401(k) · DOL Form 5500 · 2024
Wolff Principal Holdings, L.P. 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 399
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $70,224
- Avg per participant Below avg balance/head
Official DOL plan name: Alvin J. Wolff Profit Sharing Plan · Sponsored by Wolff Principal Holdings, L.P. · Arizona · Real Estate
$28M in assets, 399 participants
Wolff Principal Holdings, L.P.'s Alvin J. Wolff Profit Sharing Plan reported $28M in total assets and 399 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #4,090 in Real Estate (4,605 peers)
Where Alvin J. Wolff Profit Sharing Plan sits by assets
Alvin J. Wolff Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 399 participants (~$70,224/participant), up 25.1% in 2024.
- #4,090
- in Real Estate (4,605 peers)
- +25.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Alvin J. Wolff Profit Sharing Plan's outsized position by total assets
Alvin J. Wolff Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,019,230 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Alvin J. Wolff Profit Sharing 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. Alvin J. Wolff Profit Sharing Plan sits mid-pack in the medium band (399 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alvin J. Wolff Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Alvin J. Wolff Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Alvin J. Wolff Profit Sharing Plan reported participants rose from 386 in the plan year 2023 filing to 399 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 464795773 · Wolff Principal Holdings, L.P. PY 2024 · 401(k)
Alvin J. Wolff Profit Sharing Plan · $28M · 399 · 76th
- IND $28M
- IND 399
- IND 76th
- IND 401(k)
- IND near Jpi Retirement Plan
- IND ind #4090
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 Arizona →
Alvin J. Wolff Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $6M |
| Employer EIN | 464795773 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wolff Principal Holdings, L.P.)
Sponsor-wide plan assets over time
All Wolff Principal Holdings, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 64.65727749633199% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 336 | $17M |
| 2023 | 1 | 386 | $22M |
| 2024 | 1 | 399 | $28M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Alvin J. Wolff Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Jpi Retirement Plan in TX ($28M); by covered participants it is O'reilly Media, Inc. 401(k) Plan in CA (399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Jpi Retirement Plan (TX) $28M · 283
- Onxmaps, Inc. 401(k) Plan (MT) $28M · 397
- Lanzatech Retirement Savings 401(k) Plan (IL) $28M · 325
- Proton Energy Systems, Inc. 401(k) Plan (CT) $28M · 196
Similar participant headcount
Nearest other-state filings by covered participants (399 participants); asset peers above are excluded.
- O'reilly Media, Inc. 401(k) Plan (CA) 399 · 0 off
- Nysut Staff 401(k) Plan (NY) 399 · 0 off
- Progressive Converting Inc 401(k) Plan (WI) 399 · 0 off
- Continental Broadband, LLC Retirement Plan (PA) 399 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.