401(k) · DOL Form 5500 · 2022

Vargo Associates 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
12
Participants Small participant base
25th
Percentile by assets National rank
$85,911
Avg per participant Below avg balance/head
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Official DOL plan name: Vargo Associates 401(k) · Sponsored by Vargo Associates · New Jersey · Professional & Technical Services

$1M in assets, 12 participants

Vargo Associates's Vargo Associates 401(k) reported $1M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,637 in Professional & Technical Services (21,562 peers)

Vargo Associates multi-year trail

Vargo Associates's plans moved +108.2% in assets from 2022 to 2024; this filing shows Vargo Associates 401(k) at $1M / 12 participants.

#4,637
in Professional & Technical Services (21,562 peers)
-36.9%
assets change YoY

The plan reported a net loss of $604K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vargo Associates 401(k) among the smaller filed plans by assets

Vargo Associates 401(k) vs every filed plan by assets

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

$1,030,932 25th percentile higher than 25% 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

Vargo Associates 401(k) among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vargo Associates 401(k) is a small filing (12 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 223409016 · Vargo Associates PY 2022 · 401(k)

Vargo Associates 401(k) · $1M · 12 · 25th

  • RANK $1M
  • PHOTO 12
  • IND 25th
  • EOY 401(k)
  • 5500 near Degraff, Foy & Kunz Profit Sharing Plan and Trust
  • ASSETS ind #4637

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 New Jersey →

Vargo Associates 401(k) in the asset neighbourhood

Vargo Associates 401(k)$1MDegraff, Foy & Kunz Profit Sharing Plan and TrustDegraff, Foy & Kunz Profit S…$1MVanport Warehousing, Inc. 401(k) PlanVanport Warehousing, Inc. 40…$1MGiacare, Inc. 401(k) Plan$1MKrystal Marcus 401(k) Plan$1M
End-of-year total assets ($M) among Vargo Associates 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Vargo Associates multi-year asset trail

Sponsor-wide plan assets over time

All Vargo Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 108.23710972207672% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.03M $2.15M ▲ +108.7%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 11 $2M
2024 1 11 $2M

Vargo Associates filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$604K
Employer EIN223409016
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Vargo Associates 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Vargo Associates 401(k), Total assets ($B): 0.001030932 · Participants: 12Vargo Associates 401(k)JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Vargo Associates 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants

Vargo Associates 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Degraff, Foy & Kunz Profit Sharing Plan and Trust in NY ($1M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Vargo Associates 401(k) assets move in 2022?
Vargo Associates 401(k) contracted severely - down 36.9% during 2022, from $2M to $1M. Reported net income was -$604K.
How have Vargo Associates plan assets changed over time?
Across 3 plan years on file (2022-2024), Vargo Associates's sponsor-wide assets grew 108.2%, from $1M to $2M.
Where does Vargo Associates 401(k) rank by assets among Form 5500 filers?
Vargo Associates 401(k) ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Vargo Associates 401(k)?
Among 401(k) plans in other states, the closest by assets is Degraff, Foy & Kunz Profit Sharing Plan and Trust in NY ($1M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Vargo Associates 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).