401(k) · DOL Form 5500 · 2023

Wolf, Greenfield & Sacks, P.C. 401(k) Plan

Data updated 2026-08-25

$180M
Total assets Near avg plan size
422
Participants Below avg headcount
94th
Percentile by assets National rank
$427,060
Avg per participant High balance/head
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Official DOL plan name: Wolf, Greenfield & Sacks, P.C. 401(k) Plan · Sponsored by Wolf, Greenfield & Sacks, P.C. · Massachusetts · Professional & Technical Services

$180M in assets, 422 participants

Wolf, Greenfield & Sacks, P.C.'s Wolf, Greenfield & Sacks, P.C. 401(k) Plan reported $180M in total assets and 422 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,408 in Professional & Technical Services (20,321 peers)

Where Wolf, Greenfield & Sacks, P.C. 401(k) Plan sits by assets

Wolf, Greenfield & Sacks, P.C. 401(k) Plan sits in the top 10% of all filed plans by assets, $180M for 422 participants (~$427,060/participant), up 22.4% in 2023.

#19,408
in Professional & Technical Services (20,321 peers)
+22.4%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Wolf, Greenfield & Sacks, P.C. 401(k) Plan's outsized position by total assets

Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs every filed plan by assets

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

$180,219,302 Top 6% higher than 94% 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

Wolf, Greenfield & Sacks, P.C. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wolf, Greenfield & Sacks, P.C. 401(k) Plan sits mid-pack in the medium band (422 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wolf, Greenfield & Sacks, P.C. 401(k) Plan reported net income rose from -$27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Wolf, Greenfield & Sacks, P.C. 401(k) Plan end-of-year assets rose from $147M in the plan year 2022 filing to $180M in the plan year 2023 filing.
  • Wolf, Greenfield & Sacks, P.C. 401(k) Plan reported participants rose from 386 in the plan year 2022 filing to 422 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042613631 · Wolf, Greenfield & Sacks, P.C. PY 2023 · 401(k)

Wolf, Greenfield & Sacks, P.C. 401(k) Plan · $180M · 422 · 94th

  • NET $180M
  • BOOK 422
  • VS-ST 94th
  • BOY 401(k)
  • SCH near Mewbourne Oil Company Employees' 401(k) Plan
  • EBSA ind #19408

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 Massachusetts →

Wolf, Greenfield & Sacks, P.C. 401(k) Plan in the asset neighbourhood

Mongodb, Inc 401(k) Plan$180MDebevoise & Plimpton LLP Cash or Deferred Plan for Associates and CounselDebevoise & Plimpton LLP Cas…$180MFreedom Mortgage 401(k) Plan$180MMewbourne Oil Company Employees' 401(k) PlanMewbourne Oil Company Employ…$180MWolf, Greenfield & Sacks, P.C. 401(k) PlanWolf, Greenfield & Sacks, P.…$180M
End-of-year total assets ($M) among Wolf, Greenfield & Sacks, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$147M
Net Assets (End of Year)$180M
Net Income$33M
Employer EIN042613631
Plan Effective Date1991-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wolf, Greenfield & Sacks, P.C.)

Sponsor-wide plan assets over time

All Wolf, Greenfield & Sacks, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$213M 44.837018349817455% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $147M $213M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 386 $147M
2023 1 422 $180M
2024 1 433 $213M

Nearby 401(k) Plans in Massachusetts

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

Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wolf, Greenfield & Sacks, P.C. 401(k) Plan, Total assets ($B): 0.180219302 · Participants: 422Wolf, Greenfield & Sacks, P.C. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wolf, Greenfield & Sacks, P.C. 401(k) Plan side-by-side with 3 peers →

Wolf, Greenfield & Sacks, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mewbourne Oil Company Employees' 401(k) Plan in TX ($180M); by covered participants it is Kiel Center 401(k) Plan in MO (422 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($180M here).

Similar participant headcount

Nearest other-state filings by covered participants (422 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 Wolf, Greenfield & Sacks, P.C. 401(k) Plan assets move in 2023? ▼
Wolf, Greenfield & Sacks, P.C. 401(k) Plan grew sharply - up 22.4% during 2023, from $147M to $180M. Reported net income was $33M.
How have Wolf, Greenfield & Sacks, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wolf, Greenfield & Sacks, P.C.'s sponsor-wide assets grew 44.8%, from $147M to $213M.
Where does Wolf, Greenfield & Sacks, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wolf, Greenfield & Sacks, P.C. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wolf, Greenfield & Sacks, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mewbourne Oil Company Employees' 401(k) Plan in TX ($180M, 640 participants).
Which 401(k) plans cover a similar participant headcount to Wolf, Greenfield & Sacks, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kiel Center 401(k) Plan in MO (422 participants, $21M 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 042613631.

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.