401(k) · DOL Form 5500 · 2023

Andrew M. Wolin, M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$685,075
Avg per participant High balance/head
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Official DOL plan name: Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust · Sponsored by Andrew M. Wolin, M.D., P.C. · Arizona · Healthcare & Social Assistance

$3M in assets, 4 participants

Andrew M. Wolin, M.D., P.C.'s Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,167 in Healthcare & Social Assistance (17,684 peers)

Andrew M. Wolin, M.D., P.C. multi-year trail

Andrew M. Wolin, M.D., P.C.'s plans moved +24.0% in assets from 2022 to 2024; this filing shows Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust at $3M / 4 participants.

#6,167
in Healthcare & Social Assistance (17,684 peers)
+14.1%
assets growth YoY

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust vs every filed plan by assets

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

$2,740,299 34th percentile higher than 34% 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

Andrew M. Wolin, M.D., P.C. 401(k) Plan and 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. Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust reported net income rose from -$323K in the plan year 2022 filing to $338K in the plan year 2023 filing.
  • Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860557801 · Andrew M. Wolin, M.D., P.C. PY 2023 · 401(k)

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust · $3M · 4 · 34th

  • PHOTO $3M
  • IND 4
  • EOY 34th
  • 5500 401(k)
  • ASSETS near Rope Partner, Inc. 401(k) Plan
  • PCT ind #6167

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust in the asset neighbourhood

Andrew M. Wolin, M.D., P.C. 401(k) Plan and TrustAndrew M. Wolin, M.D., P.C. …$3MRope Partner, Inc. 401(k) PlanRope Partner, Inc. 401(k) Pl…$3MNord-Lock, Inc.$3MArrow Manufacturing Co. Inc. 401(k) Profit Sharing Plan & TrustArrow Manufacturing Co. Inc.…$3MHmc Management Services, Inc. Retirement PlanHmc Management Services, Inc…$3M
End-of-year total assets ($M) among Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Andrew M. Wolin, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Andrew M. Wolin, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.04155615383719% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.4M $2.98M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M
2024 1 4 $3M

Andrew M. Wolin, M.D., P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$338K
Employer EIN860557801
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust, Total assets ($B): 0.002740299 · Participants: 4Andrew M. Wolin, M.D., P.C. 401(k) Plan and TrustBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust side-by-side with 3 peers →

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Rope Partner, Inc. 401(k) Plan in CA ($3M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust assets move in 2023? ▼
Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust grew at a solid clip - up 14.1% during 2023, from $2M to $3M. Reported net income was $338K.
How have Andrew M. Wolin, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrew M. Wolin, M.D., P.C.'s sponsor-wide assets grew 24.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rope Partner, Inc. 401(k) Plan in CA ($3M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 860557801.

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.