ESOP · DOL Form 5500 · 2024

Consulting Actuaries Incorporated ESOP

Data updated 2026-08-25

$118K
Total assets Small plan by assets
2
Participants Small participant base
7th
Percentile by assets National rank
$58,833
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Consulting Actuaries Incorporated Employee Stock Ownership Plan · Sponsored by Consulting Actuaries Incorporated · New Jersey · Professional & Technical Services

$118K in assets, 2 participants

Consulting Actuaries Incorporated's Consulting Actuaries Incorporated Employee Stock Ownership Plan reported $118K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

  • #1,220 in Professional & Technical Services (20,173 peers)

Consulting Actuaries Incorporated multi-year trail

Consulting Actuaries Incorporated's plans moved -84.4% in assets from 2022 to 2024; this filing shows Consulting Actuaries Incorporated Employee Stock Ownership Plan at $118K / 2 participants.

#1,220
in Professional & Technical Services (20,173 peers)
-67.2%
assets change YoY

The plan reported a net loss of $241K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Consulting Actuaries Incorporated Employee Stock Ownership Plan among the smaller filed plans by assets

Consulting Actuaries Incorporated Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$117,666 7th percentile higher than 7% of 123,620 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 2024

Consulting Actuaries Incorporated Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consulting Actuaries Incorporated Employee Stock Ownership Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Consulting Actuaries Incorporated Employee Stock Ownership Plan reported net income fell from $122K in the plan year 2022 filing to -$241K in the plan year 2024 filing.
  • Consulting Actuaries Incorporated Employee Stock Ownership Plan end-of-year assets fell from $756K in the plan year 2022 filing to $118K in the plan year 2024 filing.
  • Consulting Actuaries Incorporated Employee Stock Ownership Plan reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2024 filing.

See the national 2022→2024 release diff →

DOL schedule card

Filing strip 221915571 · Consulting Actuaries Incorporated PY 2024 · ESOP

Consulting Actuaries Incorporated Employee Stock Ownership Plan · $118K · 2 · 7th

  • VS-ST $118K
  • BOY 2
  • SCH 7th
  • EBSA ESOP
  • PART near Warm Corporation West Employee Stock Ownership Plan
  • TYPE ind #1220

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 New Jersey →

Consulting Actuaries Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Consulting Actuaries Incorporated Employee Stock Ownership PlanConsulting Actuaries Incorpo…$118KWarm Corporation West Employee Stock Ownership PlanWarm Corporation West Employ…$117KStoney Creek Employee Stock Ownership TrustStoney Creek Employee Stock …$119KMacpherson's Employee Stock Ownership PlanMacpherson's Employee Stock …$119KMcg Utilities Employee Stock Ownership PlanMcg Utilities Employee Stock…$120K
End-of-year total assets ($M) among Consulting Actuaries Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Consulting Actuaries Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Consulting Actuaries Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$118K 84.4374846247649% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M$1M 20222024 $0.76M $0.12M ▼ -84.2%
Year Plans Participants Total Assets
2022 1 4 $756K
2024 1 2 $118K

Consulting Actuaries Incorporated filing trail (2024)

Total Assets (Beginning of Year)$359K
Net Assets (End of Year)$118K
Net Income-$241K
Employer EIN221915571
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Consulting Actuaries Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Consulting Actuaries Incorporated Employee Stock Ownership Plan, Total assets ($M): 0.117666 · Participants: 2Consulting Actuaries Incorporated Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
Consulting Actuaries Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Consulting Actuaries Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Consulting Actuaries Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Warm Corporation West Employee Stock Ownership Plan in CA ($117K); by covered participants it is Pose Group, Inc. Employee Stock Ownership Plan in AL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Consulting Actuaries Incorporated Employee Stock Ownership Plan assets move in 2024? ▼
Consulting Actuaries Incorporated Employee Stock Ownership Plan contracted severely - down 67.2% during 2024, from $359K to $118K. Reported net income was -$241K.
How have Consulting Actuaries Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Consulting Actuaries Incorporated's sponsor-wide assets declined 84.4%, from $756K to $118K.
Where does Consulting Actuaries Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Consulting Actuaries Incorporated Employee Stock Ownership Plan ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Consulting Actuaries Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Warm Corporation West Employee Stock Ownership Plan in CA ($117K, 13 participants).
Which ESOP plans cover a similar participant headcount to Consulting Actuaries Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pose Group, Inc. Employee Stock Ownership Plan in AL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221915571.

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.