401(k) · DOL Form 5500 · 2024
David Volkert & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 1,306
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $81,117
- Avg per participant Below avg balance/head
Official DOL plan name: David Volkert & Associates, Inc. 401(k) Retirement Savings Plan · Sponsored by David Volkert & Associates, Inc. · Alabama · Professional & Technical Services
$106M in assets, 1,306 participants
David Volkert & Associates, Inc.'s David Volkert & Associates, Inc. 401(k) Retirement Savings Plan reported $106M in total assets and 1,306 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #18,559 in Professional & Technical Services (20,173 peers)
Coverage in Alabama
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan covers 1,306 participants in Alabama, 3.6x the typical Alabama plan (state average ~360 per filing). Assets: $106M.
- #18,559
- in Professional & Technical Services (20,173 peers)
- +15.8%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan's outsized position by total assets
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$105,938,366 Top 9% higher than 91% 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
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Volkert & Associates, Inc. 401(k) Retirement Savings Plan lands in the large band (1,306 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- David Volkert & Associates, Inc. 401(k) Retirement Savings Plan reported net income fell from $17M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- David Volkert & Associates, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $91M in the plan year 2023 filing to $106M in the plan year 2024 filing.
- David Volkert & Associates, Inc. 401(k) Retirement Savings Plan reported participants rose from 1,172 in the plan year 2023 filing to 1,306 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 630703075 · David Volkert & Associates, Inc. PY 2024 · 401(k)
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan · $106M · 1,306 · 91st
- EBSA $106M
- EBSA 1,306
- EBSA 91st
- EBSA 401(k)
- EBSA near Infosys Limited Tax Saving 401(k) Profit Sharing Plan
- EBSA ind #18559
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 Alabama →
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $14M |
| Employer EIN | 630703075 |
| Plan Effective Date | 1997-04-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (David Volkert & Associates, Inc.)
Sponsor-wide plan assets over time
All David Volkert & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $288M 56.72544725343126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,967 | $184M |
| 2023 | 2 | 2,081 | $218M |
| 2024 | 2 | 2,264 | $288M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Infosys Limited Tax Saving 401(k) Profit Sharing Plan in TX ($106M); by covered participants it is Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan in TX (1,306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Infosys Limited Tax Saving 401(k) Profit Sharing Plan (TX) $106M · 8,557
- Usdp 401(k) Plan (TX) $106M · 1,409
- Bergstrom Corporation 401(k) Plan (WI) $106M · 2,189
- Fastly, Inc. 401(k) Plan (CA) $106M · 958
Similar participant headcount
Nearest other-state filings by covered participants (1,306 participants); asset peers above are excluded.
- Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan (TX) 1,306 · 0 off
- Sarnova Hc, LLC Profit Sharing Plan and Trust (OH) 1,306 · 0 off
- Beverage Distribution Savings Plan (NJ) 1,306 · 0 off
- Salem Media Group, Inc. Employees 401(k) Plan (CA) 1,305 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.