401(k) · DOL Form 5500 · 2024

Voleon Capital Management LP 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
207
Participants Below avg headcount
80th
Percentile by assets National rank
$172,108
Avg per participant Above avg balance/head
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Official DOL plan name: Voleon Capital Management LP 401(k) Plan · Sponsored by Voleon Capital Management LP · California · Finance & Insurance

$36M in assets, 207 participants

Voleon Capital Management LP's Voleon Capital Management LP 401(k) Plan reported $36M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,864 in Finance & Insurance (8,549 peers)

Coverage in California

Voleon Capital Management LP 401(k) Plan covers 207 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $36M.

#5,864
in Finance & Insurance (8,549 peers)
+49.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Voleon Capital Management LP 401(k) Plan's outsized position by total assets

Voleon Capital Management LP 401(k) Plan vs every filed plan by assets

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

$35,626,373 Top 20% higher than 80% 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

Voleon Capital Management LP 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. Voleon Capital Management LP 401(k) Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Voleon Capital Management LP 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Voleon Capital Management LP 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Voleon Capital Management LP 401(k) Plan reported participants rose from 176 in the plan year 2023 filing to 207 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 262569235 · Voleon Capital Management LP PY 2024 · 401(k)

Voleon Capital Management LP 401(k) Plan · $36M · 207 · 80th

  • PART $36M
  • TYPE 207
  • NET 80th
  • BOOK 401(k)
  • VS-ST near The Pete Store, LLC 401(k) Plan
  • BOY ind #5864

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 Finance & Insurance retirement plans → · Plans in California →

Voleon Capital Management LP 401(k) Plan in the asset neighbourhood

Voleon Capital Management LP 401(k) PlanVoleon Capital Management LP…$36MThe Pete Store, LLC 401(k) PlanThe Pete Store, LLC 401(k) P…$36MCharms Employees Retirement and Savings PlanCharms Employees Retirement …$36MXl Parts 401(k) Plan$36MFeyen Zylstra L.L.C. 401(k) PlanFeyen Zylstra L.L.C. 401(k) …$36M
End-of-year total assets ($M) among Voleon Capital Management LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$36M
Net Income$12M
Employer EIN262569235
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Voleon Capital Management LP)

Sponsor-wide plan assets over time

All Voleon Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$36M 134.96778872405173% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $15.2M $35.6M ▲ +135.0%
Year Plans Participants Total Assets
2022 1 172 $15M
2023 1 176 $24M
2024 1 207 $36M

Nearby 401(k) Plans in California

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

Voleon Capital Management LP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Voleon Capital Management LP 401(k) Plan, Total assets ($B): 0.035626373 · Participants: 207Voleon Capital Management LP 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Voleon Capital Management LP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Voleon Capital Management LP 401(k) Plan side-by-side with 3 peers →

Voleon Capital Management LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Pete Store, LLC 401(k) Plan in MD ($36M); by covered participants it is The Las Olas Company, Inc. 401(k) Plan in FL (207 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Voleon Capital Management LP 401(k) Plan assets move in 2024? ▼
Voleon Capital Management LP 401(k) Plan surged - up 49.7% during 2024, from $24M to $36M. Reported net income was $12M.
How have Voleon Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Voleon Capital Management LP's sponsor-wide assets grew 135.0%, from $15M to $36M.
Where does Voleon Capital Management LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Voleon Capital Management LP 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Voleon Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Pete Store, LLC 401(k) Plan in MD ($36M, 937 participants).
Which 401(k) plans cover a similar participant headcount to Voleon Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Las Olas Company, Inc. 401(k) Plan in FL (207 participants, $5M 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 262569235.

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.