401(k) · DOL Form 5500 · 2024

Volato, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
273
Participants Below avg headcount
46th
Percentile by assets National rank
$22,320
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Volato Inc. 401(k) Plan · Sponsored by Volato, Inc. · Georgia · Transportation & Warehousing

$6M in assets, 273 participants

Volato, Inc.'s Volato Inc. 401(k) Plan reported $6M in total assets and 273 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,542 in Transportation & Warehousing (3,299 peers)

Coverage in Georgia

Volato Inc. 401(k) Plan covers 273 participants in Georgia, about 25% of the average Georgia filer (state average ~1,096 per filing). Assets: $6M.

#1,542
in Transportation & Warehousing (3,299 peers)
+14.4%
assets growth YoY

Volato Inc. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Volato Inc. 401(k) Plan vs every filed plan by assets

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

$6,093,430 46th percentile higher than 46% 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

Volato Inc. 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. Volato Inc. 401(k) Plan sits mid-pack in the medium band (273 participants).

EBSA filing schedule strip

Filing strip 861320997 · Volato, Inc. PY 2024 · 401(k)

Volato Inc. 401(k) Plan · $6M · 273 · 46th

  • EOY $6M
  • EOY 273
  • EOY 46th
  • EOY 401(k)
  • EOY near Harmony Bank 401(k) Plan
  • EOY ind #1542

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 Georgia →

Volato Inc. 401(k) Plan in the asset neighbourhood

Volato Inc. 401(k) Plan$6MHarmony Bank 401(k) Plan$6MRetirement Income Security Plan-Midwest Floor Coverings, Inc.Retirement Income Security P…$6MWeinstein Appraisal Group, Inc. Profit Sharing PlanWeinstein Appraisal Group, I…$6MBluegrass Ingredients, Inc. 401(k) PlanBluegrass Ingredients, Inc. …$6M
End-of-year total assets ($M) among Volato Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$766K
Employer EIN861320997
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Volato Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Volato Inc. 401(k) Plan, Total assets ($B): 0.00609343 · Participants: 273Volato Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Volato Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Volato Inc. 401(k) Plan side-by-side with 3 peers →

Volato Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Harmony Bank 401(k) Plan in TX ($6M); by covered participants it is Preferred Beef Group, LP 401(k) Plan in TX (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Volato Inc. 401(k) Plan assets move in 2024? ▼
Volato Inc. 401(k) Plan grew at a solid clip - up 14.4% during 2024, from $5M to $6M. Reported net income was $766K.
Which 401(k) plans are similar in size to Volato Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harmony Bank 401(k) Plan in TX ($6M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Volato Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Beef Group, LP 401(k) Plan in TX (273 participants, $1M 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 861320997.

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.