401(k) · DOL Form 5500 · 2023

Wolff Principal Holdings, L.P. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
386
Participants Below avg headcount
75th
Percentile by assets National rank
$58,006
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alvin J. Wolff Profit Sharing Plan · Sponsored by Wolff Principal Holdings, L.P. · Arizona · Real Estate

$22M in assets, 386 participants

Wolff Principal Holdings, L.P.'s Alvin J. Wolff Profit Sharing Plan reported $22M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,171 in Real Estate (4,727 peers)

Where Alvin J. Wolff Profit Sharing Plan sits by assets

Alvin J. Wolff Profit Sharing Plan sits in the top quartile of all filed plans by assets, $22M for 386 participants (~$58,006/participant), up 31.6% in 2023.

#4,171
in Real Estate (4,727 peers)
+31.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Alvin J. Wolff Profit Sharing Plan's outsized position by total assets

Alvin J. Wolff Profit Sharing Plan vs every filed plan by assets

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

$22,390,269 Top 25% higher than 75% 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

Alvin J. Wolff Profit Sharing 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. Alvin J. Wolff Profit Sharing Plan sits mid-pack in the medium band (386 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alvin J. Wolff Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Alvin J. Wolff Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Alvin J. Wolff Profit Sharing Plan reported participants rose from 336 in the plan year 2022 filing to 386 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 464795773 · Wolff Principal Holdings, L.P. PY 2023 · 401(k)

Alvin J. Wolff Profit Sharing Plan · $22M · 386 · 75th

  • SCH $22M
  • SCH 386
  • SCH 75th
  • SCH 401(k)
  • SCH near Hirschbach Companies 401(k) Profit Sharing Plan
  • SCH ind #4171

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 Real Estate retirement plans → · Plans in Arizona →

Alvin J. Wolff Profit Sharing Plan in the asset neighbourhood

Alvin J. Wolff Profit Sharing PlanAlvin J. Wolff Profit Sharin…$22MHirschbach Companies 401(k) Profit Sharing PlanHirschbach Companies 401(k) …$22MPennakem Employees' Savings PlanPennakem Employees' Savings …$22MBennett, Bricklin & Saltzburg LLC 401(k) PlanBennett, Bricklin & Saltzbur…$22MCpi Aerostructures 401(k) PlanCpi Aerostructures 401(k) Pl…$22M
End-of-year total assets ($M) among Alvin J. Wolff Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN464795773
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wolff Principal Holdings, L.P.)

Sponsor-wide plan assets over time

All Wolff Principal Holdings, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 64.65727749633199% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17M $28M ▲ +64.6%
Year Plans Participants Total Assets
2022 1 336 $17M
2023 1 386 $22M
2024 1 399 $28M

Nearby 401(k) Plans in Arizona

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

Alvin J. Wolff Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Alvin J. Wolff Profit Sharing Plan, Total assets ($B): 0.022390269 · Participants: 386Alvin J. Wolff Profit Sharing PlanBechtel 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
Alvin J. Wolff Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Alvin J. Wolff Profit Sharing Plan side-by-side with 3 peers →

Alvin J. Wolff Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Hirschbach Companies 401(k) Profit Sharing Plan in IA ($22M); by covered participants it is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (386 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 Alvin J. Wolff Profit Sharing Plan assets move in 2023? ▼
Alvin J. Wolff Profit Sharing Plan surged - up 31.6% during 2023, from $17M to $22M. Reported net income was $5M.
How have Wolff Principal Holdings, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wolff Principal Holdings, L.P.'s sponsor-wide assets grew 64.7%, from $17M to $28M.
Where does Alvin J. Wolff Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Alvin J. Wolff Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Alvin J. Wolff Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hirschbach Companies 401(k) Profit Sharing Plan in IA ($22M, 2,452 participants).
Which 401(k) plans cover a similar participant headcount to Alvin J. Wolff Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants, $4M 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 464795773.

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.