401(k) · DOL Form 5500 · 2022

Volition Capital LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
26
Participants Small participant base
69th
Percentile by assets National rank
$479,951
Avg per participant High balance/head
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Official DOL plan name: Volition Capital LLC Profit Sharing/401(k) Plan · Sponsored by Volition Capital LLC · Massachusetts · Finance & Insurance

$12M in assets, 26 participants

Volition Capital LLC's Volition Capital LLC Profit Sharing/401(k) Plan reported $12M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,917 in Finance & Insurance (9,261 peers)

Volition Capital LLC multi-year trail

Volition Capital LLC's plans moved +12.5% in assets from 2022 to 2024; this filing shows Volition Capital LLC Profit Sharing/401(k) Plan at $12M / 26 participants.

#4,917
in Finance & Insurance (9,261 peers)
-16.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Volition Capital LLC Profit Sharing/401(k) Plan's outsized position by total assets

Volition Capital LLC Profit Sharing/401(k) Plan vs every filed plan by assets

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

$12,478,729 Top 31% higher than 69% 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

Volition Capital LLC Profit Sharing/401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volition Capital LLC Profit Sharing/401(k) Plan is a small filing (26 participants) on this national headcount ladder.

DOL schedule card

Filing strip 271238474 · Volition Capital LLC PY 2022 · 401(k)

Volition Capital LLC Profit Sharing/401(k) Plan · $12M · 26 · 69th

  • EBSA $12M
  • EBSA 26
  • EBSA 69th
  • EBSA 401(k)
  • EBSA near Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust
  • EBSA ind #4917

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Volition Capital LLC Profit Sharing/401(k) Plan in the asset neighbourhood

Volition Capital LLC Profit Sharing/401(k) PlanVolition Capital LLC Profit …$12MExpertvoice, Inc. 401(k) Profit Sharing Plan & TrustExpertvoice, Inc. 401(k) Pro…$12MLaufer Group International Ltd 401(k) Profit Sharing Plan and TrustLaufer Group International L…$12MV. Sattui Winery 401(k) Profit Sharing PlanV. Sattui Winery 401(k) Prof…$12MLatcha & Associates 401(k) Retirement PlanLatcha & Associates 401(k) R…$12M
End-of-year total assets ($M) among Volition Capital LLC Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Volition Capital LLC multi-year asset trail

Sponsor-wide plan assets over time

All Volition Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 12.457190151336727% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.5M $14M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 26 $12M
2023 1 28 $11M
2024 1 31 $14M

Volition Capital LLC filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN271238474
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Volition Capital LLC Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Volition Capital LLC Profit Sharing/401(k) Plan, Total assets ($B): 0.012478729 · Participants: 26Volition Capital LLC Profit Sharing/401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Volition Capital LLC Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Volition Capital LLC Profit Sharing/401(k) Plan side-by-side with 3 peers →

Volition Capital LLC Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust in UT ($12M); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Volition Capital LLC Profit Sharing/401(k) Plan assets move in 2022? ▼
Volition Capital LLC Profit Sharing/401(k) Plan declined sharply - down 16.0% during 2022, from $15M to $12M. Reported net income was -$2M.
How have Volition Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volition Capital LLC's sponsor-wide assets grew 12.5%, from $12M to $14M.
Which 401(k) plans are similar in size to Volition Capital LLC Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust in UT ($12M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Volition Capital LLC Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants, N/A 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 271238474.

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.