Profit Sharing · DOL Form 5500 · 2023

Ward Financial Company Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2
Participants Small participant base
49th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Ward Financial Company Profit Sharing Plan · Sponsored by Ward Financial Company · Pennsylvania · Real Estate

$6M in assets, 2 participants

Ward Financial Company's Ward Financial Company Profit Sharing Plan reported $6M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,216 in Real Estate (4,727 peers)

Ward Financial Company multi-year trail

Ward Financial Company's plans moved +19.8% in assets from 2022 to 2023; this filing shows Ward Financial Company Profit Sharing Plan at $6M / 2 participants.

#3,216
in Real Estate (4,727 peers)
+19.8%
assets growth YoY

Ward Financial Company Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Ward Financial Company Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,323,505 49th percentile higher than 49% of 127,068 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 2023

Ward Financial Company Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ward Financial Company Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ward Financial Company Profit Sharing Plan reported net income rose from $159K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ward Financial Company Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251409988 · Ward Financial Company PY 2023 · Profit Sharing

Ward Financial Company Profit Sharing Plan · $6M · 2 · 49th

  • TYPE $6M
  • NET 2
  • BOOK 49th
  • VS-ST Profit Sharing
  • BOY near M & F Western Products Profit Sharing Plan
  • SCH ind #3216

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 Real Estate retirement plans → · Plans in Pennsylvania →

Ward Financial Company Profit Sharing Plan in the asset neighbourhood

Stephen D. Cooke, Dds, Inc. Profit Sharing PlanStephen D. Cooke, Dds, Inc. …$6MHaury Plumbing & Heating Inc Profit-Sharing PlanHaury Plumbing & Heating Inc…$6MWard Financial Company Profit Sharing PlanWard Financial Company Profi…$6MM & F Western Products Profit Sharing PlanM & F Western Products Profi…$6MW. F. Bolin Employees Profit Sharing PlanW. F. Bolin Employees Profit…$6M
End-of-year total assets ($M) among Ward Financial Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ward Financial Company multi-year asset trail

Sponsor-wide plan assets over time

All Ward Financial Company plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.847040916640086% vs 2022
2023 filing year
$5M$5.5M$6M$6.5M 20222023 $5.28M $6.32M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 2 $6M

Ward Financial Company filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN251409988
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Ward Financial Company Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Ward Financial Company Profit Sharing Plan, Total assets ($B): 0.006323505 · Participants: 2Ward Financial Company Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Ward Financial Company Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Ward Financial Company Profit Sharing Plan side-by-side with 3 peers →

Ward Financial Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is M & F Western Products Profit Sharing Plan in TX ($6M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ward Financial Company Profit Sharing Plan assets move in 2023? ▼
Ward Financial Company Profit Sharing Plan grew sharply - up 19.8% during 2023, from $5M to $6M. Reported net income was $1M.
How have Ward Financial Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ward Financial Company's sponsor-wide assets grew 19.8%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Ward Financial Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is M & F Western Products Profit Sharing Plan in TX ($6M, 136 participants).
Which Profit Sharing plans cover a similar participant headcount to Ward Financial Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251409988.

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.