401(k) · DOL Form 5500 · 2024
Vega Fonrodona & Associates Corp. 401(k) Plan
Data updated 2026-08-25
- $174K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $58,084
- Avg per participant Low balance/head
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.
- #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.
- #1,572
- in Other Services (7,719 peers)
- -9.4%
- assets change YoY
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.
Vega Fonrodona & Associates Corp. 401(k) Plan among the smaller filed plans by 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
Vega Fonrodona & Associates Corp. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vega Fonrodona & Associates Corp. 401(k) Plan is a micro filing (3 participants), the leftmost band.
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.
Published 5500 schedule card
Filing strip 873292037 · Vega Fonrodona & Associates Corp. PY 2024 · 401(k)
Vega Fonrodona & Associates Corp. 401(k) Plan · $174K · 3 · 9th
- PHOTO $174K
- IND 3
- EOY 9th
- 5500 401(k)
- ASSETS near Vuca Enterprises, Inc. 401(k) Profit Sharing Plan
- PCT ind #1572
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 Other Services retirement plans → · Plans in Florida →
Vega Fonrodona & Associates Corp. 401(k) Plan in the asset neighbourhood
Vega Fonrodona & Associates Corp. multi-year asset trail
Sponsor-wide plan assets over time
All Vega Fonrodona & Associates Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $174K 10.727953645403733% vs 2022
- 2024 filing year
| 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 |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Vega Fonrodona & Associates Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Vuca Enterprises, Inc. 401(k) Profit Sharing Plan in IL ($174K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($174K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.