401(k) · DOL Form 5500 · 2024

Wolf, Greenfield & Sacks, P.C. 401(k) Plan

Data updated 2026-08-11

$213M
Total assets
433
Participants
95th
Percentile by assets
$492,349
Avg per participant
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Official DOL plan name: Wolf, Greenfield & Sacks, P.C. 401(k) Plan · Sponsored by Wolf, Greenfield & Sacks, P.C. · Massachusetts · Professional & Technical Services

$213M in assets, 433 participants

Wolf, Greenfield & Sacks, P.C.'s Wolf, Greenfield & Sacks, P.C. 401(k) Plan reported $213M in total assets and 433 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 123,622 plans)
  • #19,297 in Professional & Technical Services (20,173 peers)

Where Wolf, Greenfield & Sacks, P.C. 401(k) Plan sits by assets

Wolf, Greenfield & Sacks, P.C. 401(k) Plan sits in the top 5% of all filed plans by assets, $213M for 433 participants (~$492,349/participant), up 18.3% in 2024.

$213M
total plan assets (2024 EOY)
433
covered participants
95th
percentile by assets (of 123,622 plans)
$492,349
avg assets per participant

Where Wolf, Greenfield & Sacks, P.C. 401(k) Plan sits by total assets

Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs every filed plan by assets

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

$213,187,215 Top 5% higher than 95% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wolf, Greenfield & Sacks, P.C. 401(k) Plan end-of-year assets rose from $180M in the plan year 2023 filing to $213M in the plan year 2024 filing.
  • Wolf, Greenfield & Sacks, P.C. 401(k) Plan reported participants rose from 422 in the plan year 2023 filing to 433 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs the 2024 asset distribution

By assets, Wolf, Greenfield & Sacks, P.C. 401(k) Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$180M
Net Assets (End of Year)$213M
Net Income$33M
Employer EIN042613631
Plan Effective Date1991-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wolf, Greenfield & Sacks, P.C.)

$140M$160M$180M$200M$220M 202220232024 $147M $213M ▲ +44.8%
Total plan assets by year, all Wolf, Greenfield & Sacks, P.C. plans on file
Year Plans Participants Total Assets
2022 1 386 $147M
2023 1 422 $180M
2024 1 433 $213M

Nearby 401(k) Plans in Massachusetts

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

Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wolf, Greenfield & S…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…State Street Salary …
Wolf, Greenfield & Sacks, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wolf, Greenfield & Sacks, P.C. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Wolf, Greenfield & Sacks, P.C. 401(k) Plan assets move in 2024?
Wolf, Greenfield & Sacks, P.C. 401(k) Plan grew sharply - up 18.3% during 2024, from $180M to $213M. Reported net income was $33M.
How have Wolf, Greenfield & Sacks, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wolf, Greenfield & Sacks, P.C.'s sponsor-wide assets grew 44.8%, from $147M to $213M.
Where does Wolf, Greenfield & Sacks, P.C. 401(k) Plan rank by assets among Form 5500 filers?
Wolf, Greenfield & Sacks, P.C. 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wolf, Greenfield & Sacks, P.C. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Garff Companies 401(k) Retirement Savings Plan in UT ($213M, 6,081 participants).

Next read for Wolf, Greenfield & Sacks, P.C. 401(k) Pl…

Scale reading

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