401(k) · DOL Form 5500 · 2022
Oster and Wolf LLP 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $203,970
- Avg per participant Above avg balance/head
Official DOL plan name: Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Oster and Wolf LLP · California · Professional & Technical Services
$1M in assets, 5 participants
Oster and Wolf LLP's Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,608 in Professional & Technical Services (21,562 peers)
Oster and Wolf LLP multi-year trail
Oster and Wolf LLP's plans moved +43.1% in assets from 2022 to 2024; this filing shows Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust at $1M / 5 participants.
- #4,608
- in Professional & Technical Services (21,562 peers)
- -31.4%
- assets change YoY
The plan reported a net loss of $466K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,019,852 25th percentile higher than 25% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 203709807 · Oster and Wolf LLP PY 2022 · 401(k)
Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust · $1M · 5 · 25th
- EOY $1M
- 5500 5
- ASSETS 25th
- PCT 401(k)
- EIN near Superior Cleaning Services (Ny) LLC 401(k) Retirement Plan
- RANK ind #4608
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 California →
Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Oster and Wolf LLP multi-year asset trail
Sponsor-wide plan assets over time
All Oster and Wolf LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 43.08223153947828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 5 | $1M |
Oster and Wolf LLP filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$466K |
| Employer EIN | 203709807 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Superior Cleaning Services (Ny) LLC 401(k) Retirement Plan in NY ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.