401(k) · DOL Form 5500 · 2022
Volusion, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $80,793
- Avg per participant Below avg balance/head
Official DOL plan name: Volusion, LLC Retirement Trust · Sponsored by Volusion, LLC · Texas · Professional & Technical Services
$9M in assets, 106 participants
Volusion, LLC's Volusion, LLC Retirement Trust reported $9M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,965 in Professional & Technical Services (21,562 peers)
Coverage in Texas
Volusion, LLC Retirement Trust covers 106 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $9M.
- #12,965
- in Professional & Technical Services (21,562 peers)
- -21.3%
- 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.
Volusion, LLC Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers
Volusion, LLC Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,564,071 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Volusion, LLC Retirement Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volusion, LLC Retirement Trust sits mid-pack in the medium band (106 participants).
DOL schedule card
Filing strip 820570100 · Volusion, LLC PY 2022 · 401(k)
Volusion, LLC Retirement Trust · $9M · 106 · 62nd
- NET $9M
- BOOK 106
- VS-ST 62nd
- BOY 401(k)
- SCH near Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan
- EBSA ind #12965
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 Texas →
Volusion, LLC Retirement Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 820570100 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Volusion, LLC)
Sponsor-wide plan assets over time
All Volusion, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 14.55990965044545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $9M |
| 2023 | 1 | 101 | $9M |
| 2024 | 1 | 55 | $10M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Volusion, LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA ($9M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 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.