401(k) · DOL Form 5500 · 2024

Oster and Wolf LLP 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
26th
Percentile by assets National rank
$291,845
Avg per participant High balance/head
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Official DOL plan name: Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Oster and Wolf LLP · California · Professional & Technical Services

$1M in assets, 5 participants

Oster and Wolf LLP's Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,380 in Professional & Technical Services (20,173 peers)

Oster and Wolf LLP multi-year trail

Oster and Wolf LLP's plans moved +43.1% in assets from 2022 to 2024; this filing shows Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust at $1M / 5 participants.

#4,380
in Professional & Technical Services (20,173 peers)
+16.6%
assets growth YoY

Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,459,227 26th percentile higher than 26% of 123,620 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 2024

Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust reported net income fell from $231K in the plan year 2023 filing to $208K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 203709807 · Oster and Wolf LLP PY 2024 · 401(k)

Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust · $1M · 5 · 26th

  • EIN $1M
  • RANK 5
  • PHOTO 26th
  • IND 401(k)
  • EOY near Greenberg Financial Group 401(k) Profit Sharing Plan
  • 5500 ind #4380

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 California →

Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Oster and Wolf LLP 401(k) Profit Sharing Plan & TrustOster and Wolf LLP 401(k) Pr…$1MGreenberg Financial Group 401(k) Profit Sharing PlanGreenberg Financial Group 40…$1MCharles S. Adams, O.D., a.P.C. Profit Sharing PlanCharles S. Adams, O.D., a.P.…$1MBark Frameworks, Inc. 401(k) Retirement PlanBark Frameworks, Inc. 401(k)…$1MBob's Auto Service, Inc. Simple 401 K PlanBob's Auto Service, Inc. Sim…$1M
End-of-year total assets ($M) among Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oster and Wolf LLP multi-year asset trail

Sponsor-wide plan assets over time

All Oster and Wolf LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1M 43.08223153947828% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.02M $1.46M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 4 $1M
2024 1 5 $1M

Oster and Wolf LLP filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$208K
Employer EIN203709807
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001459227 · Participants: 5Oster and Wolf LLP 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Greenberg Financial Group 401(k) Profit Sharing Plan in AZ ($1M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust grew sharply - up 16.6% during 2024, from $1M to $1M. Reported net income was $208K.
How have Oster and Wolf LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oster and Wolf LLP's sponsor-wide assets grew 43.1%, from $1M to $1M.
Which 401(k) plans are similar in size to Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Greenberg Financial Group 401(k) Profit Sharing Plan in AZ ($1M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Oster and Wolf LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203709807.

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.