401(k) · DOL Form 5500 · 2024

Andrew M. Wolin, M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$745,005
Avg per participant High balance/head
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Official DOL plan name: Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust · Sponsored by Andrew M. Wolin, M.D., P.C. · Arizona · Healthcare & Social Assistance

$3M in assets, 4 participants

Andrew M. Wolin, M.D., P.C.'s Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,769 in Healthcare & Social Assistance (16,916 peers)

Andrew M. Wolin, M.D., P.C. multi-year trail

Andrew M. Wolin, M.D., P.C.'s plans moved +24.0% in assets from 2022 to 2024; this filing shows Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust at $3M / 4 participants.

#5,769
in Healthcare & Social Assistance (16,916 peers)
+8.7%
assets growth YoY

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust vs every filed plan by assets

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

$2,980,019 34th percentile higher than 34% 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

Andrew M. Wolin, M.D., P.C. 401(k) Plan and 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. Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust reported net income fell from $338K in the plan year 2023 filing to $240K in the plan year 2024 filing.
  • Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860557801 · Andrew M. Wolin, M.D., P.C. PY 2024 · 401(k)

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust · $3M · 4 · 34th

  • PHOTO $3M
  • IND 4
  • EOY 34th
  • 5500 401(k)
  • ASSETS near North Texas Neurosurgical Consultants, P.a. 401(k) Profit Sharing Plan and Trust
  • PCT ind #5769

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust in the asset neighbourhood

Andrew M. Wolin, M.D., P.C. 401(k) Plan and TrustAndrew M. Wolin, M.D., P.C. …$3MNorth Texas Neurosurgical Consultants, P.a. 401(k) Profit Sharing Plan and TrustNorth Texas Neurosurgical Co…$3MBox N Save of Md Inc. 401(k) PlanBox N Save of Md Inc. 401(k)…$3MWm.G. Uhl Agency, Inc. 401(k) PlanWm.G. Uhl Agency, Inc. 401(k…$3MFam International Logistics 401(k) PlanFam International Logistics …$3M
End-of-year total assets ($M) among Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Andrew M. Wolin, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Andrew M. Wolin, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.04155615383719% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.4M $2.98M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M
2024 1 4 $3M

Andrew M. Wolin, M.D., P.C. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$240K
Employer EIN860557801
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust, Total assets ($B): 0.002980019 · Participants: 4Andrew M. Wolin, M.D., P.C. 401(k) Plan and TrustBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust side-by-side with 3 peers →

Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is North Texas Neurosurgical Consultants, P.a. 401(k) Profit Sharing Plan and Trust in TX ($3M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust assets move in 2024? ▼
Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust grew at a solid clip - up 8.7% during 2024, from $3M to $3M. Reported net income was $240K.
How have Andrew M. Wolin, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrew M. Wolin, M.D., P.C.'s sponsor-wide assets grew 24.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is North Texas Neurosurgical Consultants, P.a. 401(k) Profit Sharing Plan and Trust in TX ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 860557801.

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.