Profit Sharing · DOL Form 5500 · 2023
George Wolfe Distributing Co Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
Official DOL plan name: Wolfe Distributing Amended and Restated Psp & Trust · Sponsored by George Wolfe Distributing Co · Texas · Wholesale Trade
$2M in assets, 1 participants
George Wolfe Distributing Co's Wolfe Distributing Amended and Restated Psp & Trust reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #1,250 in Wholesale Trade (6,309 peers)
George Wolfe Distributing Co multi-year trail
George Wolfe Distributing Co's plans moved -14.0% in assets from 2022 to 2024; this filing shows Wolfe Distributing Amended and Restated Psp & Trust at $2M / 1 participant.
- #1,250
- in Wholesale Trade (6,309 peers)
- -10.4%
- assets change YoY
The plan reported a net loss of $235K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wolfe Distributing Amended and Restated Psp & Trust among the smaller filed plans by assets
Wolfe Distributing Amended and Restated Psp & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,016,005 31st percentile higher than 31% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wolfe Distributing Amended and Restated Psp & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wolfe Distributing Amended and Restated Psp & Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wolfe Distributing Amended and Restated Psp & Trust reported net income rose from -$615K in the plan year 2022 filing to -$235K in the plan year 2023 filing.
- Wolfe Distributing Amended and Restated Psp & Trust end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 751314307 · George Wolfe Distributing Co PY 2023 · Profit Sharing
Wolfe Distributing Amended and Restated Psp & Trust · $2M · 1 · 31st
- NET $2M
- BOOK 1
- VS-ST 31st
- BOY Profit Sharing
- SCH near Robert F. Kennedy Center for Justice & Human Rights 403(b) Plan
- EBSA ind #1250
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 Wholesale Trade retirement plans → · Plans in Texas →
Wolfe Distributing Amended and Restated Psp & Trust in the asset neighbourhood
George Wolfe Distributing Co multi-year asset trail
Sponsor-wide plan assets over time
All George Wolfe Distributing Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 14.033170920704544% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
George Wolfe Distributing Co filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$235K |
| Employer EIN | 751314307 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Wolfe Distributing Amended and Restated Psp & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Robert F. Kennedy Center for Justice & Human Rights 403(b) Plan in DC ($2M); by covered participants it is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.