401(k) · DOL Form 5500 · 2023

Volver Investment Partners, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
98
Participants Small participant base
34th
Percentile by assets National rank
$26,307
Avg per participant Low balance/head
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Official DOL plan name: Volver Investment Partners, LLC 401(k) · Sponsored by Volver Investment Partners, LLC · New Jersey · Wholesale Trade

$3M in assets, 98 participants

Volver Investment Partners, LLC's Volver Investment Partners, LLC 401(k) reported $3M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,419 in Wholesale Trade (6,309 peers)

Volver Investment Partners, LLC multi-year trail

Volver Investment Partners, LLC's plans moved +25.0% in assets from 2022 to 2024; this filing shows Volver Investment Partners, LLC 401(k) at $3M / 98 participants.

#1,419
in Wholesale Trade (6,309 peers)
+13.7%
assets growth YoY

Volver Investment Partners, LLC 401(k)'s mid-pack asset rank among Wholesale Trade and all filers

Volver Investment Partners, LLC 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,578,096 34th percentile higher than 34% of 127,068 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 2023

Volver Investment Partners, LLC 401(k) among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volver Investment Partners, LLC 401(k) is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Volver Investment Partners, LLC 401(k) reported net income rose from -$305K in the plan year 2022 filing to $310K in the plan year 2023 filing.
  • Volver Investment Partners, LLC 401(k) end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Volver Investment Partners, LLC 401(k) reported participants rose from 96 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464646515 · Volver Investment Partners, LLC PY 2023 · 401(k)

Volver Investment Partners, LLC 401(k) · $3M · 98 · 34th

  • PCT $3M
  • PCT 98
  • PCT 34th
  • PCT 401(k)
  • PCT near Communities for People, Inc. Profit Sharing Plan
  • PCT ind #1419

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Volver Investment Partners, LLC 401(k) in the asset neighbourhood

Volver Investment Partners, LLC 401(k)Volver Investment Partners, …$3MCommunities for People, Inc. Profit Sharing PlanCommunities for People, Inc.…$3MHadley 401(k) Plan$3MMeridian Dental, PLLC 401(k) Profit Sharing PlanMeridian Dental, PLLC 401(k)…$3M401(k) Profit-Sharing Plan for Employees of Acord Companies401(k) Profit-Sharing Plan f…$3M
End-of-year total assets ($M) among Volver Investment Partners, LLC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Volver Investment Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Volver Investment Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.040306883406082% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.27M $2.84M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 96 $2M
2023 1 98 $3M
2024 1 82 $3M

Volver Investment Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$310K
Employer EIN464646515
Plan Effective Date2016-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Volver Investment Partners, LLC 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Volver Investment Partners, LLC 401(k), Total assets ($B): 0.002578096 · Participants: 98Volver Investment Partners, LLC 401(k)JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Volver Investment Partners, LLC 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Volver Investment Partners, LLC 401(k) side-by-side with 3 peers →

Volver Investment Partners, LLC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Communities for People, Inc. Profit Sharing Plan in MA ($3M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Volver Investment Partners, LLC 401(k) assets move in 2023? ▼
Volver Investment Partners, LLC 401(k) grew at a solid clip - up 13.7% during 2023, from $2M to $3M. Reported net income was $310K.
How have Volver Investment Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volver Investment Partners, LLC's sponsor-wide assets grew 25.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Volver Investment Partners, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Communities for People, Inc. Profit Sharing Plan in MA ($3M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Volver Investment Partners, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464646515.

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.