401(k) · DOL Form 5500 · 2022

Wolman Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
28
Participants Small participant base
44th
Percentile by assets National rank
$129,221
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Wolman Wealth Management, Inc. · California · Professional & Technical Services

$4M in assets, 28 participants

Wolman Wealth Management, Inc.'s Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,945 in Professional & Technical Services (21,562 peers)

Wolman Wealth Management, Inc. multi-year trail

Wolman Wealth Management, Inc.'s plans moved +37.4% in assets from 2022 to 2023; this filing shows Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan at $4M / 28 participants.

#8,945
in Professional & Technical Services (21,562 peers)
-6.4%
assets change YoY

The plan reported a net loss of $247K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,618,194 44th percentile higher than 44% of 139,123 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 2022

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 133793120 · Wolman Wealth Management, Inc. PY 2022 · 401(k)

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan · $4M · 28 · 44th

  • ASSETS $4M
  • PCT 28
  • EIN 44th
  • RANK 401(k)
  • PHOTO near J.H. Hiers Construction 401(k) Profit Sharing Plan
  • IND ind #8945

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 →

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Wolman Wealth Management, Inc. 401(k) Profit Sharing PlanWolman Wealth Management, In…$4MJ.H. Hiers Construction 401(k) Profit Sharing PlanJ.H. Hiers Construction 401(…$4MTrg 401(k) Plan$4MAmerican Portfolio Mortgage Corporation 401(k) PlanAmerican Portfolio Mortgage …$4MMidtown Obstetrics & Gynecology 401(k) PlanMidtown Obstetrics & Gynecol…$4M
End-of-year total assets ($M) among Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wolman Wealth Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wolman Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 37.35952245788921% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 20222023 $3.62M $4.97M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 28 $4M
2023 1 27 $5M

Wolman Wealth Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$247K
Employer EIN133793120
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003618194 · Participants: 28Wolman Wealth Management, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is J.H. Hiers Construction 401(k) Profit Sharing Plan in SC ($4M); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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.

Frequently Asked Questions

How did Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 6.4% during 2022, from $4M to $4M. Reported net income was -$247K.
How have Wolman Wealth Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Wolman Wealth Management, Inc.'s sponsor-wide assets grew 37.4%, from $4M to $5M.
Which 401(k) plans are similar in size to Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.H. Hiers Construction 401(k) Profit Sharing Plan in SC ($4M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133793120.

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.