401(k) · DOL Form 5500 · 2023

Wolfe Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
578
Participants Below avg headcount
90th
Percentile by assets National rank
$150,861
Avg per participant Above avg balance/head
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Official DOL plan name: Wolfe Clinic, P.C. 401(k) Profit Sharing Plan · Sponsored by Wolfe Clinic, P.C. · Iowa · Healthcare & Social Assistance

$87M in assets, 578 participants

Wolfe Clinic, P.C.'s Wolfe Clinic, P.C. 401(k) Profit Sharing Plan reported $87M in total assets and 578 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,195 in Healthcare & Social Assistance (17,684 peers)

Where Wolfe Clinic, P.C. 401(k) Profit Sharing Plan sits by assets

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $87M for 578 participants (~$150,861/participant), up 10.4% in 2023.

#16,195
in Healthcare & Social Assistance (17,684 peers)
+10.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$87,197,521 Top 10% higher than 90% 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

Wolfe Clinic, P.C. 401(k) 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. Wolfe Clinic, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (578 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wolfe Clinic, P.C. 401(k) Profit Sharing Plan reported net income fell from $10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wolfe Clinic, P.C. 401(k) Profit Sharing Plan reported participants rose from 518 in the plan year 2022 filing to 578 in the plan year 2023 filing.
  • Wolfe Clinic, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $79M in the plan year 2022 filing to $87M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420954581 · Wolfe Clinic, P.C. PY 2023 · 401(k)

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan · $87M · 578 · 90th

  • PART $87M
  • TYPE 578
  • NET 90th
  • BOOK 401(k)
  • VS-ST near Employees' Thrift Plan of Davis H. Elliot Company, Incorporated
  • BOY ind #16195

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 Iowa →

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Collabera 401(k) Plan$87MWolfe Clinic, P.C. 401(k) Profit Sharing PlanWolfe Clinic, P.C. 401(k) Pr…$87MEmployees' Thrift Plan of Davis H. Elliot Company, IncorporatedEmployees' Thrift Plan of Da…$87MCrossway 401(k) Plan$87MUnicom Global, Inc. 401(k) PlanUnicom Global, Inc. 401(k) P…$87M
End-of-year total assets ($M) among Wolfe Clinic, P.C. 401(k) 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)$79M
Net Assets (End of Year)$87M
Net Income$8M
Employer EIN420954581
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wolfe Clinic, P.C.)

Sponsor-wide plan assets over time

All Wolfe Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 18.97326131285599% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $79M $94M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 518 $79M
2023 1 578 $87M
2024 1 583 $94M

Nearby 401(k) Plans in Iowa

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

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Wolfe Clinic, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.087197521 · Participants: 578Wolfe Clinic, P.C. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Wolfe Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Wolfe Clinic, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Employees' Thrift Plan of Davis H. Elliot Company, Incorporated in KY ($87M); by covered participants it is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN (578 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($87M here).

Similar participant headcount

Nearest other-state filings by covered participants (578 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 Wolfe Clinic, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Wolfe Clinic, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 10.4% during 2023, from $79M to $87M. Reported net income was $8M.
How have Wolfe Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wolfe Clinic, P.C.'s sponsor-wide assets grew 19.0%, from $79M to $94M.
Where does Wolfe Clinic, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wolfe Clinic, P.C. 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wolfe Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employees' Thrift Plan of Davis H. Elliot Company, Incorporated in KY ($87M, 2,674 participants).
Which 401(k) plans cover a similar participant headcount to Wolfe Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN (578 participants, $176M 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 420954581.

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.