401(k) · DOL Form 5500 · 2023

Thomas J. Wolf, Cfp 401(k) Plan

Data updated 2026-08-25

$868K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$289,454
Avg per participant High balance/head
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Official DOL plan name: Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan · Sponsored by Thomas J. Wolf, Cfp · California · Finance & Insurance

$868K in assets, 3 participants

Thomas J. Wolf, Cfp's Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan reported $868K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,255 in Finance & Insurance (8,869 peers)

Thomas J. Wolf, Cfp multi-year trail

Thomas J. Wolf, Cfp's plans moved +56.8% in assets from 2022 to 2024; this filing shows Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan at $868K / 3 participants.

#1,255
in Finance & Insurance (8,869 peers)
+28.4%
assets growth YoY

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan among the smaller filed plans by assets

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan vs every filed plan by assets

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

$868,362 22nd percentile higher than 22% 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

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $192K in the plan year 2023 filing.
  • Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan end-of-year assets rose from $676K in the plan year 2022 filing to $868K in the plan year 2023 filing.
  • Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330594741 · Thomas J. Wolf, Cfp PY 2023 · 401(k)

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan · $868K · 3 · 22nd

  • BOOK $868K
  • BOOK 3
  • BOOK 22nd
  • BOOK 401(k)
  • BOOK near Reinman Retirement Plan
  • BOOK ind #1255

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 California →

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan in the asset neighbourhood

Thomas J. Wolf, Cfp 401(k) Profit Sharing PlanThomas J. Wolf, Cfp 401(k) P…$868KReinman Retirement Plan$868KMrm Enterprises Inc. Retirement PlanMrm Enterprises Inc. Retirem…$868KRapid Residential Restoration Company 401(k) PlanRapid Residential Restoratio…$868KThomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and TrustThomas D. Weddell, Cpa, P.C.…$869K
End-of-year total assets ($M) among Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Thomas J. Wolf, Cfp multi-year asset trail

Sponsor-wide plan assets over time

All Thomas J. Wolf, Cfp plans reported in each filing year

Latest sponsor-wide plan assets
$1M 56.75795595219255% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.68M $1.06M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 4 $676K
2023 1 3 $868K
2024 1 2 $1M

Thomas J. Wolf, Cfp filing trail (2023)

Total Assets (Beginning of Year)$676K
Net Assets (End of Year)$868K
Net Income$192K
Employer EIN330594741
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Thomas J. Wolf, Cfp 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 ($B) Participants Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan, Total assets ($B): 0.000868362 · Participants: 3Thomas J. Wolf, Cfp 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
Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan side-by-side with 3 peers →

Thomas J. Wolf, Cfp 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 Reinman Retirement Plan in TX ($868K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan assets move in 2023? ▼
Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan grew sharply - up 28.4% during 2023, from $676K to $868K. Reported net income was $192K.
How have Thomas J. Wolf, Cfp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas J. Wolf, Cfp's sponsor-wide assets grew 56.8%, from $676K to $1M.
Where does Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reinman Retirement Plan in TX ($868K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 330594741.

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.