401(k) · DOL Form 5500 · 2024

Thomas J. Wolf, Cfp 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$529,943
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan · Sponsored by Thomas J. Wolf, Cfp · California · Finance & Insurance

$1M in assets, 2 participants

Thomas J. Wolf, Cfp's Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,168 in Finance & Insurance (8,549 peers)

Thomas J. Wolf, Cfp multi-year trail

Thomas J. Wolf, Cfp's plans moved +56.8% in assets from 2022 to 2024; this filing shows Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan at $1M / 2 participants.

#1,168
in Finance & Insurance (8,549 peers)
+22.1%
assets growth YoY

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan among the smaller filed plans by assets

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,059,886 24th percentile higher than 24% 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

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan end-of-year assets rose from $868K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330594741 · Thomas J. Wolf, Cfp PY 2024 · 401(k)

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan · $1M · 2 · 24th

  • PART $1M
  • TYPE 2
  • NET 24th
  • BOOK 401(k)
  • VS-ST near Mjkj Incorporated 401(k) Profit Sharing Plan
  • BOY ind #1168

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 California →

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan in the asset neighbourhood

Thomas J. Wolf, Cfp 401(k) Profit Sharing PlanThomas J. Wolf, Cfp 401(k) P…$1MMjkj Incorporated 401(k) Profit Sharing PlanMjkj Incorporated 401(k) Pro…$1MParkwood Management, Inc. 401(k) PlanParkwood Management, Inc. 40…$1MThe Abrams Group II Company 401(k) PlanThe Abrams Group II Company …$1MAbox, Inc. 401(k) Plan$1M
End-of-year total assets ($M) among Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Thomas J. Wolf, Cfp multi-year asset trail

Sponsor-wide plan assets over time

All Thomas J. Wolf, Cfp plans reported in each filing year

Latest sponsor-wide plan assets
$1M 56.75795595219255% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.68M $1.06M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 4 $676K
2023 1 3 $868K
2024 1 2 $1M

Thomas J. Wolf, Cfp filing trail (2024)

Total Assets (Beginning of Year)$868K
Net Assets (End of Year)$1M
Net Income$192K
Employer EIN330594741
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan, Total assets ($B): 0.001059886 · Participants: 2Thomas J. Wolf, Cfp 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan side-by-side with 3 peers →

Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mjkj Incorporated 401(k) Profit Sharing Plan in NC ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan assets move in 2024? ▼
Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan grew sharply - up 22.1% during 2024, from $868K to $1M. Reported net income was $192K.
How have Thomas J. Wolf, Cfp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas J. Wolf, Cfp's sponsor-wide assets grew 56.8%, from $676K to $1M.
Where does Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mjkj Incorporated 401(k) Profit Sharing Plan in NC ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Thomas J. Wolf, Cfp 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 330594741.

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.