401(k) · DOL Form 5500 · 2024
J. Spargo & Associates, Inc.Dba 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 139
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $98,236
- Avg per participant Below avg balance/head
Official DOL plan name: Spargo, Inc. 401(k) Retirement Plan · Sponsored by J. Spargo & Associates, Inc.Dba · Virginia · Administrative & Support Services
$14M in assets, 139 participants
J. Spargo & Associates, Inc.Dba's Spargo, Inc. 401(k) Retirement Plan reported $14M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,474 in Administrative & Support Services (4,368 peers)
Coverage in Virginia
Spargo, Inc. 401(k) Retirement Plan covers 139 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $14M.
- #3,474
- in Administrative & Support Services (4,368 peers)
- +21.5%
- assets growth YoY
Spargo, Inc. 401(k) Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers
Spargo, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,654,757 Top 38% higher than 62% 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
Spargo, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spargo, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spargo, Inc. 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Spargo, Inc. 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Spargo, Inc. 401(k) Retirement Plan reported participants rose from 127 in the plan year 2023 filing to 139 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 591894179 · J. Spargo & Associates, Inc.Dba PY 2024 · 401(k)
Spargo, Inc. 401(k) Retirement Plan · $14M · 139 · 62nd
- ASSETS $14M
- PCT 139
- EIN 62nd
- RANK 401(k)
- PHOTO near Jet Access Team Solutions, LLC 401(k) Plan
- IND ind #3474
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 Administrative & Support Services retirement plans → · Plans in Virginia →
Spargo, Inc. 401(k) Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 591894179 |
| Plan Effective Date | 1989-04-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J. Spargo & Associates, Inc.Dba)
Sponsor-wide plan assets over time
All J. Spargo & Associates, Inc.Dba plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 49.039363901117746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $9M |
| 2023 | 1 | 127 | $11M |
| 2024 | 1 | 139 | $14M |
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
Spargo, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Jet Access Team Solutions, LLC 401(k) Plan in IN ($14M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Minamyer Residential 401(k) Plan (OH) 139 · 0 off
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 139 · 0 off
- Home Buys LLC 401(k) Profit Sharing Plan & Trust (OH) 139 · 0 off
- K5 Corporation Retirement Savings Plan (MA) 139 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.