Defined Benefit (Pension) · DOL Form 5500 · 2024

Bart Wolfe Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 4
Participants Small participant base: 46th
Percentile by assets National rank: $1.5M
Avg per participant High balance/head

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Official DOL plan name: Bart Wolfe Retirement Plan and Trust · Sponsored by Bart Wolfe · New York · Other Services

$6M in assets, 4 participants

Bart Wolfe's Bart Wolfe Retirement Plan and Trust reported $6M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

#5,187 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Bart Wolfe Retirement Plan and Trust ranks #5,187 of 7,719 2024 filers by assets (324% of the sector average)-$6M for 4 participants.

#5,187
in Other Services (7,719 peers): +51.0%
assets growth YoY

Bart Wolfe Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers

Bart Wolfe Retirement Plan and Trust vs every filed plan by assets

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

$6,186,501 46th percentile higher than 46% 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

Bart Wolfe Retirement 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. Bart Wolfe Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bart Wolfe Retirement Plan and Trust reported net income rose from $61K in the plan year 2023 filing to $2M in the plan year 2024 filing.
Bart Wolfe Retirement Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 866457349 · Bart Wolfe PY 2024 · Defined Benefit (Pension)

Bart Wolfe Retirement Plan and Trust · $6M · 4 · 46th

EBSA $6M
PART 4
TYPE 46th
NET Defined Benefit (Pension)
BOOK near Vertex Energy Cash Balance Plan
VS-ST ind #5187

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 Other Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Bart Wolfe Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	866457349
Plan Effective Date	2020-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bart Wolfe)

Latest sponsor-wide plan assets: $6M 53.26630725746134% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$4M
2023	1	4	$4M
2024	1	4	$6M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bart Wolfe Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Bart Wolfe Retirement Plan and Trust side-by-side with 3 peers →

Bart Wolfe Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Vertex Energy Cash Balance Plan in TX ($6M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Vertex Energy Cash Balance Plan (TX) $6M · 221
Global Tote US Pension Plan for Union Employees (CT) $6M · 61
Westinghouse Pension Plan for Windsor Boilermakers (PA) $6M · N/A
American Nickeloid Company Peru Employees' Pension Plan (IL) $6M · 3

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan (NC) 4 · 0 off
Preferred Compounding Corp. Salaried Pension Plan (OH) 4 · 0 off
Law Offices of Jeffrey C. Brown Cash Balance Plan (NM) 4 · 0 off
Creative Product Sourcing, Inc. Defined Benefit Pension Plan (CA) 4 · 0 off

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 Bart Wolfe Retirement Plan and Trust assets move in 2024? ▼

Bart Wolfe Retirement Plan and Trust surged - up 51.0% during 2024, from $4M to $6M. Reported net income was $2M.

How have Bart Wolfe plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bart Wolfe's sponsor-wide assets grew 53.3%, from $4M to $6M.

Which Defined Benefit (Pension) plans are similar in size to Bart Wolfe Retirement Plan and Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Vertex Energy Cash Balance Plan in TX ($6M, 221 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Bart Wolfe Retirement Plan and Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (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 866457349.