401(k) · DOL Form 5500 · 2023

Voleon Capital Management LP 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
176
Participants Small participant base
76th
Percentile by assets National rank
$135,181
Avg per participant Near 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

$24M in assets, 176 participants

Voleon Capital Management LP's Voleon Capital Management LP 401(k) Plan reported $24M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,607 in Finance & Insurance (8,869 peers)

Coverage in California

Voleon Capital Management LP 401(k) Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $24M.

#5,607
in Finance & Insurance (8,869 peers)
+56.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$23,791,881 Top 24% higher than 76% 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

Voleon Capital Management LP 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. Voleon Capital Management LP 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Voleon Capital Management LP 401(k) Plan reported net income rose from -$466K in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Voleon Capital Management LP 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Voleon Capital Management LP 401(k) Plan reported participants rose from 172 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 262569235 · Voleon Capital Management LP PY 2023 · 401(k)

Voleon Capital Management LP 401(k) Plan · $24M · 176 · 76th

  • EBSA $24M
  • EBSA 176
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near Southland Truck Group, LLC 401(k) Plan
  • EBSA ind #5607

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…$24MSouthland Truck Group, LLC 401(k) PlanSouthland Truck Group, LLC 4…$24MAuro Hotels Management, LLC 401(k) PlanAuro Hotels Management, LLC …$24MEvensonbest, LLC, 401(k) Plan$24MElringklinger Retirement Savings PlanElringklinger Retirement Sav…$24M
End-of-year total assets ($M) among Voleon Capital Management LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$24M
Net Income$9M
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): 0.023791881 · Participants: 176Voleon Capital Management LP 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Southland Truck Group, LLC 401(k) Plan in LA ($24M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Voleon Capital Management LP 401(k) Plan assets move in 2023? ▼
Voleon Capital Management LP 401(k) Plan surged - up 56.9% during 2023, from $15M to $24M. Reported net income was $9M.
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.
Where does Voleon Capital Management LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Voleon Capital Management LP 401(k) Plan ranks in the 76th 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 Voleon Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southland Truck Group, LLC 401(k) Plan in LA ($24M, 258 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 Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 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.