401(k) · DOL Form 5500 · 2024

Ward Chisholm, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
34th
Percentile by assets National rank
$482,455
Avg per participant High balance/head
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Official DOL plan name: Ward Chisholm, P.C. Profit Sharing Plan · Sponsored by Ward Chisholm, P.C. · Maryland · Professional & Technical Services

$3M in assets, 6 participants

Ward Chisholm, P.C.'s Ward Chisholm, P.C. Profit Sharing Plan reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,057 in Professional & Technical Services (20,173 peers)

Ward Chisholm, P.C. multi-year trail

Ward Chisholm, P.C.'s plans moved -11.8% in assets from 2022 to 2024; this filing shows Ward Chisholm, P.C. Profit Sharing Plan at $3M / 6 participants.

#6,057
in Professional & Technical Services (20,173 peers)
-25.4%
assets change YoY

The plan reported a net loss of $984K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ward Chisholm, P.C. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ward Chisholm, P.C. Profit Sharing Plan vs every filed plan by assets

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

$2,894,727 34th percentile higher than 34% 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

Ward Chisholm, P.C. Profit Sharing 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. Ward Chisholm, P.C. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Ward Chisholm, P.C. Profit Sharing Plan reported net income fell from -$447K in the plan year 2022 filing to -$984K in the plan year 2024 filing.
  • Ward Chisholm, P.C. Profit Sharing Plan reported participants fell from 9 in the plan year 2022 filing to 6 in the plan year 2024 filing.
  • Ward Chisholm, P.C. Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Plan-year Form 5500 strip

Filing strip 464325614 · Ward Chisholm, P.C. PY 2024 · 401(k)

Ward Chisholm, P.C. Profit Sharing Plan · $3M · 6 · 34th

  • IND $3M
  • EOY 6
  • 5500 34th
  • ASSETS 401(k)
  • PCT near William R. Skeeters, Inc. Employees Retirement Plan
  • EIN ind #6057

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Ward Chisholm, P.C. Profit Sharing Plan in the asset neighbourhood

William R. Skeeters, Inc. Employees Retirement PlanWilliam R. Skeeters, Inc. Em…$3MCogent Bank Pooled 401(k) PlanCogent Bank Pooled 401(k) Pl…$3MSuperior Title 401(k) Plan$3MWard Chisholm, P.C. Profit Sharing PlanWard Chisholm, P.C. Profit S…$3MAkorbi Inc. 401(k) Profit Sharing Plan and TrustAkorbi Inc. 401(k) Profit Sh…$3M
End-of-year total assets ($M) among Ward Chisholm, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ward Chisholm, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Ward Chisholm, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.769019684222174% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M 20222024 $3.28M $2.89M ▼ -11.9%
Year Plans Participants Total Assets
2022 1 9 $3M
2024 1 6 $3M

Ward Chisholm, P.C. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$984K
Employer EIN464325614
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ward Chisholm, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ward Chisholm, P.C. Profit Sharing Plan, Total assets ($B): 0.002894727 · Participants: 6Ward Chisholm, P.C. Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Ward Chisholm, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Ward Chisholm, P.C. Profit Sharing Plan side-by-side with 3 peers →

Ward Chisholm, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is William R. Skeeters, Inc. Employees Retirement Plan in TX ($3M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Ward Chisholm, P.C. Profit Sharing Plan assets move in 2024? ▼
Ward Chisholm, P.C. Profit Sharing Plan declined sharply - down 25.4% during 2024, from $4M to $3M. Reported net income was -$984K.
How have Ward Chisholm, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Ward Chisholm, P.C.'s sponsor-wide assets declined 11.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Ward Chisholm, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is William R. Skeeters, Inc. Employees Retirement Plan in TX ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Ward Chisholm, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 464325614.

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.