Filings through .
Wolf & Company, P.C.
Matched across 14 name variants in the filings
Wolf & Company, P.C. summary
Wolf & Company, P.C. appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.2B in assets for 16,364 participants. The median client plan holds $59.8M. Most client plans are sponsored in MA, CT and IL. The largest clients by plan assets are Cooperative Banks Employees Retirement Association, Forrester Research Inc and Mutual Bancorp & Subsidiaries. Plans reported $424K in direct and indirect compensation paid to Wolf & Company, P.C.. The median is $19K per plan.
- Participants
- 16,364
- Median plan assets
- $59.8M
- Median plan participants
- 444
- Median fees per plan
- $19K
- Schedule C direct + indirect
Top 17 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Cooperative Banks Employees Retirement Association, plan 333 | MA | $888M | 5,092 |
| Forrester Research Inc | MA | $394M | 1,999 |
| Mutual Bancorp & Subsidiaries | MA | $176M | 938 |
| Medical Information Technology, Inc. | MA | $135M | 3,663 |
| Cooperative Banks Employees Retirement Association, plan 334 | MA | $129M | 849 |
| Union Savings Bank | CT | $83.0M | 508 |
| Ulster Savings Bank | NY | $68.4M | 366 |
| Campbell Conroy & O'Neil Professional Corporation | MA | $60.1M | 125 |
| Netcracker Technology Corporatio | MA | $59.8M | 456 |
| Primis Bank | VA | $53.7M | 816 |
| Workers Federal Credit Union | MA | $48.9M | 437 |
| Star Equity Holdings, Inc. | CT | $39.0M | 444 |
| Newtown Savings Bank, plan 002 | CT | $37.2M | 378 |
| Adams Community Bank | MA | $25.6M | 149 |
| Newtown Savings Bank, plan 001 | CT | $10.9M | 144 |
| The Cape Cod Five Cents Savings Bank | MA | $0 | 0 |
| Kovitz Investment Group Partners, LLC | IL | $0 | 0 |
- MAParticipants 5,092
- MAParticipants 1,999
- MAParticipants 938
- MAParticipants 3,663
- MAParticipants 849
- Union Savings Bank$83.0MCTParticipants 508
- Ulster Savings Bank$68.4MNYParticipants 366
- MAParticipants 125
- MAParticipants 456
- Primis Bank$53.7MVAParticipants 816
- MAParticipants 437
- CTParticipants 444
- CTParticipants 378
- Adams Community Bank$25.6MMAParticipants 149
- CTParticipants 144
- MAParticipants 0
- ILParticipants 0
Top client states
- MA10 plans
- CT4 plans
- IL1 plan
- NY1 plan
- VA1 plan
Frequently asked questions
- Who uses Wolf & Company, P.C.?
- 17 retirement plans list Wolf & Company, P.C. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Cooperative Banks Employees Retirement Association, Forrester Research Inc, Mutual Bancorp & Subsidiaries and Medical Information Technology, Inc.. Most client plans are sponsored in MA, CT and IL.
- How many plans does Wolf & Company, P.C. serve?
- Wolf & Company, P.C. serves 17 retirement plans with $2.2B in plan assets and 16,364 participants, based on the latest Form 5500 filings through 2024.
- What does Wolf & Company, P.C. charge?
- Plans reported $424K in total Schedule C compensation paid to Wolf & Company, P.C.. The median plan paid $19K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served17+6 YoYRank #1127 of mapped providers
Assets under administration$2.2B0.0%Rank #3561 by share of filed assets
Fees received$424,149Median $19,250/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection
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