Profit Sharing · DOL Form 5500 · 2023

John D. Woliver, Attorney at Law Profit Sharing Plan

Data updated 2026-08-25

$852K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$426,172
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: John D. Woliver Profit Sharing Plan · Sponsored by John D. Woliver, Attorney at Law · Ohio · Professional & Technical Services

$852K in assets, 2 participants

John D. Woliver, Attorney at Law's John D. Woliver Profit Sharing Plan reported $852K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,526 in Professional & Technical Services (20,321 peers)

John D. Woliver, Attorney at Law multi-year trail

John D. Woliver, Attorney at Law's plans moved -23.4% in assets from 2022 to 2024; this filing shows John D. Woliver Profit Sharing Plan at $852K / 2 participants.

#3,526
in Professional & Technical Services (20,321 peers)
-31.2%
assets change YoY

John D. Woliver Profit Sharing Plan among the smaller filed plans by assets

John D. Woliver Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$852,343 22nd percentile higher than 22% of 127,068 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 2023

John D. Woliver Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John D. Woliver Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John D. Woliver Profit Sharing Plan reported net income rose from -$222K in the plan year 2022 filing to $114K in the plan year 2023 filing.
  • John D. Woliver Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $852K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341372973 · John D. Woliver, Attorney at Law PY 2023 · Profit Sharing

John D. Woliver Profit Sharing Plan · $852K · 2 · 22nd

  • BOOK $852K
  • VS-ST 2
  • BOY 22nd
  • SCH Profit Sharing
  • EBSA near Dm Concessions Inc. Profit Sharing Plan
  • PART ind #3526

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 Professional & Technical Services retirement plans → · Plans in Ohio →

John D. Woliver Profit Sharing Plan in the asset neighbourhood

John D. Woliver Profit Sharing PlanJohn D. Woliver Profit Shari…$852KDm Concessions Inc. Profit Sharing PlanDm Concessions Inc. Profit S…$852KNorthern California Jass Restaurant Incorporated Retirement PlanNorthern California Jass Res…$853KPrima, Primary Medical Association Inc. Profit Sharing PlanPrima, Primary Medical Assoc…$853KDavekim Family Inc. Retirement PlanDavekim Family Inc. Retireme…$851K
End-of-year total assets ($M) among John D. Woliver Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

John D. Woliver, Attorney at Law multi-year asset trail

Sponsor-wide plan assets over time

All John D. Woliver, Attorney at Law plans reported in each filing year

Latest sponsor-wide plan assets
$949K 23.41885930392596% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $1.24M $0.95M ▼ -23.4%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $852K
2024 1 2 $949K

John D. Woliver, Attorney at Law filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$852K
Net Income$114K
Employer EIN341372973
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

John D. Woliver Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants John D. Woliver Profit Sharing Plan, Total assets ($B): 0.000852343 · Participants: 2John D. Woliver Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
John D. Woliver Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

John D. Woliver Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Dm Concessions Inc. Profit Sharing Plan in VA ($852K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did John D. Woliver Profit Sharing Plan assets move in 2023?
John D. Woliver Profit Sharing Plan contracted severely - down 31.2% during 2023, from $1M to $852K. Reported net income was $114K.
How have John D. Woliver, Attorney at Law plan assets changed over time?
Across 3 plan years on file (2022-2024), John D. Woliver, Attorney at Law's sponsor-wide assets declined 23.4%, from $1M to $949K.
Where does John D. Woliver Profit Sharing Plan rank by assets among Form 5500 filers?
John D. Woliver Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to John D. Woliver Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Dm Concessions Inc. Profit Sharing Plan in VA ($852K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to John D. Woliver Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).