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
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
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.
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
| 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 EIN | 873292037 |
| Plan Effective Date | 2021-10-22 |
| Filing Status | FILING RECEIVED |
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Frequently Asked Questions
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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