Profit Sharing · DOL Form 5500 · 2024
Volker Ventures Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $775,393
- Avg per participant High balance/head
Official DOL plan name: Volker Ventures Inc. Retirement Plan · Sponsored by Volker Ventures Inc. · North Carolina · Other Services
$2M in assets, 2 participants
Volker Ventures Inc.'s Volker Ventures Inc. Retirement Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #3,976 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Volker Ventures Inc. Retirement Plan ranks #3,976 of 7,719 2024 filers by assets (1294% of the sector average)-$2M for 2 participants.
- #3,976
- in Other Services (7,719 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $128K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Volker Ventures Inc. Retirement Plan among the smaller filed plans by assets
Volker Ventures Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,550,785 27th percentile higher than 27% 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
Volker Ventures Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volker Ventures Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Volker Ventures Inc. Retirement Plan reported net income fell from $62K in the plan year 2023 filing to -$128K in the plan year 2024 filing.
- Volker Ventures Inc. Retirement Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Volker Ventures Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 463076348 · Volker Ventures Inc. PY 2024 · Profit Sharing
Volker Ventures Inc. Retirement Plan · $2M · 2 · 27th
- NET $2M
- BOOK 2
- VS-ST 27th
- BOY Profit Sharing
- SCH near Gulch Ventures Inc. Retirement Plan
- EBSA ind #3976
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 Other Services retirement plans → · Plans in North Carolina →
Volker Ventures Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$128K |
| Employer EIN | 463076348 |
| Plan Effective Date | 2013-06-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Volker Ventures Inc.)
Sponsor-wide plan assets over time
All Volker Ventures Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 4.108212591453008% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 2 | $2M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Volker Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Gulch Ventures Inc. Retirement Plan in TN ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.