401(k) · DOL Form 5500 · 2024
The Vollrath Company, LLC 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 249
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $108,763
- Avg per participant Below avg balance/head
Official DOL plan name: The Tax Savers Plan of the Vollrath Company LLC UAW Employees · Sponsored by The Vollrath Company, LLC · Wisconsin · Manufacturing
$27M in assets, 249 participants
The Vollrath Company, LLC's The Tax Savers Plan of the Vollrath Company LLC UAW Employees reported $27M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #11,836 in Manufacturing (17,777 peers)
Coverage in Wisconsin
The Tax Savers Plan of the Vollrath Company LLC UAW Employees covers 249 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.
- #11,836
- in Manufacturing (17,777 peers)
- +2.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Tax Savers Plan of the Vollrath Company LLC UAW Employees's outsized position by total assets
The Tax Savers Plan of the Vollrath Company LLC UAW Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,082,049 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Tax Savers Plan of the Vollrath Company LLC UAW Employees among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Tax Savers Plan of the Vollrath Company LLC UAW Employees sits mid-pack in the medium band (249 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Tax Savers Plan of the Vollrath Company LLC UAW Employees reported net income fell from $3M in the plan year 2023 filing to $739K in the plan year 2024 filing.
- The Tax Savers Plan of the Vollrath Company LLC UAW Employees reported participants rose from 232 in the plan year 2023 filing to 249 in the plan year 2024 filing.
- The Tax Savers Plan of the Vollrath Company LLC UAW Employees end-of-year assets rose from $26M in the plan year 2023 filing to $27M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391859733 · The Vollrath Company, LLC PY 2024 · 401(k)
The Tax Savers Plan of the Vollrath Company LLC UAW Employees · $27M · 249 · 76th
- TYPE $27M
- NET 249
- BOOK 76th
- VS-ST 401(k)
- BOY near Gmi Holding, Inc. 401(k) Plan
- SCH ind #11836
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 Wisconsin →
The Tax Savers Plan of the Vollrath Company LLC UAW Employees in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $739K |
| Employer EIN | 391859733 |
| Plan Effective Date | 1942-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Vollrath Company, LLC)
Sponsor-wide plan assets over time
All The Vollrath Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $209M 17.039194113590135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 1,068 | $178M |
| 2023 | 6 | 1,155 | $199M |
| 2024 | 6 | 1,199 | $209M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
The Tax Savers Plan of the Vollrath Company LLC UAW Employees's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Gmi Holding, Inc. 401(k) Plan in SC ($27M); by covered participants it is Treeline Inc. 401(k) Plan in CA (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.
- Treeline Inc. 401(k) Plan (CA) 249 · 0 off
- Premier Health Services, Inc. 401 (K) Plan (DC) 249 · 0 off
- Eastern Roofing Systems, Inc. 401(k) Plan (PA) 249 · 0 off
- Nts Development Company Retirement Savings Plan (KY) 249 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.