401(k) · DOL Form 5500 · 2024
Volume Rate Liquors Inc. 401(k) Plan
Data updated 2026-08-25
- $788K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $197,048
- Avg per participant Above avg balance/head
Official DOL plan name: Volume Rate Liquors Inc. 401(k) Plan · Sponsored by Volume Rate Liquors Inc. · Colorado · Retail Trade
$788K in assets, 4 participants
Volume Rate Liquors Inc.'s Volume Rate Liquors Inc. 401(k) Plan reported $788K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,659 in Retail Trade (8,048 peers)
Volume Rate Liquors Inc. multi-year trail
Volume Rate Liquors Inc.'s plans moved +146.8% in assets from 2022 to 2024; this filing shows Volume Rate Liquors Inc. 401(k) Plan at $788K / 4 participants.
- #2,659
- in Retail Trade (8,048 peers)
- -2.4%
- assets change YoY
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Volume Rate Liquors Inc. 401(k) Plan among the smaller filed plans by assets
Volume Rate Liquors Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$788,193 21st percentile higher than 21% 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
Volume Rate Liquors Inc. 401(k) 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. Volume Rate Liquors Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Volume Rate Liquors Inc. 401(k) Plan reported net income fell from $488K in the plan year 2023 filing to -$19K in the plan year 2024 filing.
- Volume Rate Liquors Inc. 401(k) Plan end-of-year assets fell from $807K in the plan year 2023 filing to $788K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 810768226 · Volume Rate Liquors Inc. PY 2024 · 401(k)
Volume Rate Liquors Inc. 401(k) Plan · $788K · 4 · 21st
- PHOTO $788K
- PHOTO 4
- PHOTO 21st
- PHOTO 401(k)
- PHOTO near Marshall & Sterling Pooled Employer Plan
- PHOTO ind #2659
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 Retail Trade retirement plans → · Plans in Colorado →
Volume Rate Liquors Inc. 401(k) Plan in the asset neighbourhood
Volume Rate Liquors Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Volume Rate Liquors Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $788K 146.79232876712328% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $319K |
| 2023 | 1 | 4 | $807K |
| 2024 | 1 | 4 | $788K |
Volume Rate Liquors Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $807K |
|---|---|
| Net Assets (End of Year) | $788K |
| Net Income | -$19K |
| Employer EIN | 810768226 |
| Plan Effective Date | 2015-12-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Volume Rate Liquors Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Marshall & Sterling Pooled Employer Plan in CA ($788K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($788K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.