Profit Sharing · DOL Form 5500 · 2024
Ward-Boland Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $138,122
- Avg per participant Near avg balance/head
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
$4M in assets, 30 participants
Ward-Boland Associates, Inc.'s Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan reported $4M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #1,724 in Wholesale Trade (6,080 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 $4M / 30 participants.
- #1,724
- in Wholesale Trade (6,080 peers)
- +30.3%
- 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 2024 · DOL Form 5500
$4,143,650 39th percentile higher than 39% 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
Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 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 (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan reported net income rose from $602K in the plan year 2023 filing to $951K in the plan year 2024 filing.
- Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan reported participants fell from 32 in the plan year 2023 filing to 30 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 520999895 · Ward-Boland Associates, Inc. PY 2024 · Profit Sharing
Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan · $4M · 30 · 39th
- ASSETS $4M
- ASSETS 30
- ASSETS 39th
- ASSETS Profit Sharing
- ASSETS near Jeffrey S. Pop, a Law Corporation Profit Sharing Plan
- ASSETS ind #1724
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. 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 71 | $8M |
| 2023 | 2 | 65 | $9M |
| 2024 | 2 | 63 | $11M |
Ward-Boland Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $951K |
| Employer EIN | 520999895 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $3.3B · 28,393
- Nfl Player Annuity Program $2.0B · 2,745
- University of Maryland Medical System 403(b) Retirement Savings Plan $730M · 19,560
- Nfl Player Capital Accumulation Plan $707M · 2,693
- International Painters and Allied Trades Industry Annuity Plan $644M · 10,721
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 Jeffrey S. Pop, a Law Corporation Profit Sharing Plan in CA ($4M); by covered participants it is Roy H. Reeve Agency, Inc. Profit Sharing Plan in NY (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.
- Roy H. Reeve Agency, Inc. Profit Sharing Plan (NY) 30 · 0 off
- Peterson Company Profit-Sharing Plan (CO) 30 · 0 off
- Sterling Paper Co. Employee Stock Ownership Plan (OH) 30 · 0 off
- Almacenes Kress Retirement Plan (PR) 30 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.