401(k) · DOL Form 5500 · 2022

Wolf, Greenfield & Sacks, P.C. 401(k) Plan

Data updated 2026-08-11

$147M
Total assets
386
Participants
95th
Percentile by assets
$381,324
Avg per participant
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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.

  • 95th percentile by assets (of 139,126 plans)
  • #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.

$147M
total plan assets (2022 EOY)
386
covered participants
95th
percentile by assets (of 139,126 plans)
$381,324
avg assets per participant

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.

Where Wolf, Greenfield & Sacks, P.C. 401(k) Plan sits 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

This plan $0 $2,010,000,000 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

Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs the 2022 asset distribution

By assets, Wolf, Greenfield & Sacks, P.C. 401(k) Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$174M
Net Assets (End of Year)$147M
Net Income-$27M
Employer EIN042613631
Plan Effective Date1991-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wolf, Greenfield & Sacks, P.C.)

$140M$160M$180M$200M$220M 202220232024 $147M $213M ▲ +44.8%
Total plan assets by year, all Wolf, Greenfield & Sacks, P.C. plans on file
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.

Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Wolf, Greenfield & S…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Philips North Americ…Boston Scientific Co…
Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wolf, Greenfield & Sacks, P.C. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Wolf, Greenfield & Sacks, P.C. 401(k) Plan assets move in 2022?
Wolf, Greenfield & Sacks, P.C. 401(k) Plan declined sharply - down 15.3% during 2022, from $174M to $147M. Reported net income was -$27M.
How have Wolf, Greenfield & Sacks, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wolf, Greenfield & Sacks, P.C.'s sponsor-wide assets grew 44.8%, from $147M to $213M.
Where does Wolf, Greenfield & Sacks, P.C. 401(k) Plan rank by assets among Form 5500 filers?
Wolf, Greenfield & Sacks, P.C. 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wolf, Greenfield & Sacks, P.C. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Epiroc 401(k) Plan in TX ($147M, 984 participants).

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Scale reading

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