Profit Sharing · DOL Form 5500 · 2023

Volker Ventures Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$559,707
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Volker Ventures Inc. Retirement Plan · Sponsored by Volker Ventures Inc. · North Carolina · Other Services

$2M in assets, 3 participants

Volker Ventures Inc.'s Volker Ventures Inc. Retirement Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,208 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Volker Ventures Inc. Retirement Plan ranks #4,208 of 7,857 2023 filers by assets (1195% of the sector average)-$2M for 3 participants.

#4,208
in Other Services (7,857 peers)
+3.8%
assets growth YoY

Volker Ventures Inc. Retirement Plan among the smaller filed plans by assets

Volker Ventures Inc. Retirement Plan vs every filed plan by assets

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

$1,679,121 29th percentile higher than 29% 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

Volker Ventures Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volker Ventures Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Volker Ventures Inc. Retirement Plan reported net income rose from -$92K in the plan year 2022 filing to $62K in the plan year 2023 filing.
  • Volker Ventures Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 463076348 · Volker Ventures Inc. PY 2023 · Profit Sharing

Volker Ventures Inc. Retirement Plan · $2M · 3 · 29th

  • TYPE $2M
  • TYPE 3
  • TYPE 29th
  • TYPE Profit Sharing
  • TYPE near Britt's Ace, Inc. Retirement Plan
  • TYPE ind #4208

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 Other Services retirement plans → · Plans in North Carolina →

Volker Ventures Inc. Retirement Plan in the asset neighbourhood

Volker Ventures Inc. Retirement PlanVolker Ventures Inc. Retirem…$2MBritt's Ace, Inc. Retirement PlanBritt's Ace, Inc. Retirement…$2MSkand Inc. Retirement Plan$2MCulver City Animal Hospital Inc Profit Sharing PlanCulver City Animal Hospital …$2MAnthony C. Vitale, P.a. Profit Sharing PlanAnthony C. Vitale, P.a. Prof…$2M
End-of-year total assets ($M) among Volker Ventures Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$62K
Employer EIN463076348
Plan Effective Date2013-06-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Volker Ventures Inc.)

Sponsor-wide plan assets over time

All Volker Ventures Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.108212591453008% vs 2022
2024 filing year
$1.5M$1.55M$1.6M$1.65M$1.7M 202220232024 $1.62M $1.55M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Volker Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Volker Ventures Inc. Retirement Plan, Total assets ($B): 0.001679121 · Participants: 3Volker Ventures Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Volker Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Volker Ventures Inc. Retirement Plan side-by-side with 3 peers →

Volker Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Britt's Ace, Inc. Retirement Plan in AL ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Volker Ventures Inc. Retirement Plan assets move in 2023? ▼
Volker Ventures Inc. Retirement Plan edged up modestly - up 3.8% during 2023, from $2M to $2M. Reported net income was $62K.
How have Volker Ventures Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volker Ventures Inc.'s sponsor-wide assets declined 4.1%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Volker Ventures Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Britt's Ace, Inc. Retirement Plan in AL ($2M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Volker Ventures Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 463076348.

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.