401(k) · DOL Form 5500 · 2022

Voleon Capital Management LP 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
172
Participants Small participant base
73rd
Percentile by assets National rank
$88,153
Avg per participant Below avg balance/head
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Official DOL plan name: Voleon Capital Management LP 401(k) Plan · Sponsored by Voleon Capital Management LP · California · Finance & Insurance

$15M in assets, 172 participants

Voleon Capital Management LP's Voleon Capital Management LP 401(k) Plan reported $15M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,344 in Finance & Insurance (9,261 peers)

Coverage in California

Voleon Capital Management LP 401(k) Plan covers 172 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $15M.

#5,344
in Finance & Insurance (9,261 peers)
+3.6%
assets growth YoY

The plan reported a net loss of $466K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Voleon Capital Management LP 401(k) Plan's outsized position by total assets

Voleon Capital Management LP 401(k) Plan vs every filed plan by assets

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

$15,162,237 Top 27% higher than 73% 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

Voleon Capital Management LP 401(k) Plan 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. Voleon Capital Management LP 401(k) Plan sits mid-pack in the medium band (172 participants).

Plan-year Form 5500 strip

Filing strip 262569235 · Voleon Capital Management LP PY 2022 · 401(k)

Voleon Capital Management LP 401(k) Plan · $15M · 172 · 73rd

  • VS-ST $15M
  • VS-ST 172
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Duggal Visual Solutions, Inc. 401(k) Plan
  • VS-ST ind #5344

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 California →

Voleon Capital Management LP 401(k) Plan in the asset neighbourhood

Voleon Capital Management LP 401(k) PlanVoleon Capital Management LP…$15MDuggal Visual Solutions, Inc. 401(k) PlanDuggal Visual Solutions, Inc…$15MHughesleahykarlovic, Inc. 401(k) PlanHughesleahykarlovic, Inc. 40…$15MThe Steak 'n Shake 401(k) Savings PlanThe Steak 'n Shake 401(k) Sa…$15MGlobetrotters Engineering Corporation Employees Profit Sharing & Retirement Savings PlanGlobetrotters Engineering Co…$15M
End-of-year total assets ($M) among Voleon Capital Management LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$466K
Employer EIN262569235
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Voleon Capital Management LP)

Sponsor-wide plan assets over time

All Voleon Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$36M 134.96778872405173% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $15.2M $35.6M ▲ +135.0%
Year Plans Participants Total Assets
2022 1 172 $15M
2023 1 176 $24M
2024 1 207 $36M

Nearby 401(k) Plans in California

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

Voleon Capital Management LP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Voleon Capital Management LP 401(k) Plan, Total assets ($B): 0.015162237 · Participants: 172Voleon Capital Management LP 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Voleon Capital Management LP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Voleon Capital Management LP 401(k) Plan side-by-side with 3 peers →

Voleon Capital Management LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Duggal Visual Solutions, Inc. 401(k) Plan in NY ($15M); by covered participants it is Diverse Staffing Services, Inc. Retirement Readiness 401(k) Plan in IN (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Voleon Capital Management LP 401(k) Plan assets move in 2022? ▼
Voleon Capital Management LP 401(k) Plan edged up modestly - up 3.6% during 2022, from $15M to $15M. Reported net income was -$466K.
How have Voleon Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Voleon Capital Management LP's sponsor-wide assets grew 135.0%, from $15M to $36M.
Which 401(k) plans are similar in size to Voleon Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Duggal Visual Solutions, Inc. 401(k) Plan in NY ($15M, 424 participants).
Which 401(k) plans cover a similar participant headcount to Voleon Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Diverse Staffing Services, Inc. Retirement Readiness 401(k) Plan in IN (172 participants, $1M 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 262569235.

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.