401(k) · DOL Form 5500 · 2024

Bogart Associates of Northern Virginia, LLC 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
252
Participants Below avg headcount
84th
Percentile by assets National rank
$191,371
Avg per participant Above avg balance/head
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Official DOL plan name: Bogart Associates of Northern Virginia, LLC 401(k) Plan · Sponsored by Bogart Associates of Northern Virginia, LLC · Virginia · Professional & Technical Services

$48M in assets, 252 participants

Bogart Associates of Northern Virginia, LLC's Bogart Associates of Northern Virginia, LLC 401(k) Plan reported $48M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,045 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Bogart Associates of Northern Virginia, LLC 401(k) Plan covers 252 participants in Virginia, about 32% of the average Virginia filer (state average ~782 per filing). Assets: $48M.

#17,045
in Professional & Technical Services (20,173 peers)
+16.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bogart Associates of Northern Virginia, LLC 401(k) Plan's outsized position by total assets

Bogart Associates of Northern Virginia, LLC 401(k) Plan vs every filed plan by assets

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

$48,225,418 Top 16% higher than 84% 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

Bogart Associates of Northern Virginia, LLC 401(k) 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. Bogart Associates of Northern Virginia, LLC 401(k) Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bogart Associates of Northern Virginia, LLC 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Bogart Associates of Northern Virginia, LLC 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Bogart Associates of Northern Virginia, LLC 401(k) Plan reported participants fell from 268 in the plan year 2023 filing to 252 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 432012065 · Bogart Associates of Northern Virginia, LLC PY 2024 · 401(k)

Bogart Associates of Northern Virginia, LLC 401(k) Plan · $48M · 252 · 84th

  • IND $48M
  • EOY 252
  • 5500 84th
  • ASSETS 401(k)
  • PCT near Pip 401(k) Retirement Plan
  • EIN ind #17045

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 Virginia →

Bogart Associates of Northern Virginia, LLC 401(k) Plan in the asset neighbourhood

Wyanoke Deferred Compensation PlanWyanoke Deferred Compensatio…$48MBogart Associates of Northern Virginia, LLC 401(k) PlanBogart Associates of Norther…$48MPip 401(k) Retirement Plan$48MOnelegacy 403(b) Retirement PlanOnelegacy 403(b) Retirement …$48MThe Commodities Group 401(k) Plan and TrustThe Commodities Group 401(k)…$48M
End-of-year total assets ($M) among Bogart Associates of Northern Virginia, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$48M
Net Income$7M
Employer EIN432012065
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bogart Associates of Northern Virginia, LLC)

Sponsor-wide plan assets over time

All Bogart Associates of Northern Virginia, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 44.919542028767054% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.3M $48.2M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 164 $33M
2023 1 268 $41M
2024 1 252 $48M

Nearby 401(k) Plans in Virginia

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

Bogart Associates of Northern Virginia, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bogart Associates of Northern Virginia, LLC 401(k) Plan, Total assets ($B): 0.048225418 · Participants: 252Bogart Associates of Northern Virginia, LLC 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Bogart Associates of Northern Virginia, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Bogart Associates of Northern Virginia, LLC 401(k) Plan side-by-side with 3 peers →

Bogart Associates of Northern Virginia, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Pip 401(k) Retirement Plan in NY ($48M); by covered participants it is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Bogart Associates of Northern Virginia, LLC 401(k) Plan assets move in 2024? ▼
Bogart Associates of Northern Virginia, LLC 401(k) Plan grew sharply - up 16.3% during 2024, from $41M to $48M. Reported net income was $7M.
How have Bogart Associates of Northern Virginia, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bogart Associates of Northern Virginia, LLC's sponsor-wide assets grew 44.9%, from $33M to $48M.
Where does Bogart Associates of Northern Virginia, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Bogart Associates of Northern Virginia, LLC 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bogart Associates of Northern Virginia, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pip 401(k) Retirement Plan in NY ($48M, 937 participants).
Which 401(k) plans cover a similar participant headcount to Bogart Associates of Northern Virginia, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 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 432012065.

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.