401(k) · DOL Form 5500 · 2022

Andrew M. Wolin, M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
37th
Percentile by assets National rank
$600,609
Avg per participant High balance/head
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Official DOL plan name: Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust · Sponsored by Andrew M. Wolin, M.D., P.C. · Arizona · Healthcare & Social Assistance

$2M in assets, 4 participants

Andrew M. Wolin, M.D., P.C.'s Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,793 in Healthcare & Social Assistance (20,060 peers)

Andrew M. Wolin, M.D., P.C. multi-year trail

Andrew M. Wolin, M.D., P.C.'s plans moved +24.0% in assets from 2022 to 2024; this filing shows Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust at $2M / 4 participants.

#7,793
in Healthcare & Social Assistance (20,060 peers)
-11.8%
assets change YoY

The plan reported a net loss of $323K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust vs every filed plan by assets

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

$2,402,436 37th percentile higher than 37% 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

Andrew M. Wolin, M.D., P.C. 401(k) Plan and 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. Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 860557801 · Andrew M. Wolin, M.D., P.C. PY 2022 · 401(k)

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust · $2M · 4 · 37th

  • EBSA $2M
  • PART 4
  • TYPE 37th
  • NET 401(k)
  • BOOK near Central Valley Medical Services Corp 401(k)Plan
  • VS-ST ind #7793

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust in the asset neighbourhood

Andrew M. Wolin, M.D., P.C. 401(k) Plan and TrustAndrew M. Wolin, M.D., P.C. …$2MCentral Valley Medical Services Corp 401(k)PlanCentral Valley Medical Servi…$2MM & R Trucking, Inc. 401(k) PlanM & R Trucking, Inc. 401(k) …$2MEnscicon 401(k) Plan$2MIntellicept 401(k) Plan$2M
End-of-year total assets ($M) among Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Andrew M. Wolin, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Andrew M. Wolin, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.04155615383719% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.4M $2.98M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M
2024 1 4 $3M

Andrew M. Wolin, M.D., P.C. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$323K
Employer EIN860557801
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust, Total assets ($B): 0.002402436 · Participants: 4Andrew M. Wolin, M.D., P.C. 401(k) Plan and TrustBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust side-by-side with 3 peers →

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Central Valley Medical Services Corp 401(k)Plan in CA ($2M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust assets move in 2022? ▼
Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust pulled back noticeably - down 11.8% during 2022, from $3M to $2M. Reported net income was -$323K.
How have Andrew M. Wolin, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrew M. Wolin, M.D., P.C.'s sponsor-wide assets grew 24.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Central Valley Medical Services Corp 401(k)Plan in CA ($2M, 324 participants).
Which 401(k) plans cover a similar participant headcount to Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A 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 860557801.

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.