401(k) · DOL Form 5500 · 2023

Wolman Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
27
Participants Small participant base
44th
Percentile by assets National rank
$184,072
Avg per participant Above avg balance/head
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Official DOL plan name: Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Wolman Wealth Management, Inc. · California · Professional & Technical Services

$5M in assets, 27 participants

Wolman Wealth Management, Inc.'s Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 27 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.

  • #8,539 in Professional & Technical Services (20,321 peers)

Wolman Wealth Management, Inc. multi-year trail

Wolman Wealth Management, Inc.'s plans moved +37.4% in assets from 2022 to 2023; this filing shows Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan at $5M / 27 participants.

#8,539
in Professional & Technical Services (20,321 peers)
+37.4%
assets growth YoY

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,969,934 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

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan reported net income rose from -$247K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan reported participants fell from 28 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133793120 · Wolman Wealth Management, Inc. PY 2023 · 401(k)

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan · $5M · 27 · 44th

  • PART $5M
  • PART 27
  • PART 44th
  • PART 401(k)
  • PART near Quility 401(k) Retirement Plan
  • PART ind #8539

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 California →

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Wolman Wealth Management, Inc. 401(k) Profit Sharing PlanWolman Wealth Management, In…$5MQuility 401(k) Retirement PlanQuility 401(k) Retirement Pl…$5MSchoox 401(k) Plan$5MGould, Kobrick & Schlapp, PC Profit Sharing PlanGould, Kobrick & Schlapp, PC…$5MStandard Golf Company Employees Savings PlanStandard Golf Company Employ…$5M
End-of-year total assets ($M) among Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wolman Wealth Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wolman Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 37.35952245788921% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 20222023 $3.62M $4.97M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 28 $4M
2023 1 27 $5M

Wolman Wealth Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN133793120
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004969934 · Participants: 27Wolman Wealth Management, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Quility 401(k) Retirement Plan in NC ($5M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan surged - up 37.4% during 2023, from $4M to $5M. Reported net income was $1M.
How have Wolman Wealth Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Wolman Wealth Management, Inc.'s sponsor-wide assets grew 37.4%, from $4M to $5M.
Which 401(k) plans are similar in size to Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quility 401(k) Retirement Plan in NC ($5M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 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 133793120.

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.