401(k) · DOL Form 5500 · 2022

David Volkert & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
1,081
Participants Near avg headcount
91st
Percentile by assets National rank
$68,562
Avg per participant Below avg balance/head
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Official DOL plan name: David Volkert & Associates, Inc. 401(k) Retirement Savings Plan · Sponsored by David Volkert & Associates, Inc. · Alabama · Professional & Technical Services

$74M in assets, 1,081 participants

David Volkert & Associates, Inc.'s David Volkert & Associates, Inc. 401(k) Retirement Savings Plan reported $74M in total assets and 1,081 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,856 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

David Volkert & Associates, Inc. 401(k) Retirement Savings Plan covers 1,081 participants in Alabama, 3.0x the typical Alabama plan (state average ~360 per filing). Assets: $74M.

#19,856
in Professional & Technical Services (21,562 peers)
-18.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David Volkert & Associates, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

David Volkert & Associates, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$74,115,323 Top 9% higher than 91% 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

David Volkert & Associates, Inc. 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Volkert & Associates, Inc. 401(k) Retirement Savings Plan lands in the large band (1,081 participants).

Plan-year Form 5500 strip

Filing strip 630703075 · David Volkert & Associates, Inc. PY 2022 · 401(k)

David Volkert & Associates, Inc. 401(k) Retirement Savings Plan · $74M · 1,081 · 91st

  • PCT $74M
  • PCT 1,081
  • PCT 91st
  • PCT 401(k)
  • PCT near Drilling Info, Inc. 401(k) Plan
  • PCT ind #19856

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 Alabama →

David Volkert & Associates, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Xcel Hr 401(k) Plan$74MThe Gvec Flexible Compensation PlanThe Gvec Flexible Compensati…$74MDavid Volkert & Associates, Inc. 401(k) Retirement Savings PlanDavid Volkert & Associates, …$74MOlympic Steel, Inc. Employees 401(k) Retirement PlanOlympic Steel, Inc. Employee…$74MDrilling Info, Inc. 401(k) PlanDrilling Info, Inc. 401(k) P…$74M
End-of-year total assets ($M) among David Volkert & Associates, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$74M
Net Income-$16M
Employer EIN630703075
Plan Effective Date1997-04-09
Filing StatusFILING RECEIVED

Sponsor Plan History (David Volkert & Associates, Inc.)

Sponsor-wide plan assets over time

All David Volkert & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$288M 56.72544725343126% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $184M $288M ▲ +56.7%
Year Plans Participants Total Assets
2022 2 1,967 $184M
2023 2 2,081 $218M
2024 2 2,264 $288M

Nearby 401(k) Plans in Alabama

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

David Volkert & Associates, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants David Volkert & Associates, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.074115323 · Participants: 1081David Volkert & Associates, Inc. 401(k) Retirement Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare David Volkert & Associates, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

David Volkert & Associates, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Drilling Info, Inc. 401(k) Plan in TX ($74M); by covered participants it is Huron Casting, Inc., Axis, Aci, Bdsc, Bcm, Brne 401(k) Plan in MI (1,081 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,081 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 David Volkert & Associates, Inc. 401(k) Retirement Savings Plan assets move in 2022? ▼
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan declined sharply - down 18.0% during 2022, from $90M to $74M. Reported net income was -$16M.
How have David Volkert & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Volkert & Associates, Inc.'s sponsor-wide assets grew 56.7%, from $184M to $288M.
Where does David Volkert & Associates, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to David Volkert & Associates, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Drilling Info, Inc. 401(k) Plan in TX ($74M, 968 participants).
Which 401(k) plans cover a similar participant headcount to David Volkert & Associates, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Huron Casting, Inc., Axis, Aci, Bdsc, Bcm, Brne 401(k) Plan in MI (1,081 participants, $38M 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 630703075.

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.