401(k) · DOL Form 5500 · 2023

Volpe and Koenig, P.C. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
86
Participants Small participant base
83rd
Percentile by assets National rank
$460,118
Avg per participant High balance/head
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Official DOL plan name: Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan · Sponsored by Volpe and Koenig, P.C. · Pennsylvania · Professional & Technical Services

$40M in assets, 86 participants

Volpe and Koenig, P.C.'s Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan reported $40M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,001 in Professional & Technical Services (20,321 peers)

Where Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan sits by assets

Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 86 participants (~$460,118/participant), up 15.7% in 2023.

#17,001
in Professional & Technical Services (20,321 peers)
+15.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan's outsized position by total assets

Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$39,570,181 Top 17% higher than 83% 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

Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan reported participants fell from 92 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232482335 · Volpe and Koenig, P.C. PY 2023 · 401(k)

Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan · $40M · 86 · 83rd

  • EBSA $40M
  • EBSA 86
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near Eurpac Service, Inc. 401(k) Savings Plan
  • EBSA ind #17001

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 Pennsylvania →

Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan in the asset neighbourhood

Volpe and Koenig, P.C. Profit Sharing and 401(k) PlanVolpe and Koenig, P.C. Profi…$40MEurpac Service, Inc. 401(k) Savings PlanEurpac Service, Inc. 401(k) …$40MMajestic Steel USA, Inc. 401(k) Profit Sharing Plan & TrustMajestic Steel USA, Inc. 401…$40MTrescal, Inc. Employee 401(k) PlanTrescal, Inc. Employee 401(k…$40MMwd Management, LLC 401(k) Profit Sharing Plan and TrustMwd Management, LLC 401(k) P…$40M
End-of-year total assets ($M) among Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN232482335
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Volpe and Koenig, P.C.)

Sponsor-wide plan assets over time

All Volpe and Koenig, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 37.7852929091941% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.2M $47.1M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 92 $34M
2023 1 86 $40M
2024 1 91 $47M

Nearby 401(k) Plans in Pennsylvania

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

Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan, Total assets ($B): 0.039570181 · Participants: 86Volpe and Koenig, P.C. Profit Sharing and 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Eurpac Service, Inc. 401(k) Savings Plan in CT ($40M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan grew sharply - up 15.7% during 2023, from $34M to $40M. Reported net income was $5M.
How have Volpe and Koenig, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volpe and Koenig, P.C.'s sponsor-wide assets grew 37.8%, from $34M to $47M.
Where does Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan ranks in the 83rd 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 Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eurpac Service, Inc. 401(k) Savings Plan in CT ($40M, 411 participants).
Which 401(k) plans cover a similar participant headcount to Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 232482335.

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.