401(k) · DOL Form 5500 · 2023
David Volkert & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 1,172
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $78,057
- Avg per participant Below avg balance/head
Official DOL plan name: David Volkert & Associates, Inc. 401(k) Retirement Savings Plan · Sponsored by David Volkert & Associates, Inc. · Alabama · Professional & Technical Services
$91M in assets, 1,172 participants
David Volkert & Associates, Inc.'s David Volkert & Associates, Inc. 401(k) Retirement Savings Plan reported $91M in total assets and 1,172 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #18,665 in Professional & Technical Services (20,321 peers)
Coverage in Alabama
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan covers 1,172 participants in Alabama, 3.3x the typical Alabama plan (state average ~360 per filing). Assets: $91M.
- #18,665
- in Professional & Technical Services (20,321 peers)
- +23.4%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan's outsized position by total assets
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$91,482,609 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Volkert & Associates, Inc. 401(k) Retirement Savings Plan lands in the large band (1,172 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- David Volkert & Associates, Inc. 401(k) Retirement Savings Plan reported net income rose from -$16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- David Volkert & Associates, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $74M in the plan year 2022 filing to $91M in the plan year 2023 filing.
- David Volkert & Associates, Inc. 401(k) Retirement Savings Plan reported participants rose from 1,081 in the plan year 2022 filing to 1,172 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 630703075 · David Volkert & Associates, Inc. PY 2023 · 401(k)
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan · $91M · 1,172 · 91st
- 5500 $91M
- ASSETS 1,172
- PCT 91st
- EIN 401(k)
- RANK near Colonial Savings 401(k) Profit Sharing Plan
- PHOTO ind #18665
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 Professional & Technical Services retirement plans → · Plans in Alabama →
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | $17M |
| Employer EIN | 630703075 |
| Plan Effective Date | 1997-04-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (David Volkert & Associates, Inc.)
Sponsor-wide plan assets over time
All David Volkert & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $288M 56.72544725343126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,967 | $184M |
| 2023 | 2 | 2,081 | $218M |
| 2024 | 2 | 2,264 | $288M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Colonial Savings 401(k) Profit Sharing Plan in TX ($91M); by covered participants it is Independent Physicians 401(k) Profit Sharing Plan in GA (1,172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Colonial Savings 401(k) Profit Sharing Plan (TX) $91M · 452
- Life-Science Innovations and Affiliates Retirement Plan (MN) $92M · 2,177
- Dime Community Bank 401(k) Plan (NY) $91M · 819
- Mbn Savings Plan (VA) $91M · 466
Similar participant headcount
Nearest other-state filings by covered participants (1,172 participants); asset peers above are excluded.
- Independent Physicians 401(k) Profit Sharing Plan (GA) 1,172 · 0 off
- Nn, Inc. 401(k) Profit Sharing Plan (NC) 1,172 · 0 off
- Progrexion Holdings, Inc. 401(k) Plan (UT) 1,172 · 0 off
- Stafford Management, LLC 401(k) Plan (MA) 1,172 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.