401(k) · DOL Form 5500 · 2022

Lemle & Wolff, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
202
Participants Below avg headcount
50th
Percentile by assets National rank
$24,069
Avg per participant Low balance/head
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Official DOL plan name: Lemle & Wolff, Inc. 401(k) Plan · Sponsored by Lemle & Wolff, Inc. · New York · Real Estate

$5M in assets, 202 participants

Lemle & Wolff, Inc.'s Lemle & Wolff, Inc. 401(k) Plan reported $5M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,442 in Real Estate (5,057 peers)

Coverage in New York

Lemle & Wolff, Inc. 401(k) Plan covers 202 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $5M.

#3,442
in Real Estate (5,057 peers)
-17.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lemle & Wolff, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Lemle & Wolff, Inc. 401(k) Plan vs every filed plan by assets

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

$4,861,935 Top 50% higher than 50% 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

Lemle & Wolff, Inc. 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. Lemle & Wolff, Inc. 401(k) Plan sits mid-pack in the medium band (202 participants).

Plan-year Form 5500 strip

Filing strip 131994655 · Lemle & Wolff, Inc. PY 2022 · 401(k)

Lemle & Wolff, Inc. 401(k) Plan · $5M · 202 · 50th

  • EIN $5M
  • EIN 202
  • EIN 50th
  • EIN 401(k)
  • EIN near Shamrock Home Loans, Inc. 401(k) Plan
  • EIN ind #3442

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 Real Estate retirement plans → · Plans in New York →

Lemle & Wolff, Inc. 401(k) Plan in the asset neighbourhood

Lemle & Wolff, Inc. 401(k) PlanLemle & Wolff, Inc. 401(k) P…$5MShamrock Home Loans, Inc. 401(k) PlanShamrock Home Loans, Inc. 40…$5MTelesis Technologies, Inc. 401(k) PlanTelesis Technologies, Inc. 4…$5MWindsor Hr Services 401(k) Savings PlanWindsor Hr Services 401(k) S…$5MHarrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing PlanHarrison Berkman Claypool & …$5M
End-of-year total assets ($M) among Lemle & Wolff, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN131994655
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lemle & Wolff, Inc.)

Sponsor-wide plan assets over time

All Lemle & Wolff, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 28.061913620811467% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.86M $6.23M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 202 $5M
2023 1 212 $6M
2024 1 211 $6M

Nearby 401(k) Plans in New York

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

Lemle & Wolff, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lemle & Wolff, Inc. 401(k) Plan, Total assets ($B): 0.004861935 · Participants: 202Lemle & Wolff, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Lemle & Wolff, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Lemle & Wolff, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Shamrock Home Loans, Inc. 401(k) Plan in RI ($5M); by covered participants it is American Products, LLC 401(k) Profit Sharing Plan in MO (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Lemle & Wolff, Inc. 401(k) Plan assets move in 2022?
Lemle & Wolff, Inc. 401(k) Plan declined sharply - down 17.1% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Lemle & Wolff, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lemle & Wolff, Inc.'s sponsor-wide assets grew 28.1%, from $5M to $6M.
Which 401(k) plans are similar in size to Lemle & Wolff, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Shamrock Home Loans, Inc. 401(k) Plan in RI ($5M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Lemle & Wolff, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is American Products, LLC 401(k) Profit Sharing Plan in MO (202 participants, N/A in assets).