401(k) · DOL Form 5500 · 2022

Volver Investment Partners, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
96
Participants Small participant base
36th
Percentile by assets National rank
$23,627
Avg per participant Low balance/head
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Official DOL plan name: Volver Investment Partners, LLC 401(k) · Sponsored by Volver Investment Partners, LLC · New Jersey · Wholesale Trade

$2M in assets, 96 participants

Volver Investment Partners, LLC's Volver Investment Partners, LLC 401(k) reported $2M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,595 in Wholesale Trade (6,843 peers)

Volver Investment Partners, LLC multi-year trail

Volver Investment Partners, LLC's plans moved +25.0% in assets from 2022 to 2024; this filing shows Volver Investment Partners, LLC 401(k) at $2M / 96 participants.

#1,595
in Wholesale Trade (6,843 peers)
-11.9%
assets change YoY

The plan reported a net loss of $305K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Volver Investment Partners, LLC 401(k)'s mid-pack asset rank among Wholesale Trade and all filers

Volver Investment Partners, LLC 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,268,223 36th percentile higher than 36% of 139,123 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 2022

Volver Investment Partners, LLC 401(k) among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volver Investment Partners, LLC 401(k) is a small filing (96 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 464646515 · Volver Investment Partners, LLC PY 2022 · 401(k)

Volver Investment Partners, LLC 401(k) · $2M · 96 · 36th

  • EBSA $2M
  • PART 96
  • TYPE 36th
  • NET 401(k)
  • BOOK near First Step Funding, Inc. Savings Plan
  • VS-ST ind #1595

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Volver Investment Partners, LLC 401(k) in the asset neighbourhood

Volver Investment Partners, LLC 401(k)Volver Investment Partners, …$2MFirst Step Funding, Inc. Savings PlanFirst Step Funding, Inc. Sav…$2MInfinity Communications 401(k) PlanInfinity Communications 401(…$2MEym Group, Inc. 401(k) Retirement Savings PlanEym Group, Inc. 401(k) Retir…$2MMaraposa Surgical Inc 401(k) Profit Sharing Plan & TrustMaraposa Surgical Inc 401(k)…$2M
End-of-year total assets ($M) among Volver Investment Partners, LLC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Volver Investment Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Volver Investment Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.040306883406082% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.27M $2.84M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 96 $2M
2023 1 98 $3M
2024 1 82 $3M

Volver Investment Partners, LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$305K
Employer EIN464646515
Plan Effective Date2016-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Volver Investment Partners, LLC 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Volver Investment Partners, LLC 401(k), Total assets ($B): 0.002268223 · Participants: 96Volver Investment Partners, LLC 401(k)JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Volver Investment Partners, LLC 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Volver Investment Partners, LLC 401(k) side-by-side with 3 peers →

Volver Investment Partners, LLC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is First Step Funding, Inc. Savings Plan in AZ ($2M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Volver Investment Partners, LLC 401(k) assets move in 2022? ▼
Volver Investment Partners, LLC 401(k) pulled back noticeably - down 11.9% during 2022, from $3M to $2M. Reported net income was -$305K.
How have Volver Investment Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volver Investment Partners, LLC's sponsor-wide assets grew 25.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Volver Investment Partners, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is First Step Funding, Inc. Savings Plan in AZ ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Volver Investment Partners, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464646515.

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.