401(k) · DOL Form 5500 · 2023

Volta Charging Industries, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
237
Participants Below avg headcount
66th
Percentile by assets National rank
$59,284
Avg per participant Low balance/head
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Official DOL plan name: Volta Charging Industries, LLC Retirement Trust · Sponsored by Volta Charging Industries, LLC · California · Transportation & Warehousing

$14M in assets, 237 participants

Volta Charging Industries, LLC's Volta Charging Industries, LLC Retirement Trust reported $14M in total assets and 237 participants in its 2023 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.

  • #2,219 in Transportation & Warehousing (3,362 peers)

Coverage in California

Volta Charging Industries, LLC Retirement Trust covers 237 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $14M.

#2,219
in Transportation & Warehousing (3,362 peers)
+29.7%
assets growth YoY

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 2023 · DOL Form 5500

$14,050,357 Top 34% higher than 66% 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

Volta Charging Industries, LLC Retirement Trust 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. Volta Charging Industries, LLC Retirement Trust sits mid-pack in the medium band (237 participants).

Form 5500 schedule snapshot

Filing strip 872637400 · Volta Charging Industries, LLC PY 2023 · 401(k)

Volta Charging Industries, LLC Retirement Trust · $14M · 237 · 66th

  • PHOTO $14M
  • IND 237
  • EOY 66th
  • 5500 401(k)
  • ASSETS near Broadstone Net Lease 401(k) Retirement Savings Plan
  • PCT ind #2219

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 →

Volta Charging Industries, LLC Retirement Trust in the asset neighbourhood

Volta Charging Industries, LLC Retirement TrustVolta Charging Industries, L…$14MBroadstone Net Lease 401(k) Retirement Savings PlanBroadstone Net Lease 401(k) …$14MSageview Capital Admin LP 401(k) and Profit Sharing PlanSageview Capital Admin LP 40…$14MGastroenterology Group of Rochester, LLP Profit Sharing and 401(k) PlanGastroenterology Group of Ro…$14MCst Group, Cpas, PC 401(k) & Profit Sharing PlanCst Group, Cpas, PC 401(k) &…$14M
End-of-year total assets ($M) among Volta Charging Industries, LLC Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN872637400
Plan Effective Date2022-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Volta Charging Industries, LLC)

Sponsor-wide plan assets over time

All Volta Charging Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 1.7038428276235258% vs 2023
2024 filing year
$14M$14.1M$14.2M$14.3M$14.4M 20232024 $14.1M $14.3M ▲ +1.7%
Year Plans Participants Total Assets
2023 1 237 $14M
2024 1 160 $14M

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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Volta Charging Industries, LLC Retirement Trust, Total assets ($B): 0.014050357 · Participants: 237Volta Charging Industries, LLC Retirement TrustWells 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
Volta Charging Industries, LLC Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
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 Broadstone Net Lease 401(k) Retirement Savings Plan in NY ($14M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Volta Charging Industries, LLC Retirement Trust assets move in 2023? ▼
Volta Charging Industries, LLC Retirement Trust grew sharply - up 29.7% during 2023, from $11M to $14M. Reported net income was $3M.
How have Volta Charging Industries, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Volta Charging Industries, LLC's sponsor-wide assets grew 1.7%, from $14M to $14M.
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 Broadstone Net Lease 401(k) Retirement Savings Plan in NY ($14M, 73 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 Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants, $845K 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 872637400.

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.