How big is Baltimore Washington Financial Advisors' plan?

Baltimore Washington Financial Advisors' plan reported $4.8M in assets and 28 participants for 2025.

Original filing (PDF)20260521054503NAL0002407184001

Baltimore Washington Financial Advisors

Name: Baltimore Washington Financial Advisors — Form 5500 Plan 003 (2025)
Creator: Baltimore Washington Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BWFA Cash Balance Plan

Defined-benefit pension plan · Baltimore Washington Financial Advisors' BWFA Cash Balance Plan held $4.8M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Baltimore Washington Financial Advisors' EIN is 52-1677425.

EIN 52-1677425

Plan number 003

Plan year 2025

ACK ID 20260521054503NAL0002407184001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Baltimore Washington Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Baltimore Washington Financial Advisors' plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALTIMORE WASHINGTON FINANCIAL ADVISORS.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score