401(k) · DOL Form 5500 · 2023

Ronald L. Wolfe & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
33
Participants Small participant base
40th
Percentile by assets National rank
$121,719
Avg per participant Near avg balance/head
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Official DOL plan name: Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Ronald L. Wolfe & Associates, Inc. · California · Real Estate

$4M in assets, 33 participants

Ronald L. Wolfe & Associates, Inc.'s Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,847 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan ranks #2,847 of 4,727 2023 filers by assets (646% of the sector average)-$4M for 33 participants.

#2,847
in Real Estate (4,727 peers)
+15.7%
assets growth YoY

Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,016,733 40th percentile higher than 40% 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

Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from $233K in the plan year 2022 filing to $540K in the plan year 2023 filing.
  • Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 31 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770001135 · Ronald L. Wolfe & Associates, Inc. PY 2023 · 401(k)

Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan · $4M · 33 · 40th

  • NET $4M
  • BOOK 33
  • VS-ST 40th
  • BOY 401(k)
  • SCH near Ronemus and Vilensky, LLP Retirement Plan
  • EBSA ind #2847

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 Real Estate retirement plans → · Plans in California →

Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing PlanRonald L. Wolfe & Associates…$4MRonemus and Vilensky, LLP Retirement PlanRonemus and Vilensky, LLP Re…$4MWentwood Companies 401(k) PlanWentwood Companies 401(k) Pl…$4MAccess Physical Therapy & Wellness 401(k) PlanAccess Physical Therapy & We…$4MMaine Technical Source 401(k) Profit SharingMaine Technical Source 401(k…$4M
End-of-year total assets ($M) among Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$540K
Employer EIN770001135
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ronald L. Wolfe & Associates, Inc.)

Sponsor-wide plan assets over time

All Ronald L. Wolfe & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.679219238643633% vs 2022
2023 filing year
$3.4M$3.6M$3.8M$4M$4.2M 20222023 $3.47M $4.02M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 31 $3M
2023 1 33 $4M

Nearby 401(k) Plans in California

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

Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004016733 · Participants: 33Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ronemus and Vilensky, LLP Retirement Plan in NY ($4M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.7% during 2023, from $3M to $4M. Reported net income was $540K.
How have Ronald L. Wolfe & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ronald L. Wolfe & Associates, Inc.'s sponsor-wide assets grew 15.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ronemus and Vilensky, LLP Retirement Plan in NY ($4M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Ronald L. Wolfe & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 770001135.

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.