401(k) · DOL Form 5500 · 2022

Thomas J. Wolf, Cfp 401(k) Plan

Data updated 2026-08-25

$676K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$169,032
Avg per participant Above avg balance/head
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Official DOL plan name: Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan · Sponsored by Thomas J. Wolf, Cfp · California · Finance & Insurance

$676K in assets, 4 participants

Thomas J. Wolf, Cfp's Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan reported $676K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,254 in Finance & Insurance (9,261 peers)

Thomas J. Wolf, Cfp multi-year trail

Thomas J. Wolf, Cfp's plans moved +56.8% in assets from 2022 to 2024; this filing shows Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan at $676K / 4 participants.

#1,254
in Finance & Insurance (9,261 peers)
-75.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan among the smaller filed plans by assets

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan vs every filed plan by assets

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

$676,129 21st percentile higher than 21% 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

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 330594741 · Thomas J. Wolf, Cfp PY 2022 · 401(k)

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan · $676K · 4 · 21st

  • PART $676K
  • TYPE 4
  • NET 21st
  • BOOK 401(k)
  • VS-ST near Godsey Martin PC 401(k) Profit Sharing Plan Trust
  • BOY ind #1254

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 Finance & Insurance retirement plans → · Plans in California →

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan in the asset neighbourhood

Thomas J. Wolf, Cfp 401(k) Profit Sharing PlanThomas J. Wolf, Cfp 401(k) P…$676KGodsey Martin PC 401(k) Profit Sharing Plan TrustGodsey Martin PC 401(k) Prof…$676KTillery, Inc. 401(k) Plan$676KRoyal Care 401(k) Plan$676KGators & Piesanos 401(k) Plan$676K
End-of-year total assets ($M) among Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Thomas J. Wolf, Cfp multi-year asset trail

Sponsor-wide plan assets over time

All Thomas J. Wolf, Cfp plans reported in each filing year

Latest sponsor-wide plan assets
$1M 56.75795595219255% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.68M $1.06M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 4 $676K
2023 1 3 $868K
2024 1 2 $1M

Thomas J. Wolf, Cfp filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$676K
Net Income-$2M
Employer EIN330594741
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Thomas J. Wolf, Cfp 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 ($B) Participants Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan, Total assets ($B): 0.000676129 · Participants: 4Thomas J. Wolf, Cfp 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
Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan side-by-side with 3 peers →

Thomas J. Wolf, Cfp 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 Godsey Martin PC 401(k) Profit Sharing Plan Trust in TX ($676K); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($676K 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 Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan assets move in 2022? ▼
Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan contracted severely - down 75.4% during 2022, from $3M to $676K. Reported net income was -$2M.
How have Thomas J. Wolf, Cfp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas J. Wolf, Cfp's sponsor-wide assets grew 56.8%, from $676K to $1M.
Where does Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Godsey Martin PC 401(k) Profit Sharing Plan Trust in TX ($676K, 86 participants).
Which 401(k) plans cover a similar participant headcount to Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (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 330594741.

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.