Defined Benefit (Pension) · DOL Form 5500 · 2022
Bart Wolfe Pension Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Bart Wolfe Retirement Plan and Trust · Sponsored by Bart Wolfe · New York · Other Services
$4M in assets, 4 participants
Bart Wolfe's Bart Wolfe Retirement Plan and Trust reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #5,586 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Bart Wolfe Retirement Plan and Trust ranks #5,586 of 8,398 2022 filers by assets (497% of the sector average)-$4M for 4 participants.
- #5,586
- in Other Services (8,398 peers)
- +30.1%
- assets growth YoY
Bart Wolfe Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers
Bart Wolfe Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,036,439 46th percentile higher than 46% 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
Bart Wolfe Retirement 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. Bart Wolfe Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 866457349 · Bart Wolfe PY 2022 · Defined Benefit (Pension)
Bart Wolfe Retirement Plan and Trust · $4M · 4 · 46th
- BOOK $4M
- VS-ST 4
- BOY 46th
- SCH Defined Benefit (Pension)
- EBSA near Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan
- PART ind #5586
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 Other Services retirement plans → · Plans in New York →
Bart Wolfe Retirement Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $933K |
| Employer EIN | 866457349 |
| Plan Effective Date | 2020-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bart Wolfe)
Sponsor-wide plan assets over time
All Bart Wolfe plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 53.26630725746134% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $4M |
| 2023 | 1 | 4 | $4M |
| 2024 | 1 | 4 | $6M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Bart Wolfe Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan in AR ($4M); by covered participants it is Valher Inc Defined Benefit Pension 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 ($4M here).
- Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan (AR) $4M · 23
- Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan (CA) $4M · 3
- Tri-State Armature & Electrical Works, Inc. Employees' Pension Plan (TN) $4M · 24
- Country Select Catfish Pension Plan for Salaried Employees (MS) $4M · 117
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.