ESOP · DOL Form 5500 · 2024
Consulting Actuaries Incorporated ESOP
Data updated 2026-08-11
- $118K
- Total assets
- 2
- Participants
- 7th
- Percentile by assets
- $58,833
- Avg per participant
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.
- 7th percentile by assets (of 123,622 plans)
- #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.
- $118K
- total plan assets (2024 EOY)
- 2
- covered participants
- 7th
- percentile by assets (of 123,622 plans)
- $58,833
- avg assets per participant
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.
Where Consulting Actuaries Incorporated Employee Stock Ownership Plan sits by total 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Consulting Actuaries Incorporated across 2 plan years on file
Across the 2 plan years Consulting Actuaries Incorporated has on file (2022-2024), sponsor-wide plan assets have moved from $756K to $118K, a decline of 84.4%, while reported participants moved from 4 to 2 (-50.0%).
Consulting Actuaries Incorporated multi-year asset trail
| 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 EIN | 221915571 |
| Plan Effective Date | 1998-02-01 |
| Filing Status | FILING 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
- Okonite Company Employees Stock Ownership Plan $446M · 1,176
- Conair LLC Savings and Investment Plan $303M · 1,275
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $281M · 1,740
- Amboy Bancorporation Employee Stock Ownership Plan $105M · 199
- Railroad Construction Company, Inc. Employee Stock Ownership Plan $88M · 144
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Consulting Actuaries Incorporated Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Consulting Actuaries Incorporated Employ…
Multi-year trail
Ways to act on Consulting Actuaries Incorporated Employee Stock Ownership Plan's numbers.
- By total assets, Consulting Actuaries Incorporated Employee Stock Ownership Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New Jersey. Compare plans
- Consulting Actuaries Incorporated's sponsor-wide assets have declined 84.4% since 2022 across 2 plan years on file. More Professional & Technical Services plans