401(k) · DOL Form 5500 · 2024

Volusion, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
55
Participants Small participant base
55th
Percentile by assets National rank
$178,382
Avg per participant Above avg balance/head
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Official DOL plan name: Volusion, LLC Retirement Trust · Sponsored by Volusion, LLC · Texas · Professional & Technical Services

$10M in assets, 55 participants

Volusion, LLC's Volusion, LLC Retirement Trust reported $10M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,813 in Professional & Technical Services (20,173 peers)

Volusion, LLC multi-year trail

Volusion, LLC's plans moved +14.6% in assets from 2022 to 2024; this filing shows Volusion, LLC Retirement Trust at $10M / 55 participants.

#10,813
in Professional & Technical Services (20,173 peers)
+12.7%
assets growth YoY

Volusion, LLC Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Volusion, LLC Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,810,992 Top 45% higher than 55% of 123,620 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 2024

Volusion, LLC Retirement Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volusion, LLC Retirement Trust is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Volusion, LLC Retirement Trust reported net income rose from $140K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Volusion, LLC Retirement Trust reported participants fell from 101 in the plan year 2023 filing to 55 in the plan year 2024 filing.
  • Volusion, LLC Retirement Trust end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 820570100 · Volusion, LLC PY 2024 · 401(k)

Volusion, LLC Retirement Trust · $10M · 55 · 55th

  • 5500 $10M
  • 5500 55
  • 5500 55th
  • 5500 401(k)
  • 5500 near Barro's Pizza 401(k) Plan
  • 5500 ind #10813

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 Texas →

Volusion, LLC Retirement Trust in the asset neighbourhood

Volusion, LLC Retirement TrustVolusion, LLC Retirement Tru…$10MBarro's Pizza 401(k) Plan$10MHamadeh Educational Services, Inc. 401(k) Profit Sharing PlanHamadeh Educational Services…$10MShawd Neighborhood Clinic 401(k) PspShawd Neighborhood Clinic 40…$10MStreetsense 401(k) Plan$10M
End-of-year total assets ($M) among Volusion, LLC Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Volusion, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Volusion, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 14.55990965044545% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.56M $9.81M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 106 $9M
2023 1 101 $9M
2024 1 55 $10M

Volusion, LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN820570100
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Volusion, LLC Retirement Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Volusion, LLC Retirement Trust, Total assets ($B): 0.009810992 · Participants: 55Volusion, LLC Retirement TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Volusion, LLC Retirement Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Volusion, LLC Retirement Trust side-by-side with 3 peers →

Volusion, LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Barro's Pizza 401(k) Plan in AZ ($10M); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Volusion, LLC Retirement Trust assets move in 2024? ▼
Volusion, LLC Retirement Trust grew at a solid clip - up 12.7% during 2024, from $9M to $10M. Reported net income was $1M.
How have Volusion, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volusion, LLC's sponsor-wide assets grew 14.6%, from $9M to $10M.
Which 401(k) plans are similar in size to Volusion, LLC Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Barro's Pizza 401(k) Plan in AZ ($10M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Volusion, LLC Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M in assets).

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 820570100.

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.