401(k) · DOL Form 5500 · 2024

Joseph L. Vozza Agency, Inc. T/a the Vozza Agency 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
36th
Percentile by assets National rank
$494,683
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: The Vozza Agency 401(k) Plan · Sponsored by Joseph L. Vozza Agency, Inc. T/a the Vozza Agency · New Jersey · Finance & Insurance

$3M in assets, 7 participants

Joseph L. Vozza Agency, Inc. T/a the Vozza Agency's The Vozza Agency 401(k) Plan reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,038 in Finance & Insurance (8,549 peers)

2024 asset change

The Vozza Agency 401(k) Plan grew at a solid clip 11.9% in 2024 ($3M → $3M) for 7 participants.

#2,038
in Finance & Insurance (8,549 peers)
+11.9%
assets growth YoY

The Vozza Agency 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Vozza Agency 401(k) Plan vs every filed plan by assets

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

$3,462,778 36th percentile higher than 36% 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

The Vozza Agency 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. The Vozza Agency 401(k) Plan is a micro filing (7 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 221555990 · Joseph L. Vozza Agency, Inc. T/a the Vozza Agency PY 2024 · 401(k)

The Vozza Agency 401(k) Plan · $3M · 7 · 36th

  • 5500 $3M
  • 5500 7
  • 5500 36th
  • 5500 401(k)
  • 5500 near Mother's Nutritional Center 401(k) Plan
  • 5500 ind #2038

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 Finance & Insurance retirement plans → · Plans in New Jersey →

The Vozza Agency 401(k) Plan in the asset neighbourhood

The Vozza Agency 401(k) Plan$3MMother's Nutritional Center 401(k) PlanMother's Nutritional Center …$3MAnderson Hicks Group LLC Profit Sharing PlanAnderson Hicks Group LLC Pro…$3MLogix Sales & Marketing 401(k) PlanLogix Sales & Marketing 401(…$3MMahoning Valley Dental Service, Inc. 401(k) PlanMahoning Valley Dental Servi…$3M
End-of-year total assets ($M) among The Vozza Agency 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$367K
Employer EIN221555990
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

The Vozza Agency 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Vozza Agency 401(k) Plan, Total assets ($B): 0.003462778 · Participants: 7The Vozza Agency 401(k) PlanJPMorgan 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
The Vozza Agency 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare The Vozza Agency 401(k) Plan side-by-side with 3 peers →

The Vozza Agency 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Mother's Nutritional Center 401(k) Plan in CA ($3M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 The Vozza Agency 401(k) Plan assets move in 2024? ▼
The Vozza Agency 401(k) Plan grew at a solid clip - up 11.9% during 2024, from $3M to $3M. Reported net income was $367K.
Which 401(k) plans are similar in size to The Vozza Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mother's Nutritional Center 401(k) Plan in CA ($3M, 526 participants).
Which 401(k) plans cover a similar participant headcount to The Vozza Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 221555990.

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.