401(k) · DOL Form 5500 · 2024

Vargo Associates 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
30th
Percentile by assets National rank
$195,162
Avg per participant Above avg balance/head
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Official DOL plan name: Vargo Associates 401(k) · Sponsored by Vargo Associates · New Jersey · Professional & Technical Services

$2M in assets, 11 participants

Vargo Associates's Vargo Associates 401(k) reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,252 in Professional & Technical Services (20,173 peers)

Vargo Associates multi-year trail

Vargo Associates's plans moved +108.2% in assets from 2022 to 2024; this filing shows Vargo Associates 401(k) at $2M / 11 participants.

#5,252
in Professional & Technical Services (20,173 peers)
+31.8%
assets growth YoY

Vargo Associates 401(k) among the smaller filed plans by assets

Vargo Associates 401(k) vs every filed plan by assets

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

$2,146,783 30th percentile higher than 30% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Vargo Associates 401(k) among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vargo Associates 401(k) is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vargo Associates 401(k) end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Vargo Associates 401(k) reported net income fell from $597K in the plan year 2023 filing to $519K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 223409016 · Vargo Associates PY 2024 · 401(k)

Vargo Associates 401(k) · $2M · 11 · 30th

  • TYPE $2M
  • NET 11
  • BOOK 30th
  • VS-ST 401(k)
  • BOY near Globe Iron Foundry, Inc. 401(k) Plan
  • SCH ind #5252

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 New Jersey →

Vargo Associates 401(k) in the asset neighbourhood

Vargo Associates 401(k)$2MGlobe Iron Foundry, Inc. 401(k) PlanGlobe Iron Foundry, Inc. 401…$2MRochelle Leigh Group LLC 401(k) Profit Sharing Plan & TrustRochelle Leigh Group LLC 401…$2MBlg Logistics Inc. 401(k) Profit Sharing PlanBlg Logistics Inc. 401(k) Pr…$2MAlbert D. Seeno Construction Company Inc. 401(k) PlanAlbert D. Seeno Construction…$2M
End-of-year total assets ($M) among Vargo Associates 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vargo Associates multi-year asset trail

Sponsor-wide plan assets over time

All Vargo Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 108.23710972207672% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.03M $2.15M ▲ +108.7%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 11 $2M
2024 1 11 $2M

Vargo Associates filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$519K
Employer EIN223409016
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Vargo Associates 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Vargo Associates 401(k), Total assets ($B): 0.002146783 · Participants: 11Vargo Associates 401(k)JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Vargo Associates 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Vargo Associates 401(k) side-by-side with 3 peers →

Vargo Associates 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Globe Iron Foundry, Inc. 401(k) Plan in CA ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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.

Frequently Asked Questions

How did Vargo Associates 401(k) assets move in 2024? ▼
Vargo Associates 401(k) surged - up 31.8% during 2024, from $2M to $2M. Reported net income was $519K.
How have Vargo Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vargo Associates's sponsor-wide assets grew 108.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Vargo Associates 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Globe Iron Foundry, Inc. 401(k) Plan in CA ($2M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Vargo Associates 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223409016.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.