401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$41M
Total assets Below avg plan size
268
Participants Below avg headcount
83rd
Percentile by assets National rank
$154,688
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

$41M in assets, 268 participants

Bogart Associates of Northern Virginia, LLC's Bogart Associates of Northern Virginia, LLC 401(k) Plan reported $41M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,133 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Bogart Associates of Northern Virginia, LLC 401(k) Plan covers 268 participants in Virginia, about 34% of the average Virginia filer (state average ~782 per filing). Assets: $41M.

#17,133
in Professional & Technical Services (20,321 peers)
+24.6%
assets growth YoY
0.4×
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 2023 · DOL Form 5500

$41,456,390 Top 17% higher than 83% 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

Bogart Associates of Northern Virginia, LLC 401(k) 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. Bogart Associates of Northern Virginia, LLC 401(k) Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bogart Associates of Northern Virginia, LLC 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bogart Associates of Northern Virginia, LLC 401(k) Plan reported participants rose from 164 in the plan year 2022 filing to 268 in the plan year 2023 filing.
  • Bogart Associates of Northern Virginia, LLC 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 432012065 · Bogart Associates of Northern Virginia, LLC PY 2023 · 401(k)

Bogart Associates of Northern Virginia, LLC 401(k) Plan · $41M · 268 · 83rd

  • TYPE $41M
  • NET 268
  • BOOK 83rd
  • VS-ST 401(k)
  • BOY near J.W. Speaker Corporation 401 (K) Plan
  • SCH ind #17133

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…$41MJ.W. Speaker Corporation 401 (K) PlanJ.W. Speaker Corporation 401…$41MCapstone 401(k) Plan$41MWestcore Europe, LLC Retirement Savings PlanWestcore Europe, LLC Retirem…$41MSatco, Inc. 401(k) Retirement PlanSatco, Inc. 401(k) Retiremen…$41M
End-of-year total assets ($M) among Bogart Associates of Northern Virginia, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$41M
Net Income$8M
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. -50000050000100000150000 -10010203040 Total assets ($B) Participants Bogart Associates of Northern Virginia, LLC 401(k) Plan, Total assets ($B): 0.04145639 · Participants: 268Bogart Associates of Northern Virginia, LLC 401(k) 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
Bogart Associates of Northern Virginia, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Bogart Associates of Northern Virginia, LLC 401(k) Plan side-by-side with 3 peers →

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 J.W. Speaker Corporation 401 (K) Plan in WI ($41M); by covered participants it is Patientpop Inc. Retirement Trust in CA (268 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Bogart Associates of Northern Virginia, LLC 401(k) Plan assets move in 2023? ▼
Bogart Associates of Northern Virginia, LLC 401(k) Plan grew sharply - up 24.6% during 2023, from $33M to $41M. Reported net income was $8M.
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 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 J.W. Speaker Corporation 401 (K) Plan in WI ($41M, 556 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 Patientpop Inc. Retirement Trust in CA (268 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 432012065.

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.