Profit Sharing · DOL Form 5500 · 2023

Ward-Boland Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
32
Participants Small participant base
37th
Percentile by assets National rank
$99,373
Avg per participant Below avg balance/head
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Official DOL plan name: Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan · Sponsored by Ward-Boland Associates, Inc. · Maryland · Wholesale Trade

$3M in assets, 32 participants

Ward-Boland Associates, Inc.'s Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan reported $3M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,619 in Wholesale Trade (6,309 peers)

Ward-Boland Associates, Inc. multi-year trail

Ward-Boland Associates, Inc.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan at $3M / 32 participants.

#1,619
in Wholesale Trade (6,309 peers)
+22.9%
assets growth YoY

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan vs every filed plan by assets

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

$3,179,932 37th percentile higher than 37% 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

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and 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. Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan reported net income rose from -$512K in the plan year 2022 filing to $602K in the plan year 2023 filing.
  • Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan reported participants fell from 34 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520999895 · Ward-Boland Associates, Inc. PY 2023 · Profit Sharing

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan · $3M · 32 · 37th

  • VS-ST $3M
  • VS-ST 32
  • VS-ST 37th
  • VS-ST Profit Sharing
  • VS-ST near Monte F. Person, D.D.S. Profit Sharing Plan
  • VS-ST ind #1619

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 →

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan in the asset neighbourhood

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing PlanWard-Boland Associates, Inc.…$3MMonte F. Person, D.D.S. Profit Sharing PlanMonte F. Person, D.D.S. Prof…$3MKen S. Honbo M.D. Profit Sharing PlanKen S. Honbo M.D. Profit Sha…$3MSpectrum Community Services 403(b) PlanSpectrum Community Services …$3MKenneth S. Baron & Co. Profit Sharing PlanKenneth S. Baron & Co. Profi…$3M
End-of-year total assets ($M) among Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ward-Boland Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ward-Boland Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.7922934228309% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.42M $11.3M ▲ +33.8%
Year Plans Participants Total Assets
2022 2 71 $8M
2023 2 65 $9M
2024 2 63 $11M

Ward-Boland Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$602K
Employer EIN520999895
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

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

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan, Total assets ($B): 0.003179932 · Participants: 32Ward-Boland Associates, Inc. Employee Stock Ownership Plan and 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
Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan side-by-side with 3 peers →

Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Monte F. Person, D.D.S. Profit Sharing Plan in CA ($3M); by covered participants it is Quality Reinforcing, Inc. Profit Sharing Plan in CA (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan assets move in 2023? ▼
Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan grew sharply - up 22.9% during 2023, from $3M to $3M. Reported net income was $602K.
How have Ward-Boland Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ward-Boland Associates, Inc.'s sponsor-wide assets grew 33.8%, from $8M to $11M.
Which Profit Sharing plans are similar in size to Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Monte F. Person, D.D.S. Profit Sharing Plan in CA ($3M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Quality Reinforcing, Inc. Profit Sharing Plan in CA (32 participants, $2M 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 520999895.

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.