401(k) · DOL Form 5500 · 2024

Wolf & Company, P.C. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
390
Participants Below avg headcount
88th
Percentile by assets National rank
$181,751
Avg per participant Above avg balance/head
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Official DOL plan name: Wolf & Company, P.C. 401(k) Plan · Sponsored by Wolf & Company, P.C. · Massachusetts · Professional & Technical Services

$71M in assets, 390 participants

Wolf & Company, P.C.'s Wolf & Company, P.C. 401(k) Plan reported $71M in total assets and 390 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,895 in Professional & Technical Services (20,173 peers)

Where Wolf & Company, P.C. 401(k) Plan sits by assets

Wolf & Company, P.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $71M for 390 participants (~$181,751/participant), up 18.5% in 2024.

#17,895
in Professional & Technical Services (20,173 peers)
+18.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Wolf & Company, P.C. 401(k) Plan's outsized position by total assets

Wolf & Company, P.C. 401(k) Plan vs every filed plan by assets

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

$70,883,068 Top 12% higher than 88% 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

Wolf & Company, P.C. 401(k) 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. 401(k) Plan sits mid-pack in the medium band (390 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wolf & Company, P.C. 401(k) Plan end-of-year assets rose from $60M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Wolf & Company, P.C. 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Wolf & Company, P.C. 401(k) Plan reported participants rose from 373 in the plan year 2023 filing to 390 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042689883 · Wolf & Company, P.C. PY 2024 · 401(k)

Wolf & Company, P.C. 401(k) Plan · $71M · 390 · 88th

  • EOY $71M
  • EOY 390
  • EOY 88th
  • EOY 401(k)
  • EOY near Hawaii State Federal Credit Union 401(k) Plan
  • EOY ind #17895

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. 401(k) Plan in the asset neighbourhood

Prime Buchholz LLC 401(k) Profit Sharing PlanPrime Buchholz LLC 401(k) Pr…$71MBest Friends Animal Society 401(k) Savings PlanBest Friends Animal Society …$71MTaconic Capital Advisors L.P. 401(k) Profit Sharing PlanTaconic Capital Advisors L.P…$71MWolf & Company, P.C. 401(k) PlanWolf & Company, P.C. 401(k) …$71MHawaii State Federal Credit Union 401(k) PlanHawaii State Federal Credit …$71M
End-of-year total assets ($M) among Wolf & Company, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$71M
Net Income$11M
Employer EIN042689883
Plan Effective Date1996-10-01
Filing StatusFILING 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
$90M$100M$110M$120M$130M$140M 202220232024 $101M $129M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 560 $101M
2023 2 568 $123M
2024 2 568 $129M

Nearby 401(k) Plans in Massachusetts

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

Wolf & Company, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wolf & Company, P.C. 401(k) Plan, Total assets ($B): 0.070883068 · Participants: 390Wolf & Company, P.C. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Wolf & Company, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wolf & Company, P.C. 401(k) Plan side-by-side with 3 peers →

Wolf & Company, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hawaii State Federal Credit Union 401(k) Plan in HI ($71M); by covered participants it is Foreflight LLC 401(k) Profit Sharing Plan and Trust in TX (390 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (390 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 Wolf & Company, P.C. 401(k) Plan assets move in 2024? ▼
Wolf & Company, P.C. 401(k) Plan grew sharply - up 18.5% during 2024, from $60M to $71M. Reported net income was $11M.
How have Wolf & Company, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wolf & Company, P.C.'s sponsor-wide assets grew 27.6%, from $101M to $129M.
Where does Wolf & Company, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wolf & Company, P.C. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wolf & Company, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hawaii State Federal Credit Union 401(k) Plan in HI ($71M, 375 participants).
Which 401(k) plans cover a similar participant headcount to Wolf & Company, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Foreflight LLC 401(k) Profit Sharing Plan and Trust in TX (390 participants, $42M 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 042689883.

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.