401(k) · DOL Form 5500 · 2023

Volex Holdings 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
297
Participants Below avg headcount
75th
Percentile by assets National rank
$76,015
Avg per participant Below avg balance/head
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Official DOL plan name: Volex Holdings Profit Sharing and 401(k) Plan · Sponsored by Volex Holdings · California · Manufacturing

$23M in assets, 297 participants

Volex Holdings's Volex Holdings Profit Sharing and 401(k) Plan reported $23M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,206 in Manufacturing (18,722 peers)

Coverage in California

Volex Holdings Profit Sharing and 401(k) Plan covers 297 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $23M.

#12,206
in Manufacturing (18,722 peers)
+74.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Volex Holdings Profit Sharing and 401(k) Plan's outsized position by total assets

Volex Holdings Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$22,576,346 Top 25% higher than 75% 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

Volex Holdings Profit Sharing and 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. Volex Holdings Profit Sharing and 401(k) Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Volex Holdings Profit Sharing and 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Volex Holdings Profit Sharing and 401(k) Plan reported participants rose from 94 in the plan year 2022 filing to 297 in the plan year 2023 filing.
  • Volex Holdings Profit Sharing and 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043134682 · Volex Holdings PY 2023 · 401(k)

Volex Holdings Profit Sharing and 401(k) Plan · $23M · 297 · 75th

  • BOOK $23M
  • VS-ST 297
  • BOY 75th
  • SCH 401(k)
  • EBSA near Nielsen & Bainbridge, LLC Retirement Savings Plan
  • PART ind #12206

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 Manufacturing retirement plans → · Plans in California →

Volex Holdings Profit Sharing and 401(k) Plan in the asset neighbourhood

Volex Holdings Profit Sharing and 401(k) PlanVolex Holdings Profit Sharin…$23MNielsen & Bainbridge, LLC Retirement Savings PlanNielsen & Bainbridge, LLC Re…$23MAllone Health Resources, Inc. 401(k) Retirement Savings PlanAllone Health Resources, Inc…$23MCory Watson, P.C. 401(k) Profit Sharing PlanCory Watson, P.C. 401(k) Pro…$23MWilen Group 401(k) Employee Savings PlanWilen Group 401(k) Employee …$23M
End-of-year total assets ($M) among Volex Holdings Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN043134682
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Volex Holdings)

Sponsor-wide plan assets over time

All Volex Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$25M 95.88614250263194% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13M $25.4M ▲ +95.9%
Year Plans Participants Total Assets
2022 1 94 $13M
2023 1 297 $23M
2024 1 318 $25M

Nearby 401(k) Plans in California

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

Volex Holdings Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Volex Holdings Profit Sharing and 401(k) Plan, Total assets ($B): 0.022576346 · Participants: 297Volex Holdings Profit Sharing and 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
Volex Holdings Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Volex Holdings Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Volex Holdings Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nielsen & Bainbridge, LLC Retirement Savings Plan in TX ($23M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Volex Holdings Profit Sharing and 401(k) Plan assets move in 2023? ▼
Volex Holdings Profit Sharing and 401(k) Plan surged - up 74.2% during 2023, from $13M to $23M. Reported net income was $2M.
How have Volex Holdings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volex Holdings's sponsor-wide assets grew 95.9%, from $13M to $25M.
Where does Volex Holdings Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Volex Holdings Profit Sharing and 401(k) Plan ranks in the 75th 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 Volex Holdings Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nielsen & Bainbridge, LLC Retirement Savings Plan in TX ($23M, 518 participants).
Which 401(k) plans cover a similar participant headcount to Volex Holdings Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants, N/A 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 043134682.

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.