Profit Sharing · DOL Form 5500 · 2023

James T. Warring Sons, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
22
Participants Small participant base
41st
Percentile by assets National rank
$192,392
Avg per participant Above avg balance/head
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Official DOL plan name: James T Warring Sons, Inc Profit Sharing Plan · Sponsored by James T. Warring Sons, Inc. · Maryland · Wholesale Trade

$4M in assets, 22 participants

James T. Warring Sons, Inc.'s James T Warring Sons, Inc Profit Sharing Plan reported $4M in total assets and 22 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.

  • #1,915 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

James T Warring Sons, Inc Profit Sharing Plan holds $4M for 22 participants - about $192,392 per participant, in the lower half of filed plans by assets.

#1,915
in Wholesale Trade (6,309 peers)
-0.8%
assets change YoY

The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James T Warring Sons, Inc Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

James T Warring Sons, Inc Profit Sharing Plan vs every filed plan by assets

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

$4,232,622 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

James T Warring Sons, Inc Profit Sharing 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. James T Warring Sons, Inc Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James T Warring Sons, Inc Profit Sharing Plan reported net income fell from $293K in the plan year 2022 filing to -$33K in the plan year 2023 filing.
  • James T Warring Sons, Inc Profit Sharing Plan reported participants rose from 20 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 520854868 · James T. Warring Sons, Inc. PY 2023 · Profit Sharing

James T Warring Sons, Inc Profit Sharing Plan · $4M · 22 · 41st

  • PCT $4M
  • PCT 22
  • PCT 41st
  • PCT Profit Sharing
  • PCT near Menard USA Employee Profit Sharing Plan
  • PCT ind #1915

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 Wholesale Trade retirement plans → · Plans in Maryland →

James T Warring Sons, Inc Profit Sharing Plan in the asset neighbourhood

J M Egloff Profit Sharing PlanJ M Egloff Profit Sharing Pl…$4MJames T Warring Sons, Inc Profit Sharing PlanJames T Warring Sons, Inc Pr…$4MMenard USA Employee Profit Sharing PlanMenard USA Employee Profit S…$4MManagement Psychology Group, PC Profit Sharing PlanManagement Psychology Group,…$4MHumberto Vidal Inc. Profit Sharing PlanHumberto Vidal Inc. Profit S…$4M
End-of-year total assets ($M) among James T Warring Sons, Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$33K
Employer EIN520854868
Plan Effective Date1971-09-07
Filing StatusFILING RECEIVED

Sponsor Plan History (James T. Warring Sons, Inc.)

Sponsor-wide plan assets over time

All James T. Warring Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 0.7645772223932432% vs 2022
2023 filing year
$4.22M$4.24M$4.26M$4.28M 20222023 $4.27M $4.23M ▼ -0.9%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 22 $4M

Nearby Profit Sharing Plans in Maryland

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

James T Warring Sons, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants James T Warring Sons, Inc Profit Sharing Plan, Total assets ($B): 0.004232622 · Participants: 22James T Warring Sons, Inc Profit Sharing PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 1.082318546 · Participants: 4293Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.621995078 · Participants: 10625International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital Accumulation Plan
James T Warring Sons, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare James T Warring Sons, Inc Profit Sharing Plan side-by-side with 3 peers →

James T Warring Sons, Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Menard USA Employee Profit Sharing Plan in PA ($4M); by covered participants it is More 2 Life Inc. Retirement Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 James T Warring Sons, Inc Profit Sharing Plan assets move in 2023? ▼
James T Warring Sons, Inc Profit Sharing Plan held essentially flat - down 0.8% during 2023, from $4M to $4M. Reported net income was -$33K.
How have James T. Warring Sons, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), James T. Warring Sons, Inc.'s sponsor-wide assets declined 0.8%, from $4M to $4M.
Which Profit Sharing plans are similar in size to James T Warring Sons, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Menard USA Employee Profit Sharing Plan in PA ($4M, 359 participants).
Which Profit Sharing plans cover a similar participant headcount to James T Warring Sons, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is More 2 Life Inc. Retirement Plan in NY (22 participants, N/A 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 520854868.

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.