401(k) · DOL Form 5500 · 2022

Varney Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
136
Participants Small participant base
61st
Percentile by assets National rank
$61,738
Avg per participant Low balance/head
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Official DOL plan name: Varney Agency Retirement Savings Plan · Sponsored by Varney Agency, Inc. · Maine · Finance & Insurance

$8M in assets, 136 participants

Varney Agency, Inc.'s Varney Agency Retirement Savings Plan reported $8M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,138 in Finance & Insurance (9,261 peers)

Coverage in Maine

Varney Agency Retirement Savings Plan covers 136 participants in Maine, about 29% of the average Maine filer (state average ~472 per filing). Assets: $8M.

#4,138
in Finance & Insurance (9,261 peers)
-8.6%
assets change YoY

The plan reported a net loss of $789K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Varney Agency Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Varney Agency Retirement Savings Plan vs every filed plan by assets

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

$8,396,370 Top 39% higher than 61% 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

Varney Agency Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Varney Agency Retirement Savings Plan sits mid-pack in the medium band (136 participants).

EBSA filing schedule strip

Filing strip 010379093 · Varney Agency, Inc. PY 2022 · 401(k)

Varney Agency Retirement Savings Plan · $8M · 136 · 61st

  • NET $8M
  • NET 136
  • NET 61st
  • NET 401(k)
  • NET near United Dairy, Inc. 401(k) Plan
  • NET ind #4138

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 Finance & Insurance retirement plans → · Plans in Maine →

Varney Agency Retirement Savings Plan in the asset neighbourhood

Varney Agency Retirement Savings PlanVarney Agency Retirement Sav…$8MUnited Dairy, Inc. 401(k) PlanUnited Dairy, Inc. 401(k) Pl…$8MNational Grain and Feed Association 401(k) PlanNational Grain and Feed Asso…$8MInternational Coatings Co., Inc. 401(k) PlanInternational Coatings Co., …$8MConveyor Handling Co., Inc. 401(k) Profit Sharing PlanConveyor Handling Co., Inc. …$8M
End-of-year total assets ($M) among Varney Agency Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maine filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$789K
Employer EIN010379093
Plan Effective Date2012-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Varney Agency, Inc.)

Sponsor-wide plan assets over time

All Varney Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 45.79632626956649% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.4M $12.2M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 136 $8M
2023 1 140 $10M
2024 1 143 $12M

Nearby 401(k) Plans in Maine

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

Varney Agency Retirement Savings Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Varney Agency Retirement Savings Plan, Total assets ($B): 0.00839637 · Participants: 136Varney Agency Retirement Savings PlanTd 401(k) Retirement Plan, Total assets ($B): 4.082814523 · Participants: 26725Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 1.823433108 · Participants: 9051Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 0.833975444 · Participants: 6436Idexx Retirement and Incentive Savings PlanHannaford Bros. Co., LLC Retirement Savings Plan, Total assets ($B): 0.831539018 · Participants: 28776Hannaford Bros. Co., LLC Retirement Savings PlanThe Cianbro Team Equity Plan, Total assets ($B): 0.624114187 · Participants: 2575The Cianbro Team Equity Plan
Varney Agency Retirement Savings Plan vs. nearby 401(k) plans in Maine, assets vs. participants

Varney Agency Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is United Dairy, Inc. 401(k) Plan in OH ($8M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Varney Agency Retirement Savings Plan assets move in 2022?
Varney Agency Retirement Savings Plan pulled back noticeably - down 8.6% during 2022, from $9M to $8M. Reported net income was -$789K.
How have Varney Agency, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Varney Agency, Inc.'s sponsor-wide assets grew 45.8%, from $8M to $12M.
Which 401(k) plans are similar in size to Varney Agency Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is United Dairy, Inc. 401(k) Plan in OH ($8M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Varney Agency Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants, N/A in assets).