401(k) · DOL Form 5500 · 2024

Wolfe Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
583
Participants Below avg headcount
90th
Percentile by assets National rank
$161,198
Avg per participant Above avg balance/head
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Official DOL plan name: Wolfe Clinic, P.C. 401(k) Profit Sharing Plan · Sponsored by Wolfe Clinic, P.C. · Iowa · Healthcare & Social Assistance

$94M in assets, 583 participants

Wolfe Clinic, P.C.'s Wolfe Clinic, P.C. 401(k) Profit Sharing Plan reported $94M in total assets and 583 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,431 in Healthcare & Social Assistance (16,916 peers)

Where Wolfe Clinic, P.C. 401(k) Profit Sharing Plan sits by assets

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $94M for 583 participants (~$161,198/participant), up 7.8% in 2024.

#15,431
in Healthcare & Social Assistance (16,916 peers)
+7.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$93,978,452 Top 10% higher than 90% 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

Wolfe Clinic, P.C. 401(k) 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. Wolfe Clinic, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (583 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wolfe Clinic, P.C. 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Wolfe Clinic, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $87M in the plan year 2023 filing to $94M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420954581 · Wolfe Clinic, P.C. PY 2024 · 401(k)

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan · $94M · 583 · 90th

  • IND $94M
  • EOY 583
  • 5500 90th
  • ASSETS 401(k)
  • PCT near Breezeline 401(k) Plan
  • EIN ind #15431

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 Iowa →

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Epredia Savings and Retirement PlanEpredia Savings and Retireme…$94MPointclickcare Technologies USA Corp. 401(k) PlanPointclickcare Technologies …$94MWolfe Clinic, P.C. 401(k) Profit Sharing PlanWolfe Clinic, P.C. 401(k) Pr…$94MBreezeline 401(k) Plan$94MLaserfiche 401(k) Plan$94M
End-of-year total assets ($M) among Wolfe Clinic, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$94M
Net Income$7M
Employer EIN420954581
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wolfe Clinic, P.C.)

Sponsor-wide plan assets over time

All Wolfe Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 18.97326131285599% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $79M $94M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 518 $79M
2023 1 578 $87M
2024 1 583 $94M

Nearby 401(k) Plans in Iowa

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

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Wolfe Clinic, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.093978452 · Participants: 583Wolfe Clinic, P.C. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Wolfe Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Wolfe Clinic, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Breezeline 401(k) Plan in MA ($94M); by covered participants it is Aging with Comfort 401(k) Profit Sharing Plan & Trust in PA (583 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

Similar participant headcount

Nearest other-state filings by covered participants (583 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 Wolfe Clinic, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Wolfe Clinic, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 7.8% during 2024, from $87M to $94M. Reported net income was $7M.
How have Wolfe Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wolfe Clinic, P.C.'s sponsor-wide assets grew 19.0%, from $79M to $94M.
Where does Wolfe Clinic, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wolfe Clinic, P.C. 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wolfe Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Breezeline 401(k) Plan in MA ($94M, 1,593 participants).
Which 401(k) plans cover a similar participant headcount to Wolfe Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aging with Comfort 401(k) Profit Sharing Plan & Trust in PA (583 participants, $27K 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 420954581.

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.