Profit Sharing · DOL Form 5500 · 2024

George Wolfe Distributing Co Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Wolfe Distributing Amended and Restated Psp & Trust · Sponsored by George Wolfe Distributing Co · Texas · Wholesale Trade

$2M in assets, 1 participants

George Wolfe Distributing Co's Wolfe Distributing Amended and Restated Psp & Trust reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,098 in Wholesale Trade (6,080 peers)

George Wolfe Distributing Co multi-year trail

George Wolfe Distributing Co's plans moved -14.0% in assets from 2022 to 2024; this filing shows Wolfe Distributing Amended and Restated Psp & Trust at $2M / 1 participant.

#1,098
in Wholesale Trade (6,080 peers)
-4.0%
assets change YoY

The plan reported a net loss of $81K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wolfe Distributing Amended and Restated Psp & Trust among the smaller filed plans by assets

Wolfe Distributing Amended and Restated Psp & Trust vs every filed plan by assets

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

$1,934,809 29th percentile higher than 29% 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 Distributing Amended and Restated Psp & 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. Wolfe Distributing Amended and Restated Psp & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wolfe Distributing Amended and Restated Psp & Trust reported net income rose from -$235K in the plan year 2023 filing to -$81K in the plan year 2024 filing.
  • Wolfe Distributing Amended and Restated Psp & Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 751314307 · George Wolfe Distributing Co PY 2024 · Profit Sharing

Wolfe Distributing Amended and Restated Psp & Trust · $2M · 1 · 29th

  • VS-ST $2M
  • VS-ST 1
  • VS-ST 29th
  • VS-ST Profit Sharing
  • VS-ST near Juster Pope Frazier Profit Sharing Plan
  • VS-ST ind #1098

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 Wholesale Trade retirement plans → · Plans in Texas →

Wolfe Distributing Amended and Restated Psp & Trust in the asset neighbourhood

Juster Pope Frazier Profit Sharing PlanJuster Pope Frazier Profit S…$2MEdgardo Alegria Alicea Retirement PlanEdgardo Alegria Alicea Retir…$2MNazareth Living Center Profit Sharing PlanNazareth Living Center Profi…$2MWolfe Distributing Amended and Restated Psp & TrustWolfe Distributing Amended a…$2MSteven L. Lukather Music, Inc. Profit Sharing PlanSteven L. Lukather Music, In…$2M
End-of-year total assets ($M) among Wolfe Distributing Amended and Restated Psp & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

George Wolfe Distributing Co multi-year asset trail

Sponsor-wide plan assets over time

All George Wolfe Distributing Co plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.033170920704544% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $2.25M $1.93M ▼ -14.2%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

George Wolfe Distributing Co filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$81K
Employer EIN751314307
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wolfe Distributing Amended and Restated Psp & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Wolfe Distributing Amended and Restated Psp & Trust, Total assets ($B): 0.001934809 · Participants: 1Wolfe Distributing Amended and Restated Psp & TrustBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Wolfe Distributing Amended and Restated Psp & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Wolfe Distributing Amended and Restated Psp & Trust side-by-side with 3 peers →

Wolfe Distributing Amended and Restated Psp & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Juster Pope Frazier Profit Sharing Plan in MA ($2M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Wolfe Distributing Amended and Restated Psp & Trust assets move in 2024? ▼
Wolfe Distributing Amended and Restated Psp & Trust edged down modestly - down 4.0% during 2024, from $2M to $2M. Reported net income was -$81K.
How have George Wolfe Distributing Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), George Wolfe Distributing Co's sponsor-wide assets declined 14.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Wolfe Distributing Amended and Restated Psp & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Juster Pope Frazier Profit Sharing Plan in MA ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Wolfe Distributing Amended and Restated Psp & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 751314307.

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.