401(k) · DOL Form 5500 · 2024
Zaugg Financial Group Inc 401(k) Plan
Data updated 2026-08-25
- $77K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $38,518
- Avg per participant Low balance/head
Official DOL plan name: Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Zaugg Financial Group Inc · Virginia · Professional & Technical Services
$77K in assets, 2 participants
Zaugg Financial Group Inc's Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust reported $77K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.
- #902 in Professional & Technical Services (20,173 peers)
Zaugg Financial Group Inc multi-year trail
Zaugg Financial Group Inc's plans moved -65.3% in assets from 2022 to 2024; this filing shows Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust at $77K / 2 participants.
- #902
- in Professional & Technical Services (20,173 peers)
- +137.7%
- assets growth YoY
Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,035 5th percentile higher than 5% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $32K in the plan year 2023 filing to $77K in the plan year 2024 filing.
- Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$190K in the plan year 2023 filing to $45K in the plan year 2024 filing.
- Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 541818996 · Zaugg Financial Group Inc PY 2024 · 401(k)
Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust · $77K · 2 · 5th
- RANK $77K
- RANK 2
- RANK 5th
- RANK 401(k)
- RANK near Profit Services 401(k) Trust
- RANK ind #902
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 →
Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Zaugg Financial Group Inc multi-year asset trail
Sponsor-wide plan assets over time
All Zaugg Financial Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $77K 65.29908061820655% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $222K |
| 2023 | 1 | 1 | $32K |
| 2024 | 1 | 2 | $77K |
Zaugg Financial Group Inc filing trail (2024)
| Total Assets (Beginning of Year) | $32K |
|---|---|
| Net Assets (End of Year) | $77K |
| Net Income | $45K |
| Employer EIN | 541818996 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Zaugg Financial Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Profit Services 401(k) Trust in ND ($77K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77K here).
- Profit Services 401(k) Trust (ND) $77K · N/A
- Void Ventures Investment Plan (CA) $77K · N/A
- Family Medical Center Retirement Plan (WI) $77K · 15
- Cardenas Enterprises Retirement Plan (GA) $77K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
- Premier Martial Arts 401(k) Trust (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.