401(k) · DOL Form 5500 · 2023

Wolf & Company, P.C. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
373
Participants Below avg headcount
87th
Percentile by assets National rank
$160,430
Avg per participant Above avg balance/head
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Official DOL plan name: Wolf & Company, P.C. 401(k) Plan · Sponsored by Wolf & Company, P.C. · Massachusetts · Professional & Technical Services

$60M in assets, 373 participants

Wolf & Company, P.C.'s Wolf & Company, P.C. 401(k) Plan reported $60M in total assets and 373 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,968 in Professional & Technical Services (20,321 peers)

Where Wolf & Company, P.C. 401(k) Plan sits by assets

Wolf & Company, P.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $60M for 373 participants (~$160,430/participant), up 26.1% in 2023.

#17,968
in Professional & Technical Services (20,321 peers)
+26.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Wolf & Company, P.C. 401(k) Plan's outsized position by total assets

Wolf & Company, P.C. 401(k) Plan vs every filed plan by assets

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

$59,840,421 Top 13% higher than 87% 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

Wolf & Company, P.C. 401(k) 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. Wolf & Company, P.C. 401(k) Plan sits mid-pack in the medium band (373 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wolf & Company, P.C. 401(k) Plan reported net income rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Wolf & Company, P.C. 401(k) Plan end-of-year assets rose from $47M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Wolf & Company, P.C. 401(k) Plan reported participants rose from 345 in the plan year 2022 filing to 373 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042689883 · Wolf & Company, P.C. PY 2023 · 401(k)

Wolf & Company, P.C. 401(k) Plan · $60M · 373 · 87th

  • IND $60M
  • EOY 373
  • 5500 87th
  • ASSETS 401(k)
  • PCT near Bel-Park Anesthesia Associates Retirement Savings Plan
  • EIN ind #17968

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Wolf & Company, P.C. 401(k) Plan in the asset neighbourhood

Keller Supply Company Profit Sharing 401(k) PlanKeller Supply Company Profit…$60MWolf & Company, P.C. 401(k) PlanWolf & Company, P.C. 401(k) …$60MBel-Park Anesthesia Associates Retirement Savings PlanBel-Park Anesthesia Associat…$60MTerra Holdings 401(k) Plan$60MBergstrom Inc Profit Sharing and Employee Savings PlanBergstrom Inc Profit Sharing…$60M
End-of-year total assets ($M) among Wolf & Company, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$60M
Net Income$12M
Employer EIN042689883
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wolf & Company, P.C.)

Sponsor-wide plan assets over time

All Wolf & Company, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$129M 27.568149835712823% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $101M $129M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 560 $101M
2023 2 568 $123M
2024 2 568 $129M

Nearby 401(k) Plans in Massachusetts

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

Wolf & Company, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wolf & Company, P.C. 401(k) Plan, Total assets ($B): 0.059840421 · Participants: 373Wolf & Company, P.C. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Wolf & Company, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wolf & Company, P.C. 401(k) Plan side-by-side with 3 peers →

Wolf & Company, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bel-Park Anesthesia Associates Retirement Savings Plan in OH ($60M); by covered participants it is Stupp Bros., Inc. 401(k) and Employee Thrift Plan in MO (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Wolf & Company, P.C. 401(k) Plan assets move in 2023? ▼
Wolf & Company, P.C. 401(k) Plan grew sharply - up 26.1% during 2023, from $47M to $60M. Reported net income was $12M.
How have Wolf & Company, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wolf & Company, P.C.'s sponsor-wide assets grew 27.6%, from $101M to $129M.
Where does Wolf & Company, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wolf & Company, P.C. 401(k) Plan ranks in the 87th 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 Wolf & Company, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bel-Park Anesthesia Associates Retirement Savings Plan in OH ($60M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Wolf & Company, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stupp Bros., Inc. 401(k) and Employee Thrift Plan in MO (373 participants, $44M 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 042689883.

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.