401(k) · DOL Form 5500 · 2022

Bogart Associates of Northern Virginia, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
164
Participants Small participant base
84th
Percentile by assets National rank
$202,911
Avg per participant Above avg balance/head
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Official DOL plan name: Bogart Associates of Northern Virginia, LLC 401(k) Plan · Sponsored by Bogart Associates of Northern Virginia, LLC · Virginia · Professional & Technical Services

$33M in assets, 164 participants

Bogart Associates of Northern Virginia, LLC's Bogart Associates of Northern Virginia, LLC 401(k) Plan reported $33M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,260 in Professional & Technical Services (21,562 peers)

Coverage in Virginia

Bogart Associates of Northern Virginia, LLC 401(k) Plan covers 164 participants in Virginia, about 21% of the average Virginia filer (state average ~782 per filing). Assets: $33M.

#18,260
in Professional & Technical Services (21,562 peers)
+46.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bogart Associates of Northern Virginia, LLC 401(k) Plan's outsized position by total assets

Bogart Associates of Northern Virginia, LLC 401(k) Plan vs every filed plan by assets

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

$33,277,374 Top 16% higher than 84% 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

Bogart Associates of Northern Virginia, LLC 401(k) 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. Bogart Associates of Northern Virginia, LLC 401(k) Plan sits mid-pack in the medium band (164 participants).

DOL schedule card

Filing strip 432012065 · Bogart Associates of Northern Virginia, LLC PY 2022 · 401(k)

Bogart Associates of Northern Virginia, LLC 401(k) Plan · $33M · 164 · 84th

  • TYPE $33M
  • TYPE 164
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Superior Group of Companies, Inc. 401(k) Plan
  • TYPE ind #18260

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 →

Bogart Associates of Northern Virginia, LLC 401(k) Plan in the asset neighbourhood

Bogart Associates of Northern Virginia, LLC 401(k) PlanBogart Associates of Norther…$33MSuperior Group of Companies, Inc. 401(k) PlanSuperior Group of Companies,…$33MSangoma US Inc. 401(k) Plan$33MCarmel Partners, LLC 401(k) Profit Sharing PlanCarmel Partners, LLC 401(k) …$33MSing Tao USA Group Profit Sharing PlanSing Tao USA Group Profit Sh…$33M
End-of-year total assets ($M) among Bogart Associates of Northern Virginia, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN432012065
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bogart Associates of Northern Virginia, LLC)

Sponsor-wide plan assets over time

All Bogart Associates of Northern Virginia, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 44.919542028767054% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.3M $48.2M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 164 $33M
2023 1 268 $41M
2024 1 252 $48M

Nearby 401(k) Plans in Virginia

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

Bogart Associates of Northern Virginia, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Bogart Associates of Northern Virginia, LLC 401(k) Plan, Total assets ($B): 0.033277374 · Participants: 164Bogart Associates of Northern Virginia, LLC 401(k) PlanNorthrop 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
Bogart Associates of Northern Virginia, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Bogart Associates of Northern Virginia, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Superior Group of Companies, Inc. 401(k) Plan in FL ($33M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Bogart Associates of Northern Virginia, LLC 401(k) Plan assets move in 2022?
Bogart Associates of Northern Virginia, LLC 401(k) Plan surged - up 46.1% during 2022, from $23M to $33M. Reported net income was $3M.
How have Bogart Associates of Northern Virginia, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Bogart Associates of Northern Virginia, LLC's sponsor-wide assets grew 44.9%, from $33M to $48M.
Where does Bogart Associates of Northern Virginia, LLC 401(k) Plan rank by assets among Form 5500 filers?
Bogart Associates of Northern Virginia, LLC 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bogart Associates of Northern Virginia, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Superior Group of Companies, Inc. 401(k) Plan in FL ($33M, 533 participants).
Which 401(k) plans cover a similar participant headcount to Bogart Associates of Northern Virginia, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants, N/A in assets).