Profit Sharing · DOL Form 5500 · 2024

Wardmarie, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
32nd
Percentile by assets National rank
$324,181
Avg per participant High balance/head
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Official DOL plan name: Wardmarie, Inc. Retirement Plan · Sponsored by Wardmarie, Inc. · North Carolina · Healthcare & Social Assistance

$3M in assets, 8 participants

Wardmarie, Inc.'s Wardmarie, Inc. Retirement Plan reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,364 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Wardmarie, Inc. Retirement Plan holds $3M for 8 participants - about $324,181 per participant, in the lower half of filed plans by assets.

#5,364
in Healthcare & Social Assistance (16,916 peers)
+4.1%
assets growth YoY

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 2024 · DOL Form 5500

$2,593,446 32nd percentile higher than 32% 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

Wardmarie, Inc. Retirement 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. Wardmarie, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wardmarie, Inc. Retirement Plan reported net income rose from -$60K in the plan year 2023 filing to $103K in the plan year 2024 filing.
  • Wardmarie, Inc. Retirement Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Wardmarie, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 462964768 · Wardmarie, Inc. PY 2024 · Profit Sharing

Wardmarie, Inc. Retirement Plan · $3M · 8 · 32nd

  • EIN $3M
  • RANK 8
  • PHOTO 32nd
  • IND Profit Sharing
  • EOY near Dermatologic Surgery Center Profit Sharing Plan
  • 5500 ind #5364

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

The Argus Group and Affiliated Employer Profit Sharing PlanThe Argus Group and Affiliat…$3MTides Family Services 403(b) PlanTides Family Services 403(b)…$3MWardmarie, Inc. Retirement PlanWardmarie, Inc. Retirement P…$3MDermatologic Surgery Center Profit Sharing PlanDermatologic Surgery Center …$3MCarlos J. Estrada Md Retirement PlanCarlos J. Estrada Md Retirem…$3M
End-of-year total assets ($M) among Wardmarie, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$103K
Employer EIN462964768
Plan Effective Date2013-06-12
Filing StatusFILING 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
$2.45M$2.5M$2.55M$2.6M 202220232024 $2.55M $2.59M ▲ +1.6%
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.

Wardmarie, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Wardmarie, Inc. Retirement Plan, Total assets ($B): 0.002593446 · Participants: 8Wardmarie, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Wardmarie, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Wardmarie, Inc. Retirement Plan side-by-side with 3 peers →

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 Dermatologic Surgery Center Profit Sharing Plan in MD ($3M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Wardmarie, Inc. Retirement Plan assets move in 2024? ▼
Wardmarie, Inc. Retirement Plan edged up modestly - up 4.1% during 2024, from $2M to $3M. Reported net income was $103K.
How have Wardmarie, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wardmarie, Inc.'s sponsor-wide assets grew 1.7%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Wardmarie, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dermatologic Surgery Center Profit Sharing Plan in MD ($3M, 18 participants).
Which Profit Sharing plans cover a similar participant headcount to Wardmarie, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 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 462964768.

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.