401(k) · DOL Form 5500 · 2022

Volta Charging Industries, LLC 401(k) Plan

Q: Which 401(k) plans are similar in size to Volta Charging Industries, LLC Retirement Trust?

Among 401(k) plans in other states, the closest by assets is Aero-Mark, Inc. 401(k) Salary Reduction Plan and Trust in OH ($11M, 85 participants).

Q: Which 401(k) plans cover a similar participant headcount to Volta Charging Industries, LLC Retirement Trust?

Among 401(k) plans in other states, the closest by covered participants is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants, N/A in assets).

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 310
Participants Below avg headcount: 66th
Percentile by assets National rank: $34,936
Avg per participant Low balance/head

PlainRetire home → About this data

Official DOL plan name: Volta Charging Industries, LLC Retirement Trust · Sponsored by Volta Charging Industries, LLC · California · Transportation & Warehousing

$11M in assets, 310 participants

Volta Charging Industries, LLC's Volta Charging Industries, LLC Retirement Trust reported $11M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

#2,668 in Transportation & Warehousing (3,876 peers)

Coverage in California

Volta Charging Industries, LLC Retirement Trust covers 310 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $11M.

#2,668
in Transportation & Warehousing (3,876 peers): $3M
reported net income

Volta Charging Industries, LLC Retirement Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Volta Charging Industries, LLC Retirement Trust vs every filed plan by assets

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

$10,830,238 Top 34% higher than 66% 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

Volta Charging Industries, 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. Volta Charging Industries, LLC Retirement Trust sits mid-pack in the medium band (310 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

DOL schedule card

Filing strip 271839056 · Volta Charging Industries, LLC PY 2022 · 401(k)

Volta Charging Industries, LLC Retirement Trust · $11M · 310 · 66th

5500 $11M
5500 310
5500 66th
5500 401(k)
5500 near Aero-Mark, Inc. 401(k) Salary Reduction Plan and Trust
5500 ind #2668

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 Transportation & Warehousing retirement plans → · Plans in California →

End-of-year total assets ($M) among Volta Charging Industries, LLC Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$11M
Net Income	$3M
Employer EIN	271839056
Plan Effective Date	2022-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Volta Charging Industries, LLC Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Volta Charging Industries, LLC Retirement Trust side-by-side with 3 peers →

Volta Charging Industries, LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aero-Mark, Inc. 401(k) Salary Reduction Plan and Trust in OH ($11M); by covered participants it is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Aero-Mark, Inc. 401(k) Salary Reduction Plan and Trust (OH) $11M · 85
Blachford Group Savings and Retirement Plan (IL) $11M · 141
General Insurance Services, Inc. 401(k) Plan (IN) $11M · 71
Allsouth Federal Credit Union 401(k) Plan and Trust (SC) $11M · 295

Similar participant headcount

Nearest other-state filings by covered participants (310 participants); asset peers above are excluded.

Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan (NY) 310 · 0 off
Amc 401(k) Profit Sharing Plan (AR) 310 · 0 off
Ricardo, Inc. 401(k) Retirement Plan (MI) 310 · 0 off
Advantage Testing, Inc.401(k) Plan (NY) 310 · 0 off

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which 401(k) plans are similar in size to Volta Charging Industries, LLC Retirement Trust? ▼

Among 401(k) plans in other states, the closest by assets is Aero-Mark, Inc. 401(k) Salary Reduction Plan and Trust in OH ($11M, 85 participants).

Which 401(k) plans cover a similar participant headcount to Volta Charging Industries, LLC Retirement Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 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 271839056.