401(k) · DOL Form 5500 · 2023

Volition Capital LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
28
Participants Small participant base
61st
Percentile by assets National rank
$407,538
Avg per participant High balance/head
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Official DOL plan name: Volition Capital LLC Profit Sharing/401(k) Plan · Sponsored by Volition Capital LLC · Massachusetts · Finance & Insurance

$11M in assets, 28 participants

Volition Capital LLC's Volition Capital LLC Profit Sharing/401(k) Plan reported $11M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,095 in Finance & Insurance (8,869 peers)

Volition Capital LLC multi-year trail

Volition Capital LLC's plans moved +12.5% in assets from 2022 to 2024; this filing shows Volition Capital LLC Profit Sharing/401(k) Plan at $11M / 28 participants.

#4,095
in Finance & Insurance (8,869 peers)
-8.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Volition Capital LLC Profit Sharing/401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Volition Capital LLC Profit Sharing/401(k) Plan vs every filed plan by assets

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

$11,411,074 Top 39% higher than 61% 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

Volition Capital LLC Profit Sharing/401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volition Capital LLC Profit Sharing/401(k) Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Volition Capital LLC Profit Sharing/401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Volition Capital LLC Profit Sharing/401(k) Plan end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Volition Capital LLC Profit Sharing/401(k) Plan reported participants rose from 26 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 271238474 · Volition Capital LLC PY 2023 · 401(k)

Volition Capital LLC Profit Sharing/401(k) Plan · $11M · 28 · 61st

  • BOY $11M
  • BOY 28
  • BOY 61st
  • BOY 401(k)
  • BOY near Idc Group, Inc. 401(k) Plan
  • BOY ind #4095

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 Massachusetts →

Volition Capital LLC Profit Sharing/401(k) Plan in the asset neighbourhood

Volition Capital LLC Profit Sharing/401(k) PlanVolition Capital LLC Profit …$11MIdc Group, Inc. 401(k) Plan$11MHaztek, Inc. 401(k) P/S Plan$11MRoyal Brass & Hose Company, Inc. 401(k) Profit Sharing PlanRoyal Brass & Hose Company, …$11MAlderman's Retirement Plan$11M
End-of-year total assets ($M) among Volition Capital LLC Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Volition Capital LLC multi-year asset trail

Sponsor-wide plan assets over time

All Volition Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 12.457190151336727% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.5M $14M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 26 $12M
2023 1 28 $11M
2024 1 31 $14M

Volition Capital LLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN271238474
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Volition Capital LLC Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Volition Capital LLC Profit Sharing/401(k) Plan, Total assets ($B): 0.011411074 · Participants: 28Volition Capital LLC Profit Sharing/401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Volition Capital LLC Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Volition Capital LLC Profit Sharing/401(k) Plan side-by-side with 3 peers →

Volition Capital LLC Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Idc Group, Inc. 401(k) Plan in MN ($11M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Volition Capital LLC Profit Sharing/401(k) Plan assets move in 2023? ▼
Volition Capital LLC Profit Sharing/401(k) Plan pulled back noticeably - down 8.6% during 2023, from $12M to $11M. Reported net income was -$1M.
How have Volition Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volition Capital LLC's sponsor-wide assets grew 12.5%, from $12M to $14M.
Which 401(k) plans are similar in size to Volition Capital LLC Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Idc Group, Inc. 401(k) Plan in MN ($11M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Volition Capital LLC Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K 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 271238474.

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.