Profit Sharing · DOL Form 5500 · 2022

Volkmann Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$241K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$120,577
Avg per participant Near avg balance/head
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Official DOL plan name: Volkmann Investments, Inc. Retirement Plan · Sponsored by Volkmann Investments, Inc. · Florida · Construction

$241K in assets, 2 participants

Volkmann Investments, Inc.'s Volkmann Investments, Inc. Retirement Plan reported $241K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,015 in Construction (9,927 peers)

Volkmann Investments, Inc. multi-year trail

Volkmann Investments, Inc.'s plans moved -16.6% in assets from 2022 to 2024; this filing shows Volkmann Investments, Inc. Retirement Plan at $241K / 2 participants.

#1,015
in Construction (9,927 peers)
$241K
reported net income

Volkmann Investments, Inc. Retirement Plan among the smaller filed plans by assets

Volkmann Investments, Inc. Retirement Plan vs every filed plan by assets

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

$241,153 12th percentile higher than 12% 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

Volkmann Investments, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volkmann Investments, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 882772268 · Volkmann Investments, Inc. PY 2022 · Profit Sharing

Volkmann Investments, Inc. Retirement Plan · $241K · 2 · 12th

  • BOY $241K
  • SCH 2
  • EBSA 12th
  • PART Profit Sharing
  • TYPE near Grindstaff 401(k) Plan
  • NET ind #1015

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 Construction retirement plans → · Plans in Florida →

Volkmann Investments, Inc. Retirement Plan in the asset neighbourhood

Volkmann Investments, Inc. Retirement PlanVolkmann Investments, Inc. R…$241KGrindstaff 401(k) Plan$241KGuggs Inc. Retirement Plan$241KLife Endeavors, Inc. Profit Sharing PlanLife Endeavors, Inc. Profit …$241KAmdar Distributing, Inc. Profit Sharing PlanAmdar Distributing, Inc. Pro…$241K
End-of-year total assets ($M) among Volkmann Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Volkmann Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Volkmann Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$201K 16.635496966656024% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.24M $0.2M ▼ -16.7%
Year Plans Participants Total Assets
2022 1 2 $241K
2023 1 2 $117K
2024 1 2 $201K

Volkmann Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$241K
Net Income$241K
Employer EIN882772268
Plan Effective Date2022-06-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Volkmann Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Volkmann Investments, Inc. Retirement Plan, Total assets ($B): 0.000241153 · Participants: 2Volkmann Investments, Inc. Retirement PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Volkmann Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Volkmann Investments, Inc. Retirement Plan side-by-side with 3 peers →

Volkmann Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Grindstaff 401(k) Plan in NC ($241K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($241K here).

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 have Volkmann Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volkmann Investments, Inc.'s sponsor-wide assets declined 16.6%, from $241K to $201K.
Where does Volkmann Investments, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Volkmann Investments, Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Volkmann Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Grindstaff 401(k) Plan in NC ($241K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Volkmann Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 882772268.

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.