401(k)
2024 plan-year 401(k) DOL Form 5500

VOLVER INVESTMENT PARTNERS, LLC 401K

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

VOLVER INVESTMENT PARTNERS, LLC

This 401(k) plan holds $3M in total assets and serves 82 participants as of 2024. It is sponsored by VOLVER INVESTMENT PARTNERS, LLC in New Jersey. The plan reported positive net income of $258K for the year.

Total Assets (2023)
$3M
Participants
82
State
Industry
Wholesale Trade

What the Filing Says About VOLVER INVESTMENT PARTNERS, LLC 401K

VOLVER INVESTMENT PARTNERS, LLC 401K is a 401(k) retirement plan sponsored by VOLVER INVESTMENT PARTNERS, LLC, headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 82 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 464646515, and the plan has been effective since 2016-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $3M at year-end — a gain of 10.0%. Net assets (after liabilities) closed the year at $3M, with reported net income of $258K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$258K
Plan Type401(k)
Employer EIN464646515
Plan Effective Date2016-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VOLVER INVESTMENT PARTNERS, LLC)

Year Plans Participants Total Assets
2022 1 96 $2M
2023 1 98 $3M
2024 1 82 $3M

Nearby 401(k) Plans in New Jersey

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

Frequently Asked Questions

How much money is in the VOLVER INVESTMENT PARTNERS, LLC 401K?
As of the 2024 Form 5500 filing, VOLVER INVESTMENT PARTNERS, LLC 401K holds $3M in total assets with 82 participants. It is sponsored by VOLVER INVESTMENT PARTNERS, LLC.
What type of plan is VOLVER INVESTMENT PARTNERS, LLC 401K?
VOLVER INVESTMENT PARTNERS, LLC 401K is a 401(k) plan. It has been effective since 2016-09-01. The plan is filed with the U.S. Department of Labor under EIN 464646515.
Who sponsors the VOLVER INVESTMENT PARTNERS, LLC 401K?
VOLVER INVESTMENT PARTNERS, LLC 401K is sponsored by VOLVER INVESTMENT PARTNERS, LLC, located in New Jersey. The sponsor's EIN is 464646515 and the plan operates in the Wholesale Trade industry.
How did VOLVER INVESTMENT PARTNERS, LLC 401K perform in 2024?
VOLVER INVESTMENT PARTNERS, LLC 401K grew by 10.0% during 2024, moving from $3M to $3M in total assets. Net income was $258K.
Where can I find official filings for VOLVER INVESTMENT PARTNERS, LLC 401K?
Official Form 5500 filings for VOLVER INVESTMENT PARTNERS, LLC 401K are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 464646515 or plan name at efast.dol.gov.
How does VOLVER INVESTMENT PARTNERS, LLC 401K compare to other plans?
You can compare VOLVER INVESTMENT PARTNERS, LLC 401K against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 464646515.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.