401(k) · DOL Form 5500 · 2024
Volm Companies, Incorporated 401(k) Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 507
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $100,580
- Avg per participant Below avg balance/head
Official DOL plan name: Volm Companies 401(k) Plan · Sponsored by Volm Companies, Incorporated · Wisconsin · Wholesale Trade
$51M in assets, 507 participants
Volm Companies, Incorporated's Volm Companies 401(k) Plan reported $51M in total assets and 507 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #5,194 in Wholesale Trade (6,080 peers)
Where Volm Companies 401(k) Plan sits by assets
Volm Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $51M for 507 participants (~$100,580/participant), up 17.0% in 2024.
- #5,194
- in Wholesale Trade (6,080 peers)
- +17.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Volm Companies 401(k) Plan's outsized position by total assets
Volm Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,993,818 Top 16% higher than 84% 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
Volm Companies 401(k) Plan 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. Volm Companies 401(k) Plan sits mid-pack in the medium band (507 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Volm Companies 401(k) Plan end-of-year assets rose from $44M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Volm Companies 401(k) Plan reported participants rose from 437 in the plan year 2023 filing to 507 in the plan year 2024 filing.
- Volm Companies 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 390872639 · Volm Companies, Incorporated PY 2024 · 401(k)
Volm Companies 401(k) Plan · $51M · 507 · 84th
- IND $51M
- IND 507
- IND 84th
- IND 401(k)
- IND near Cj 401(k) Plan
- IND ind #5194
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Volm Companies 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $7M |
| Employer EIN | 390872639 |
| Plan Effective Date | 1968-09-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Volm Companies, Incorporated)
Sponsor-wide plan assets over time
All Volm Companies, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 42.60736434284125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 419 | $36M |
| 2023 | 1 | 437 | $44M |
| 2024 | 1 | 507 | $51M |
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
Volm Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Cj 401(k) Plan in CA ($51M); by covered participants it is Eldeco, Inc. 401(k) Profit Sharing Plan & Trust in SC (507 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (507 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.