Volta Charging Industries, LLC Retirement Trust

401(k) · DOL Form 5500 · 2024

What the Filing Says About Volta Charging Industries, LLC Retirement Trust

Volta Charging Industries, LLC Retirement Trust is a 401(k) retirement plan sponsored by Volta Charging Industries, LLC, headquartered in California. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 160 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 872637400, and the plan has been effective since 2022-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets edged up modestly from $14M at the beginning of 2024 to $14M at year-end - up 1.7%. Net assets (after liabilities) closed the year at $14M, with reported net income of $239K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Volta Charging Industries, LLC has on file with PlainRetire (2023-2024), sponsor-wide plan assets have moved from $14M to $14M, a gain of 1.7%, while reported participants moved from 237 to 160 (-32.5%). Year-by-year, sponsor-wide filings show: 2023 - $14M in assets across 1 plan covering 237 participants; 2024 - $14M in assets across 1 plan covering 160 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Volta Charging Industries, LLC Retirement Trust against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.