Plan5500

North Potomac, MD Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, North Potomac, MD has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,658,606 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in North Potomac

  • 3 loaded plans hold $1.7M in reported assets across 3 sponsors.
  • The largest, Wlaa Enterprises, Inc. Retirement Plan, holds 96% of reported North Potomac plan assets.
  • Plans cover 5 participants — about 2 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.7MSummed across loaded plans$1,658,606
Total reported assets$1.7M$1,658,606
Total reported participants5
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributions$6.3K
Participant contributions$20.7K
Total income / additions-$454.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$1
Net increase / (decrease)-$454.2K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Potomac, MD plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

North Potomac market comparison

Largest plan share of assets96%Wlaa Enterprises, Inc. Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in North Potomac

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Wlaa Enterprises, Inc. Retirement Plan$1.6M
    Wlaa Enterprises, Inc. · 2023
  2. 2
    Trade Winds Postal Services Inc. 401(K) Plan$60.7K
    Trade Winds Postal Services Inc. · 2023
  3. 3
    Ironwood Business Solutions Inc. Retirement Plan$0
    Ironwood Business Solutions Inc. · 2023

Largest plans in North Potomac → · North Potomac plans by participants → · North Potomac plans with financial data → · North Potomac plans with provider compensation → · $1B+ plans in North Potomac →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for North Potomac, MD?
3 plan(s) reported by 3 sponsor(s) are loaded for North Potomac, MD.

Related Form 5500 pages