Defined Benefit (Pension) · DOL Form 5500 · 2023

Wolf & Company, P.C. Pension Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
195
Participants Below avg headcount
88th
Percentile by assets National rank
$324,848
Avg per participant High balance/head
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Official DOL plan name: Wolf & Company, P.C. Defined Benefit Pension Plan · Sponsored by Wolf & Company, P.C. · Massachusetts · Professional & Technical Services

$63M in assets, 195 participants

Wolf & Company, P.C.'s Wolf & Company, P.C. Defined Benefit Pension Plan reported $63M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,090 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Wolf & Company, P.C. Defined Benefit Pension Plan covers 195 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $63M.

#18,090
in Professional & Technical Services (20,321 peers)
+17.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Wolf & Company, P.C. Defined Benefit Pension Plan's outsized position by total assets

Wolf & Company, P.C. Defined Benefit Pension Plan vs every filed plan by assets

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

$63,345,342 Top 12% higher than 88% 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. Defined Benefit Pension 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. Defined Benefit Pension Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wolf & Company, P.C. Defined Benefit Pension Plan reported net income rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Wolf & Company, P.C. Defined Benefit Pension Plan end-of-year assets rose from $54M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Wolf & Company, P.C. Defined Benefit Pension Plan reported participants fell from 215 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042689883 · Wolf & Company, P.C. PY 2023 · Defined Benefit (Pension)

Wolf & Company, P.C. Defined Benefit Pension Plan · $63M · 195 · 88th

  • EOY $63M
  • 5500 195
  • ASSETS 88th
  • PCT Defined Benefit (Pension)
  • EIN near Century Aluminum Sebree Hourly Pension Plan
  • RANK ind #18090

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. Defined Benefit Pension Plan in the asset neighbourhood

Lewis Brothers Bakeries, Inc. Pension PlanLewis Brothers Bakeries, Inc…$63MCentury Aluminum Sebree Hourly Pension PlanCentury Aluminum Sebree Hour…$63MWolf & Company, P.C. Defined Benefit Pension PlanWolf & Company, P.C. Defined…$63MPhiladelphia Corporation for Aging Pension PlanPhiladelphia Corporation for…$63MElementis Global Career Reward PlanElementis Global Career Rewa…$63M
End-of-year total assets ($M) among Wolf & Company, P.C. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$63M
Net Income$9M
Employer EIN042689883
Plan Effective Date1980-04-01
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 Defined Benefit (Pension) Plans in Massachusetts

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

Wolf & Company, P.C. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Wolf & Company, P.C. Defined Benefit Pension Plan, Total assets ($B): 0.063345342 · Participants: 195Wolf & Company, P.C. Defined Benefit Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Wolf & Company, P.C. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Wolf & Company, P.C. Defined Benefit Pension Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Century Aluminum Sebree Hourly Pension Plan in IL ($63M); by covered participants it is Sheet Metal Workers Local #44 Retirement Income Plan in PA (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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. Defined Benefit Pension Plan assets move in 2023? ▼
Wolf & Company, P.C. Defined Benefit Pension Plan grew sharply - up 17.6% during 2023, from $54M to $63M. Reported net income was $9M.
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. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Wolf & Company, P.C. Defined Benefit Pension Plan ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Wolf & Company, P.C. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Century Aluminum Sebree Hourly Pension Plan in IL ($63M, 512 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wolf & Company, P.C. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers Local #44 Retirement Income Plan in PA (195 participants, $32M 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.