Department of Labor filing

VOLPE DEDICATED, INC.

VOLPE DEDICATED, INC. 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2019

Public filing 2022 · received May 19, 2023Verified current terms Not available

Plan at a glance

How good does the filing look?

74filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$2,483

Reported employer contributions per active participant.

Higher than about 90% of comparable plans

#People in the filing

105

Active participants reported for 2022.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$129 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 36% of comparable plans

↗Investment performance

Not available

Plan assets changed 19.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202274out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions90th percentileTypical peer $810 · based on 562 comparable plans

Lower reported administrative expense36th percentileTypical peer $95 · based on 603 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2019, VOLPE DEDICATED, INC. reported $260,721 in employer contributions across the plan and 105 active participants. That works out to $2,483 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy76%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context74/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $260,721
Participant contributions: $118,682
Other contributions: Not reported
Employer share of reported contributions: 68.7%
Beginning assets: $2,515,437
Ending assets: $2,993,090
Ending net assets: $2,993,090
Ending liabilities: $0
Total income: $894,461
Total expenses: $416,808
Administrative expenses: $23,428
Participant loans: $104,343

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,483

Plan-paid administrative expenses per participant

2022

$129

Active participants

2022

105

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2022	$2,483	105	3M	20230519130344NAL0004560561001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 3.5%
Independent accountant’s opinion: Disclaimer of opinion Code 3
Late participant contributions reported: Yes
Public plan identifier: 204668255-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1993
Industry: Transportation and warehousing
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ACADIAN FUNDS	2022	Not reported	unknown
AMERICAN	2022	Not reported	unknown
BANK OF NEW YORK MELLON CORP	2022	Not reported	unknown
COLUMBIA	2022	Not reported	unknown
DAVIS	2022	Not reported	unknown
INVESCO	2022	Not reported	unknown
NORTHERN FUNDS	2022	Not reported	unknown
OAKMARK	2022	Not reported	unknown
OPPENHEIMER FUNDS	2022	Not reported	unknown
PIMCO	2022	Not reported	unknown
T. ROWE PRICE	2022	Not reported	unknown
THORNBURG	2022	Not reported	unknown

Current plan terms

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Filing ACK_ID20230519130344NAL0004560561001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗