401(k) · DOL Form 5500 · 2022
Wolf, Greenfield & Sacks, P.C. 401(k) Plan
Data updated 2026-08-25
- $147M
- Total assets Near avg plan size
- 386
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $381,324
- Avg per participant High balance/head
Official DOL plan name: Wolf, Greenfield & Sacks, P.C. 401(k) Plan · Sponsored by Wolf, Greenfield & Sacks, P.C. · Massachusetts · Professional & Technical Services
$147M in assets, 386 participants
Wolf, Greenfield & Sacks, P.C.'s Wolf, Greenfield & Sacks, P.C. 401(k) Plan reported $147M in total assets and 386 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #20,620 in Professional & Technical Services (21,562 peers)
Where Wolf, Greenfield & Sacks, P.C. 401(k) Plan sits by assets
Wolf, Greenfield & Sacks, P.C. 401(k) Plan sits in the top 5% of all filed plans by assets, $147M for 386 participants (~$381,324/participant), down 15.3% in 2022.
- #20,620
- in Professional & Technical Services (21,562 peers)
- -15.3%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wolf, Greenfield & Sacks, P.C. 401(k) Plan's outsized position by total assets
Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$147,191,110 Top 5% higher than 95% 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
Wolf, Greenfield & Sacks, P.C. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wolf, Greenfield & Sacks, P.C. 401(k) Plan sits mid-pack in the medium band (386 participants).
EBSA filing schedule strip
Filing strip 042613631 · Wolf, Greenfield & Sacks, P.C. PY 2022 · 401(k)
Wolf, Greenfield & Sacks, P.C. 401(k) Plan · $147M · 386 · 95th
- PCT $147M
- EIN 386
- RANK 95th
- PHOTO 401(k)
- IND near Epiroc 401(k) Plan
- EOY ind #20620
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 Massachusetts →
Wolf, Greenfield & Sacks, P.C. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $174M |
|---|---|
| Net Assets (End of Year) | $147M |
| Net Income | -$27M |
| Employer EIN | 042613631 |
| Plan Effective Date | 1991-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wolf, Greenfield & Sacks, P.C.)
Sponsor-wide plan assets over time
All Wolf, Greenfield & Sacks, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $213M 44.837018349817455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 386 | $147M |
| 2023 | 1 | 422 | $180M |
| 2024 | 1 | 433 | $213M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Wolf, Greenfield & Sacks, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Epiroc 401(k) Plan in TX ($147M); by covered participants it is Mbi, Inc 401(k) Plan in CT (386 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($147M here).
- Epiroc 401(k) Plan (TX) $147M · 984
- Acadian Ambulance Service, Inc. Profit Sharing 401(k) Plan (LA) $147M · 3,626
- Afognak Native Corporation and Alutiiq, LLC 401(k) Plan & Trust (VA) $147M · 3,423
- Graves-Gilbert Clinic Revised Profit Sharing Plan (KY) $147M · 872
Similar participant headcount
Nearest other-state filings by covered participants (386 participants); asset peers above are excluded.
- Mbi, Inc 401(k) Plan (CT) 386 · 0 off
- Carl Black Chevrolet Buick Gmc Inc. 401(k) Plan (GA) 386 · 0 off
- Donley's 401(k) Retirement Plan (OH) 386 · 0 off
- Fgi Group 401(k) Plan (TX) 386 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.