401(k) · DOL Form 5500 · 2022

Zaugg Financial Group Inc 401(k) Plan

Data updated 2026-08-25

$222K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$73,999
Avg per participant Below avg balance/head
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Official DOL plan name: Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Zaugg Financial Group Inc · Virginia · Professional & Technical Services

$222K in assets, 3 participants

Zaugg Financial Group Inc's Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust reported $222K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #2,006 in Professional & Technical Services (21,562 peers)

Zaugg Financial Group Inc multi-year trail

Zaugg Financial Group Inc's plans moved -65.3% in assets from 2022 to 2024; this filing shows Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust at $222K / 3 participants.

#2,006
in Professional & Technical Services (21,562 peers)
-3.9%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$221,997 11th percentile higher than 11% of 139,123 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 2022

Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 541818996 · Zaugg Financial Group Inc PY 2022 · 401(k)

Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust · $222K · 3 · 11th

  • IND $222K
  • EOY 3
  • 5500 11th
  • ASSETS 401(k)
  • PCT near Sb2 Retirement Plan
  • EIN ind #2006

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Zaugg Financial Group Inc 401(k) Profit Sharing Plan & TrustZaugg Financial Group Inc 40…$222KSb2 Retirement Plan$222KMad Dog Variety, Inc. 401(k) PlanMad Dog Variety, Inc. 401(k)…$222KProline Equipment Services Inc 401(k) Profit Sharing Plan & TrustProline Equipment Services I…$222KBarrett-Brown Group Corp. 401(k) Profit Sharing PlanBarrett-Brown Group Corp. 40…$222K
End-of-year total assets ($M) among Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Zaugg Financial Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All Zaugg Financial Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$77K 65.29908061820655% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.22M $0.08M ▼ -63.6%
Year Plans Participants Total Assets
2022 1 3 $222K
2023 1 1 $32K
2024 1 2 $77K

Zaugg Financial Group Inc filing trail (2022)

Total Assets (Beginning of Year)$231K
Net Assets (End of Year)$222K
Net Income-$9K
Employer EIN541818996
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000221997 · Participants: 3Zaugg Financial Group Inc 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Sb2 Retirement Plan in OH ($222K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust edged down modestly - down 3.9% during 2022, from $231K to $222K. Reported net income was -$9K.
How have Zaugg Financial Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zaugg Financial Group Inc's sponsor-wide assets declined 65.3%, from $222K to $77K.
Where does Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sb2 Retirement Plan in OH ($222K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541818996.

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.