401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$40M
Total assets: 86
Participants: 83rd
Percentile by assets: $460,118
Avg per participant

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.

83rd percentile by assets (of 127,072 plans)
#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.

$40M
total plan assets (2023 EOY): 86
covered participants: 83rd
percentile by assets (of 127,072 plans): $460,118
avg assets per participant

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

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 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 →

State

Pennsylvania

Industry

Professional & Technical Services

Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan vs the 2023 asset distribution

By assets, Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$34M
Net Assets (End of Year)	$40M
Net Income	$5M
Employer EIN	232482335
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Volpe and Koenig, P.C. plans on file

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

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Volpe and Koenig, P.C. Profit Sharing an… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan by total assets, not by location.

Eurpac Service, Inc. 401(k) Savings Plan (CT) $40M · 411
Majestic Steel USA, Inc. 401(k) Profit Sharing Plan & Trust (OH) $40M · 443
Trescal, Inc. Employee 401(k) Plan (MI) $40M · 545
Mwd Management, LLC 401(k) Profit Sharing Plan and Trust (TN) $40M · 672

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).

Next read for Volpe and Koenig, P.C. Profit Sharing an…

Scale reading

Ways to act on Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan's numbers.

By total assets, Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Volpe and Koenig, P.C.'s sponsor-wide assets have grown 37.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.