401(k) · DOL Form 5500 · 2023
Van Wagner Group, LLC 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 147
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $220,322
- Avg per participant Above avg balance/head
Official DOL plan name: Van Wagner Group, LLC Retirement Savings Plan · Sponsored by Van Wagner Group, LLC · New York · Real Estate
$32M in assets, 147 participants
Van Wagner Group, LLC's Van Wagner Group, LLC Retirement Savings Plan reported $32M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #4,325 in Real Estate (4,727 peers)
Coverage in New York
Van Wagner Group, LLC Retirement Savings Plan covers 147 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $32M.
- #4,325
- in Real Estate (4,727 peers)
- +17.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Van Wagner Group, LLC Retirement Savings Plan's outsized position by total assets
Van Wagner Group, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,387,390 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Van Wagner Group, LLC Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Van Wagner Group, LLC Retirement Savings Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Van Wagner Group, LLC Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Van Wagner Group, LLC Retirement Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Van Wagner Group, LLC Retirement Savings Plan reported participants rose from 140 in the plan year 2022 filing to 147 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 471648255 · Van Wagner Group, LLC PY 2023 · 401(k)
Van Wagner Group, LLC Retirement Savings Plan · $32M · 147 · 80th
- EBSA $32M
- EBSA 147
- EBSA 80th
- EBSA 401(k)
- EBSA near Audiocodes, Inc. 401(k) Plan
- EBSA ind #4325
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 Real Estate retirement plans → · Plans in New York →
Van Wagner Group, LLC Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 471648255 |
| Plan Effective Date | 1996-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Van Wagner Group, LLC)
Sponsor-wide plan assets over time
All Van Wagner Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 34.25506698163158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $28M |
| 2023 | 1 | 147 | $32M |
| 2024 | 1 | 167 | $37M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Van Wagner Group, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Audiocodes, Inc. 401(k) Plan in NJ ($32M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Audiocodes, Inc. 401(k) Plan (NJ) $32M · 198
- Marine Credit Union 401(k) Plan (WI) $32M · 435
- Husch Blackwell LLP Associate 401(k) Plan (MO) $32M · 359
- Tangram Interiors Employees Retirement Plan (CA) $32M · 378
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.