401(k) · DOL Form 5500 · 2024

Volta Charging Industries, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
160
Participants Small participant base
63rd
Percentile by assets National rank
$89,311
Avg per participant Below avg balance/head
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Official DOL plan name: Volta Charging Industries, LLC Retirement Trust · Sponsored by Volta Charging Industries, LLC · California · Transportation & Warehousing

$14M in assets, 160 participants

Volta Charging Industries, LLC's Volta Charging Industries, LLC Retirement Trust reported $14M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #2,118 in Transportation & Warehousing (3,299 peers)

Coverage in California

Volta Charging Industries, LLC Retirement Trust covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $14M.

#2,118
in Transportation & Warehousing (3,299 peers)
+1.7%
assets growth YoY

Volta Charging Industries, LLC Retirement Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Volta Charging Industries, LLC Retirement Trust vs every filed plan by assets

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

$14,289,753 Top 37% higher than 63% 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

Volta Charging Industries, LLC Retirement Trust 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. Volta Charging Industries, LLC Retirement Trust sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Volta Charging Industries, LLC Retirement Trust reported net income fell from $3M in the plan year 2023 filing to $239K in the plan year 2024 filing.
  • Volta Charging Industries, LLC Retirement Trust reported participants fell from 237 in the plan year 2023 filing to 160 in the plan year 2024 filing.
  • Volta Charging Industries, LLC Retirement Trust end-of-year assets rose from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 872637400 · Volta Charging Industries, LLC PY 2024 · 401(k)

Volta Charging Industries, LLC Retirement Trust · $14M · 160 · 63rd

  • IND $14M
  • EOY 160
  • 5500 63rd
  • ASSETS 401(k)
  • PCT near L. B. White Profit Sharing Plan
  • EIN ind #2118

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 Transportation & Warehousing retirement plans → · Plans in California →

Volta Charging Industries, LLC Retirement Trust in the asset neighbourhood

Volta Charging Industries, LLC Retirement TrustVolta Charging Industries, L…$14ML. B. White Profit Sharing PlanL. B. White Profit Sharing P…$14MDan Cummins, Inc. 401(k) Plan$14MHerzog Transit Services, Inc. 401(k) Plan - UnionHerzog Transit Services, Inc…$14MAluma-Weld, Inc. 401(k) Profit Sharing Plan and TrustAluma-Weld, Inc. 401(k) Prof…$14M
End-of-year total assets ($M) among Volta Charging Industries, LLC Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$239K
Employer EIN872637400
Plan Effective Date2022-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Volta Charging Industries, LLC)

Sponsor-wide plan assets over time

All Volta Charging Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 1.7038428276235258% vs 2023
2024 filing year
$14M$14.1M$14.2M$14.3M$14.4M 20232024 $14.1M $14.3M ▲ +1.7%
Year Plans Participants Total Assets
2023 1 237 $14M
2024 1 160 $14M

Nearby 401(k) Plans in California

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

Volta Charging Industries, LLC Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Volta Charging Industries, LLC Retirement Trust, Total assets ($B): 0.014289753 · Participants: 160Volta Charging Industries, LLC Retirement TrustGoogle 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
Volta Charging Industries, LLC Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants

Volta Charging Industries, LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is L. B. White Profit Sharing Plan in WI ($14M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Volta Charging Industries, LLC Retirement Trust assets move in 2024?
Volta Charging Industries, LLC Retirement Trust edged up modestly - up 1.7% during 2024, from $14M to $14M. Reported net income was $239K.
How have Volta Charging Industries, LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Volta Charging Industries, LLC's sponsor-wide assets grew 1.7%, from $14M to $14M.
Which 401(k) plans are similar in size to Volta Charging Industries, LLC Retirement Trust?
Among 401(k) plans in other states, the closest by assets is L. B. White Profit Sharing Plan in WI ($14M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Volta Charging Industries, LLC Retirement Trust?
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A in assets).