401(k) · DOL Form 5500 · 2023

J. Spargo & Associates, Inc.Dba 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
127
Participants Small participant base
61st
Percentile by assets National rank
$88,528
Avg per participant Below avg balance/head
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Official DOL plan name: Spargo, Inc. 401(k) Retirement Plan · Sponsored by J. Spargo & Associates, Inc.Dba · Virginia · Administrative & Support Services

$11M in assets, 127 participants

J. Spargo & Associates, Inc.Dba's Spargo, Inc. 401(k) Retirement Plan reported $11M in total assets and 127 participants in its 2023 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.

  • #3,445 in Administrative & Support Services (4,372 peers)

Coverage in Virginia

Spargo, Inc. 401(k) Retirement Plan covers 127 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: $11M.

#3,445
in Administrative & Support Services (4,372 peers)
+22.7%
assets growth YoY

Spargo, Inc. 401(k) Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Spargo, Inc. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,243,073 Top 39% higher than 61% of 127,068 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 2023

Spargo, Inc. 401(k) Retirement 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. Spargo, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spargo, Inc. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Spargo, Inc. 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Spargo, Inc. 401(k) Retirement Plan reported participants rose from 115 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591894179 · J. Spargo & Associates, Inc.Dba PY 2023 · 401(k)

Spargo, Inc. 401(k) Retirement Plan · $11M · 127 · 61st

  • PCT $11M
  • EIN 127
  • RANK 61st
  • PHOTO 401(k)
  • IND near Democracy Fund 401(k) Plan
  • EOY ind #3445

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 Administrative & Support Services retirement plans → · Plans in Virginia →

Spargo, Inc. 401(k) Retirement Plan in the asset neighbourhood

Blarney Castle Oil Co. 401(k) PlanBlarney Castle Oil Co. 401(k…$11MSpargo, Inc. 401(k) Retirement PlanSpargo, Inc. 401(k) Retireme…$11MDemocracy Fund 401(k) Plan$11MBancroft Implement, Inc. Retirement Savings PlanBancroft Implement, Inc. Ret…$11MPremier Anesthesia of Sandusky, Inc. Profit Sharing 401(k) PlanPremier Anesthesia of Sandus…$11M
End-of-year total assets ($M) among Spargo, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN591894179
Plan Effective Date1989-04-04
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Spargo & Associates, Inc.Dba)

Sponsor-wide plan assets over time

All J. Spargo & Associates, Inc.Dba plans reported in each filing year

Latest sponsor-wide plan assets
$14M 49.039363901117746% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.16M $13.7M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 115 $9M
2023 1 127 $11M
2024 1 139 $14M

Nearby 401(k) Plans in Virginia

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

Spargo, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Spargo, Inc. 401(k) Retirement Plan, Total assets ($B): 0.011243073 · Participants: 127Spargo, Inc. 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Spargo, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Spargo, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Spargo, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Democracy Fund 401(k) Plan in DC ($11M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Spargo, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Spargo, Inc. 401(k) Retirement Plan grew sharply - up 22.7% during 2023, from $9M to $11M. Reported net income was $2M.
How have J. Spargo & Associates, Inc.Dba plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Spargo & Associates, Inc.Dba's sponsor-wide assets grew 49.0%, from $9M to $14M.
Which 401(k) plans are similar in size to Spargo, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Democracy Fund 401(k) Plan in DC ($11M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Spargo, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591894179.

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.