401(k) · DOL Form 5500 · 2022
Louis James Volpicelli, M.D., Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $586,136
- Avg per participant High balance/head
Official DOL plan name: Louis James Volpicelli, M.D., Inc. Retirement Trust · Sponsored by Louis James Volpicelli, M.D., Inc. · California · Healthcare & Social Assistance
$1M in assets, 2 participants
Louis James Volpicelli, M.D., Inc.'s Louis James Volpicelli, M.D., Inc. Retirement Trust reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #4,899 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Louis James Volpicelli, M.D., Inc. Retirement Trust holds $1M for 2 participants - about $586,136 per participant, in the lower half of filed plans by assets.
- #4,899
- in Healthcare & Social Assistance (20,060 peers)
- -1.1%
- assets change YoY
The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Louis James Volpicelli, M.D., Inc. Retirement Trust among the smaller filed plans by assets
Louis James Volpicelli, M.D., Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,172,272 27th percentile higher than 27% 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
Louis James Volpicelli, M.D., Inc. Retirement Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Louis James Volpicelli, M.D., Inc. Retirement Trust is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 562645364 · Louis James Volpicelli, M.D., Inc. PY 2022 · 401(k)
Louis James Volpicelli, M.D., Inc. Retirement Trust · $1M · 2 · 27th
- IND $1M
- IND 2
- IND 27th
- IND 401(k)
- IND near Ivyhill Technologies LLC 401(k) Plan
- IND ind #4899
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Louis James Volpicelli, M.D., Inc. Retirement Trust in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$13K |
| Employer EIN | 562645364 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Louis James Volpicelli, M.D., Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ivyhill Technologies LLC 401(k) Plan in MD ($1M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.