401(k) · DOL Form 5500 · 2024

Wolfe Research, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
247
Participants Below avg headcount
75th
Percentile by assets National rank
$103,959
Avg per participant Below avg balance/head
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Official DOL plan name: Wolfe Research, LLC 401(k) Plan · Sponsored by Wolfe Research, LLC · New York · Finance & Insurance

$26M in assets, 247 participants

Wolfe Research, LLC's Wolfe Research, LLC 401(k) Plan reported $26M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,237 in Finance & Insurance (8,549 peers)

Coverage in New York

Wolfe Research, LLC 401(k) Plan covers 247 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $26M.

#5,237
in Finance & Insurance (8,549 peers)
$501K
reported net income
0.3×
vs typical plan assets (national mean)

Wolfe Research, LLC 401(k) Plan's outsized position by total assets

Wolfe Research, LLC 401(k) Plan vs every filed plan by assets

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

$25,677,809 Top 25% higher than 75% 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

Wolfe Research, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wolfe Research, LLC 401(k) Plan sits mid-pack in the medium band (247 participants).

DOL schedule card

Filing strip 900357291 · Wolfe Research, LLC PY 2024 · 401(k)

Wolfe Research, LLC 401(k) Plan · $26M · 247 · 75th

  • SCH $26M
  • SCH 247
  • SCH 75th
  • SCH 401(k)
  • SCH near Illinois Eye Center 401(k) Profit Sharing Plan
  • SCH ind #5237

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 Finance & Insurance retirement plans → · Plans in New York →

Wolfe Research, LLC 401(k) Plan in the asset neighbourhood

Wolfe Research, LLC 401(k) PlanWolfe Research, LLC 401(k) P…$26MIllinois Eye Center 401(k) Profit Sharing PlanIllinois Eye Center 401(k) P…$26MMinnesota Valley Testing Laboratories, Inc. 401(k) Employee Savings & Retirement PlanMinnesota Valley Testing Lab…$26MAurora Solar, Inc. 401(k) PlanAurora Solar, Inc. 401(k) Pl…$26MPkl Services, Inc. Employee Stock Ownership PlanPkl Services, Inc. Employee …$26M
End-of-year total assets ($M) among Wolfe Research, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$26M
Net Income$501K
Employer EIN900357291
Plan Effective Date2024-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Wolfe Research, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wolfe Research, LLC 401(k) Plan, Total assets ($B): 0.025677809 · Participants: 247Wolfe Research, LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Wolfe Research, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wolfe Research, LLC 401(k) Plan side-by-side with 3 peers →

Wolfe Research, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Illinois Eye Center 401(k) Profit Sharing Plan in IL ($26M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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

Where does Wolfe Research, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Wolfe Research, LLC 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wolfe Research, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Illinois Eye Center 401(k) Profit Sharing Plan in IL ($26M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Wolfe Research, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Propex 401(k) Savings Plan in TN (247 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 900357291.

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.