401(k) · DOL Form 5500 · 2023

Wolfe Financial Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
97
Participants Small participant base
44th
Percentile by assets National rank
$50,519
Avg per participant Low balance/head
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Official DOL plan name: Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Wolfe Financial Inc · North Carolina · Finance & Insurance

$5M in assets, 97 participants

Wolfe Financial Inc's Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,750 in Finance & Insurance (8,869 peers)

Wolfe Financial Inc multi-year trail

Wolfe Financial Inc's plans moved +17.1% in assets from 2022 to 2023; this filing shows Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust at $5M / 97 participants.

#2,750
in Finance & Insurance (8,869 peers)
+17.1%
assets growth YoY

Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,900,331 44th percentile higher than 44% 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

Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $716K in the plan year 2023 filing.
  • Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 134 in the plan year 2022 filing to 97 in the plan year 2023 filing.
  • Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 262429669 · Wolfe Financial Inc PY 2023 · 401(k)

Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust · $5M · 97 · 44th

  • TYPE $5M
  • NET 97
  • BOOK 44th
  • VS-ST 401(k)
  • BOY near Fnnb Bank Employee Savings & Profit Sharing Plan
  • SCH ind #2750

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 North Carolina →

Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Wolfe Financial, Inc. 401(k) Profit Sharing Plan and TrustWolfe Financial, Inc. 401(k)…$5MFnnb Bank Employee Savings & Profit Sharing PlanFnnb Bank Employee Savings &…$5MSeabrook Island Club Retirement Savings PlanSeabrook Island Club Retirem…$5MGcp Management Services LLC 401(k) Profit Sharing Plan & TrustGcp Management Services LLC …$5MRiversbend Rehabilitation, Inc. 401(k) PlanRiversbend Rehabilitation, I…$5M
End-of-year total assets ($M) among Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wolfe Financial Inc multi-year asset trail

Sponsor-wide plan assets over time

All Wolfe Financial Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.1239690201736% vs 2022
2023 filing year
$4M$4.5M$5M 20222023 $4.18M $4.9M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 134 $4M
2023 1 97 $5M

Wolfe Financial Inc filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$716K
Employer EIN262429669
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004900331 · Participants: 97Wolfe Financial, Inc. 401(k) Profit Sharing Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Fnnb Bank Employee Savings & Profit Sharing Plan in IA ($5M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 17.1% during 2023, from $4M to $5M. Reported net income was $716K.
How have Wolfe Financial Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Wolfe Financial Inc's sponsor-wide assets grew 17.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fnnb Bank Employee Savings & Profit Sharing Plan in IA ($5M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262429669.

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.