Defined Benefit (Pension) · DOL Form 5500 · 2024
Wolf & Company, P.C. Pension Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 178
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $328,178
- Avg per participant High balance/head
Official DOL plan name: Wolf & Company, P.C. Defined Benefit Pension Plan · Sponsored by Wolf & Company, P.C. · Massachusetts · Professional & Technical Services
$58M in assets, 178 participants
Wolf & Company, P.C.'s Wolf & Company, P.C. Defined Benefit Pension Plan reported $58M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,485 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Wolf & Company, P.C. Defined Benefit Pension Plan covers 178 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $58M.
- #17,485
- in Professional & Technical Services (20,173 peers)
- -7.8%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wolf & Company, P.C. Defined Benefit Pension Plan's outsized position by total assets
Wolf & Company, P.C. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,415,753 Top 14% higher than 86% 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
Wolf & Company, P.C. Defined Benefit Pension 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. Wolf & Company, P.C. Defined Benefit Pension Plan sits mid-pack in the medium band (178 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wolf & Company, P.C. Defined Benefit Pension Plan reported net income fell from $9M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Wolf & Company, P.C. Defined Benefit Pension Plan reported participants fell from 195 in the plan year 2023 filing to 178 in the plan year 2024 filing.
- Wolf & Company, P.C. Defined Benefit Pension Plan end-of-year assets fell from $63M in the plan year 2023 filing to $58M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042689883 · Wolf & Company, P.C. PY 2024 · Defined Benefit (Pension)
Wolf & Company, P.C. Defined Benefit Pension Plan · $58M · 178 · 86th
- VS-ST $58M
- BOY 178
- SCH 86th
- EBSA Defined Benefit (Pension)
- PART near Pension Plan for the Employees of Caromont Health
- TYPE ind #17485
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Wolf & Company, P.C. Defined Benefit Pension Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | -$5M |
| Employer EIN | 042689883 |
| Plan Effective Date | 1980-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wolf & Company, P.C.)
Sponsor-wide plan assets over time
All Wolf & Company, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $129M 27.568149835712823% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 560 | $101M |
| 2023 | 2 | 568 | $123M |
| 2024 | 2 | 568 | $129M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Wolf & Company, P.C. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Pension Plan for the Employees of Caromont Health in NC ($58M); by covered participants it is Penn Engineering Pension Plan in PA (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Penn Engineering Pension Plan (PA) 178 · 0 off
- Standard Chartered Bank Retirement Account Plan (NJ) 178 · 0 off
- Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan (NY) 178 · 0 off
- B&g Foods Ankeny, Ia Pension Plan (NJ) 178 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.