ESOP · DOL Form 5500 · 2023

Wise Consulting Associates, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
112
Participants Small participant base
41st
Percentile by assets National rank
$37,510
Avg per participant Low balance/head
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Official DOL plan name: Wise Consulting Associates, Inc. Profit Sharing Plan · Sponsored by Wise Consulting Associates, Inc. · Maryland · Professional & Technical Services

$4M in assets, 112 participants

Wise Consulting Associates, Inc.'s Wise Consulting Associates, Inc. Profit Sharing Plan reported $4M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,846 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

Wise Consulting Associates, Inc. Profit Sharing Plan covers 112 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $4M.

#7,846
in Professional & Technical Services (20,321 peers)
-63.8%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wise Consulting Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wise Consulting Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,201,072 41st percentile higher than 41% 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

Wise Consulting Associates, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wise Consulting Associates, Inc. Profit Sharing Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wise Consulting Associates, Inc. Profit Sharing Plan reported net income fell from $5M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Wise Consulting Associates, Inc. Profit Sharing Plan end-of-year assets fell from $12M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wise Consulting Associates, Inc. Profit Sharing Plan reported participants rose from 102 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521974149 · Wise Consulting Associates, Inc. PY 2023 · ESOP

Wise Consulting Associates, Inc. Profit Sharing Plan · $4M · 112 · 41st

  • BOY $4M
  • BOY 112
  • BOY 41st
  • BOY ESOP
  • BOY near Wc Enterprises, Inc. Employee Stock Ownership Plan
  • BOY ind #7846

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. Profit Sharing Plan in the asset neighbourhood

Wise Consulting Associates, Inc. Profit Sharing PlanWise Consulting Associates, …$4MWc Enterprises, Inc. Employee Stock Ownership PlanWc Enterprises, Inc. Employe…$4MNewberry Group Incorporated Employee Stock Ownership PlanNewberry Group Incorporated …$4MAllied Vaughn Employee Stock Ownership PlanAllied Vaughn Employee Stock…$4MAlvest S.a.S Employee Stock Ownership PlanAlvest S.a.S Employee Stock …$4M
End-of-year total assets ($M) among Wise Consulting Associates, Inc. Profit Sharing Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$4M
Net Income-$7M
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. Profit Sharing Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Wise Consulting Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.004201072 · Participants: 112Wise Consulting Associates, Inc. Profit Sharing 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
Wise Consulting Associates, Inc. Profit Sharing Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Wise Consulting Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Wise Consulting Associates, Inc. Profit Sharing Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Wc Enterprises, Inc. Employee Stock Ownership Plan in OH ($4M); by covered participants it is W.M. Kelley Company, Inc. Employee Stock Ownership Plan in IN (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Wise Consulting Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Wise Consulting Associates, Inc. Profit Sharing Plan contracted severely - down 63.8% during 2023, from $12M to $4M. Reported net income was -$7M.
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. Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by assets is Wc Enterprises, Inc. Employee Stock Ownership Plan in OH ($4M, 131 participants).
Which ESOP plans cover a similar participant headcount to Wise Consulting Associates, Inc. Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by covered participants is W.M. Kelley Company, Inc. Employee Stock Ownership Plan in IN (112 participants, $12M 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 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.