401(k) · DOL Form 5500 · 2023

Volm Companies, Incorporated 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
437
Participants Below avg headcount
84th
Percentile by assets National rank
$99,760
Avg per participant Below avg balance/head
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Official DOL plan name: Volm Companies 401(k) Plan · Sponsored by Volm Companies, Incorporated · Wisconsin · Wholesale Trade

$44M in assets, 437 participants

Volm Companies, Incorporated's Volm Companies 401(k) Plan reported $44M in total assets and 437 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,355 in Wholesale Trade (6,309 peers)

Where Volm Companies 401(k) Plan sits by assets

Volm Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 437 participants (~$99,760/participant), up 21.9% in 2023.

#5,355
in Wholesale Trade (6,309 peers)
+21.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Volm Companies 401(k) Plan's outsized position by total assets

Volm Companies 401(k) Plan vs every filed plan by assets

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

$43,594,930 Top 16% higher than 84% 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

Volm Companies 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volm Companies 401(k) Plan sits mid-pack in the medium band (437 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Volm Companies 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Volm Companies 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Volm Companies 401(k) Plan reported participants rose from 419 in the plan year 2022 filing to 437 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390872639 · Volm Companies, Incorporated PY 2023 · 401(k)

Volm Companies 401(k) Plan · $44M · 437 · 84th

  • EIN $44M
  • EIN 437
  • EIN 84th
  • EIN 401(k)
  • EIN near Cosm Inc. 401(k) Plan
  • EIN ind #5355

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 Wisconsin →

Volm Companies 401(k) Plan in the asset neighbourhood

Cosm Inc. 401(k) Plan$44MThe Center 401(k) Plan$44MRockford Pipe Trades Industry 401(k) PlanRockford Pipe Trades Industr…$44MManhattan Insurance Group, Inc. 401(k) PlanManhattan Insurance Group, I…$44MVolm Companies 401(k) Plan$44M
End-of-year total assets ($M) among Volm Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$44M
Net Income$8M
Employer EIN390872639
Plan Effective Date1968-09-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Volm Companies, Incorporated)

Sponsor-wide plan assets over time

All Volm Companies, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$51M 42.60736434284125% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.8M $51M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 419 $36M
2023 1 437 $44M
2024 1 507 $51M

Nearby 401(k) Plans in Wisconsin

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

Volm Companies 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Volm Companies 401(k) Plan, Total assets ($B): 0.04359493 · Participants: 437Volm Companies 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Volm Companies 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Volm Companies 401(k) Plan side-by-side with 3 peers →

Volm Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cosm Inc. 401(k) Plan in TX ($44M); by covered participants it is Integrated Practice Solutions, Inc. 401(k) Plan in CA (437 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (437 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 Volm Companies 401(k) Plan assets move in 2023? ▼
Volm Companies 401(k) Plan grew sharply - up 21.9% during 2023, from $36M to $44M. Reported net income was $8M.
How have Volm Companies, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volm Companies, Incorporated's sponsor-wide assets grew 42.6%, from $36M to $51M.
Where does Volm Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Volm Companies 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Volm Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cosm Inc. 401(k) Plan in TX ($44M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Volm Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Practice Solutions, Inc. 401(k) Plan in CA (437 participants, $15M 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 390872639.

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.