Profit Sharing · DOL Form 5500 · 2023

James T. Warring Sons, Inc. Profit Sharing Plan

Data updated 2026-08-11

$4M
Total assets
22
Participants
41st
Percentile by assets
$192,392
Avg per participant
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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.

  • 41st percentile by assets (of 127,072 plans)
  • #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.

$4M
total plan assets (2023 EOY)
22
covered participants
41st
percentile by assets (of 127,072 plans)
$192,392
avg assets per participant

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.

Where James T Warring Sons, Inc Profit Sharing Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Maryland
Industry
Wholesale Trade

Profit Sharing filing for James T Warring Sons, Inc Profit Sharing Plan

Profit Sharing filing for plan year 2023: EIN 520854868 ; effective since 1971-09-07 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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.)

$4.22M$4.24M$4.26M$4.28M 20222023 $4.27M $4.23M ▼ -0.9%
Total plan assets by year, all James T. Warring Sons, Inc. plans on file
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 ($B) Participants James T Warring Sons…, Total assets ($B): 0.004232622 · Participants: 22James T Warring Sons…Sprinkler Industry S…, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry S…Nfl Player Annuity P…, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity P…Major League Basebal…, Total assets ($B): 1.082318546 · Participants: 4293Major League Basebal…International Painte…, Total assets ($B): 0.621995078 · Participants: 10625International Painte…Nfl Player Capital A…, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital A…
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… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to James T Warring Sons, Inc Profit Sharing Plan by total assets, not by location.

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).

Next read for James T Warring Sons, Inc Profit Sharing…

Filing takeaways

Ways to act on James T Warring Sons, Inc Profit Sharing Plan's numbers.

  • By total assets, James T Warring Sons, Inc Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Maryland. Compare plans
  • James T. Warring Sons, Inc.'s sponsor-wide assets have declined 0.8% since 2022 across 2 plan years on file. More Wholesale Trade plans

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.