Defined Benefit (Pension) · DOL Form 5500 · 2023

Bart Wolfe Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
41st
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Bart Wolfe Retirement Plan and Trust · Sponsored by Bart Wolfe · New York · Other Services

$4M in assets, 4 participants

Bart Wolfe's Bart Wolfe Retirement Plan and Trust reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,978 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Bart Wolfe Retirement Plan and Trust ranks #4,978 of 7,857 2023 filers by assets (490% of the sector average)-$4M for 4 participants.

#4,978
in Other Services (7,857 peers)
+1.5%
assets growth YoY

Bart Wolfe Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers

Bart Wolfe Retirement Plan and Trust vs every filed plan by assets

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

$4,096,986 41st percentile higher than 41% 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

Bart Wolfe Retirement 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. Bart Wolfe Retirement 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

  • Bart Wolfe Retirement Plan and Trust reported net income fell from $933K in the plan year 2022 filing to $61K in the plan year 2023 filing.
  • Bart Wolfe Retirement Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 866457349 · Bart Wolfe PY 2023 · Defined Benefit (Pension)

Bart Wolfe Retirement Plan and Trust · $4M · 4 · 41st

  • VS-ST $4M
  • BOY 4
  • SCH 41st
  • EBSA Defined Benefit (Pension)
  • PART near Mustang Electronics and Affiliates Inc. Defined Benefit Pension Plan
  • TYPE ind #4978

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 Other Services retirement plans → · Plans in New York →

Bart Wolfe Retirement Plan and Trust in the asset neighbourhood

Tesser, LLC Defined Benefit Pension PlanTesser, LLC Defined Benefit …$4MBart Wolfe Retirement Plan and TrustBart Wolfe Retirement Plan a…$4MWeinstein Appraisal Group, Inc. Cash Balance PlanWeinstein Appraisal Group, I…$4MMustang Electronics and Affiliates Inc. Defined Benefit Pension PlanMustang Electronics and Affi…$4MEnergy Comm Defined Benefit PlanEnergy Comm Defined Benefit …$4M
End-of-year total assets ($M) among Bart Wolfe Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$61K
Employer EIN866457349
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bart Wolfe)

Sponsor-wide plan assets over time

All Bart Wolfe plans reported in each filing year

Latest sponsor-wide plan assets
$6M 53.26630725746134% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.04M $6.19M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $4M
2024 1 4 $6M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bart Wolfe Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Bart Wolfe Retirement Plan and Trust, Total assets ($B): 0.004096986 · Participants: 4Bart Wolfe Retirement Plan and TrustIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Bart Wolfe Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bart Wolfe Retirement Plan and Trust side-by-side with 3 peers →

Bart Wolfe Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Mustang Electronics and Affiliates Inc. Defined Benefit Pension Plan in FL ($4M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (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 Bart Wolfe Retirement Plan and Trust assets move in 2023? ▼
Bart Wolfe Retirement Plan and Trust edged up modestly - up 1.5% during 2023, from $4M to $4M. Reported net income was $61K.
How have Bart Wolfe plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bart Wolfe's sponsor-wide assets grew 53.3%, from $4M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Bart Wolfe Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mustang Electronics and Affiliates Inc. Defined Benefit Pension Plan in FL ($4M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bart Wolfe Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (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 866457349.

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.