Profit Sharing · DOL Form 5500 · 2023
Wardmarie, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $355,813
- Avg per participant High balance/head
Official DOL plan name: Wardmarie, Inc. Retirement Plan · Sponsored by Wardmarie, Inc. · North Carolina · Healthcare & Social Assistance
$2M in assets, 7 participants
Wardmarie, Inc.'s Wardmarie, Inc. Retirement Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,819 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Wardmarie, Inc. Retirement Plan holds $2M for 7 participants - about $355,813 per participant, in the lower half of filed plans by assets.
- #5,819
- in Healthcare & Social Assistance (17,684 peers)
- -2.4%
- assets change YoY
The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wardmarie, Inc. Retirement Plan among the smaller filed plans by assets
Wardmarie, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,490,693 33rd percentile higher than 33% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wardmarie, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wardmarie, Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wardmarie, Inc. Retirement Plan reported net income fell from -$16K in the plan year 2022 filing to -$60K in the plan year 2023 filing.
- Wardmarie, Inc. Retirement Plan reported participants fell from 10 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Wardmarie, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 462964768 · Wardmarie, Inc. PY 2023 · Profit Sharing
Wardmarie, Inc. Retirement Plan · $2M · 7 · 33rd
- RANK $2M
- RANK 7
- RANK 33rd
- RANK Profit Sharing
- RANK near Moraes Incorporated Profit Sharing Plan
- RANK ind #5819
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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →
Wardmarie, Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$60K |
| Employer EIN | 462964768 |
| Plan Effective Date | 2013-06-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wardmarie, Inc.)
Sponsor-wide plan assets over time
All Wardmarie, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 1.6626212450490625% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $3M |
| 2023 | 1 | 7 | $2M |
| 2024 | 1 | 8 | $3M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.2B · 36,057
- Charter Communications, Inc. Retirement Accumulation Plan $1.3B · 96,058
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
- Baker & Taylor Retirement Savings Plan $67M · 1,361
- Intermec Fssp Spinoff Plan $51M · 74
Wardmarie, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Moraes Incorporated Profit Sharing Plan in MO ($2M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.