401(k) · DOL Form 5500 · 2024

Vega Fonrodona & Associates Corp. 401(k) Plan

Data updated 2026-08-11

$174K
Total assets
3
Participants
9th
Percentile by assets
$58,084
Avg per participant
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Official DOL plan name: Vega Fonrodona & Associates Corp. 401(k) Plan · Sponsored by Vega Fonrodona & Associates Corp. · Florida · Other Services

$174K in assets, 3 participants

Vega Fonrodona & Associates Corp.'s Vega Fonrodona & Associates Corp. 401(k) Plan reported $174K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • 9th percentile by assets (of 123,622 plans)
  • #1,572 in Other Services (7,719 peers)

Vega Fonrodona & Associates Corp. multi-year trail

Vega Fonrodona & Associates Corp.'s plans moved -10.7% in assets from 2022 to 2024; this filing shows Vega Fonrodona & Associates Corp. 401(k) Plan at $174K / 3 participants.

$174K
total plan assets (2024 EOY)
3
covered participants
9th
percentile by assets (of 123,622 plans)
$58,084
avg assets per participant

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Vega Fonrodona & Associates Corp. 401(k) Plan sits by total assets

Vega Fonrodona & Associates Corp. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$174,251 9th percentile higher than 9% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vega Fonrodona & Associates Corp. 401(k) Plan reported net income fell from -$3K in the plan year 2023 filing to -$18K in the plan year 2024 filing.
  • Vega Fonrodona & Associates Corp. 401(k) Plan reported participants rose from 1 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Vega Fonrodona & Associates Corp. 401(k) Plan end-of-year assets fell from $192K in the plan year 2023 filing to $174K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Vega Fonrodona & Associates Corp. across 3 plan years on file

Across the 3 plan years Vega Fonrodona & Associates Corp. has on file (2022-2024), sponsor-wide plan assets have moved from $195K to $174K, a decline of 10.7%, while reported participants moved from 1 to 3 (+200.0%). Peak year by sponsor assets: 2022 ($195K); trough: 2024 ($174K).

Vega Fonrodona & Associates Corp. multi-year asset trail

$0.16M$0.17M$0.18M$0.19M$0.2M$0.21M 202220232024 $0.2M $0.17M ▼ -15.0%
Total plan assets by year, all Vega Fonrodona & Associates Corp. plans on file
Year Plans Participants Total Assets
2022 1 1 $195K
2023 1 1 $192K
2024 1 3 $174K

Vega Fonrodona & Associates Corp. filing trail (2024)

Total Assets (Beginning of Year)$192K
Net Assets (End of Year)$174K
Net Income-$18K
Employer EIN873292037
Plan Effective Date2021-10-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Vega Fonrodona & Associates Corp. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Vega Fonrodona & Ass…, Total assets ($B): 0.000174251 · Participants: 3Vega Fonrodona & Ass…L3harris Retirement …, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc.…
Vega Fonrodona & Associates Corp. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Vega Fonrodona & Associates Corp. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Vega Fonrodona & Associates Corp. 401(k) Plan assets move in 2024?
Vega Fonrodona & Associates Corp. 401(k) Plan pulled back noticeably - down 9.4% during 2024, from $192K to $174K. Reported net income was -$18K.
How have Vega Fonrodona & Associates Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Vega Fonrodona & Associates Corp.'s sponsor-wide assets declined 10.7%, from $195K to $174K.
Where does Vega Fonrodona & Associates Corp. 401(k) Plan rank by assets among Form 5500 filers?
Vega Fonrodona & Associates Corp. 401(k) Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Vega Fonrodona & Associates Corp. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Vuca Enterprises, Inc. 401(k) Profit Sharing Plan in IL ($174K, 1 participant).

Next read for Vega Fonrodona & Associates Corp. 401(k)…

Multi-year trail

Ways to act on Vega Fonrodona & Associates Corp. 401(k) Plan's numbers.

  • By total assets, Vega Fonrodona & Associates Corp. 401(k) Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
  • Vega Fonrodona & Associates Corp.'s sponsor-wide assets have declined 10.7% since 2022 across 3 plan years on file. More Other Services plans