year 2023 filing.
  • The Financial Consulate Employee Stock Ownership Plan reported net income rose from $54K in the plan year 2022 filing to $77K in the plan year 2023 filing.
  • The Financial Consulate Employee Stock Ownership Plan reported participants rose from 17 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521281169 · The Financial Consulate, Inc. PY 2023 · ESOP

The Financial Consulate Employee Stock Ownership Plan · $210K · 20 · 11th

  • VS-ST $210K
  • BOY 20
  • SCH 11th
  • EBSA ESOP
  • PART near Blooming Nursery, Inc. Employee Stock Ownership Plan
  • TYPE ind #566

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 →

The Financial Consulate Employee Stock Ownership Plan in the asset neighbourhood

The Financial Consulate Employee Stock Ownership PlanThe Financial Consulate Empl…$210KBlooming Nursery, Inc. Employee Stock Ownership PlanBlooming Nursery, Inc. Emplo…$210KBerrett-Koehler Publishers, Inc. Employee Stock Ownership PlanBerrett-Koehler Publishers, …$209KBranca Holdings, Inc. Employee Stock Ownership Plan and TrustBranca Holdings, Inc. Employ…$208KIvey Engineering, Inc. Employee Stock Ownership PlanIvey Engineering, Inc. Emplo…$212K
End-of-year total assets ($M) among The Financial Consulate Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Financial Consulate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Financial Consulate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$303K 127.96098397394921% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.13M $0.3M ▲ +130.8%
Year Plans Participants Total Assets
2022 1 17 $133K
2023 1 20 $210K
2024 1 21 $303K

The Financial Consulate, Inc. filing trail (2023)

Total Assets (Beginning of Year)$133K
Net Assets (End of Year)$210K
Net Income$77K
Employer EIN521281169
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maryland

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

The Financial Consulate Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants The Financial Consulate Employee Stock Ownership Plan, Total assets ($B): 0.000209854 · Participants: 20The Financial Consulate Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
The Financial Consulate Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare The Financial Consulate Employee Stock Ownership Plan side-by-side with 3 peers →

The Financial Consulate Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Blooming Nursery, Inc. Employee Stock Ownership Plan in OR ($210K); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Financial Consulate Employee Stock Ownership Plan assets move in 2023? ▼
The Financial Consulate Employee Stock Ownership Plan surged - up 57.8% during 2023, from $133K to $210K. Reported net income was $77K.
How have The Financial Consulate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Financial Consulate, Inc.'s sponsor-wide assets grew 128.0%, from $133K to $303K.
Where does The Financial Consulate Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Financial Consulate Employee Stock Ownership Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Financial Consulate Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blooming Nursery, Inc. Employee Stock Ownership Plan in OR ($210K, 52 participants).
Which ESOP plans cover a similar participant headcount to The Financial Consulate Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521281169.

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.