401(k) · DOL Form 5500 · 2024

Vp Compliance Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
93
Participants Small participant base
56th
Percentile by assets National rank
$107,495
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan · Sponsored by Vp Compliance Holdings, LLC · New York · Other Services

$10M in assets, 93 participants

Vp Compliance Holdings, LLC's Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan reported $10M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,749 in Other Services (7,719 peers)

Vp Compliance Holdings, LLC multi-year trail

Vp Compliance Holdings, LLC's plans moved +29.8% in assets from 2022 to 2024; this filing shows Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan at $10M / 93 participants.

#5,749
in Other Services (7,719 peers)
+24.3%
assets growth YoY

Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers

Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$9,997,047 Top 44% higher than 56% 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

Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan reported net income rose from $342K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan reported participants fell from 111 in the plan year 2023 filing to 93 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 843157738 · Vp Compliance Holdings, LLC PY 2024 · 401(k)

Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan · $10M · 93 · 56th

  • NET $10M
  • NET 93
  • NET 56th
  • NET 401(k)
  • NET near Davians 401(k) Plan
  • NET ind #5749

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 New York →

Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan in the asset neighbourhood

Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement PlanCharles Rizzo & Associates o…$10MDavians 401(k) Plan$10MDatalink Service Fund Solutions, LLC 401(k) PlanDatalink Service Fund Soluti…$10MCline Cellars 401(k) Savings PlanCline Cellars 401(k) Savings…$10MNext Step Healthcare 401(k) PlanNext Step Healthcare 401(k) …$10M
End-of-year total assets ($M) among Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vp Compliance Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Vp Compliance Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 29.782630370109192% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.7M $10M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 130 $8M
2023 1 111 $8M
2024 2 182 $10M

Vp Compliance Holdings, LLC filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN843157738
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan, Total assets ($B): 0.009997047 · Participants: 93Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Davians 401(k) Plan in WI ($10M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan grew sharply - up 24.3% during 2024, from $8M to $10M. Reported net income was $2M.
How have Vp Compliance Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vp Compliance Holdings, LLC's sponsor-wide assets grew 29.8%, from $8M to $10M.
Which 401(k) plans are similar in size to Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davians 401(k) Plan in WI ($10M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Charles Rizzo & Associates of Ny, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 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 843157738.

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.