401(k) · DOL Form 5500 · 2024
Varney Agency, Inc 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $85,606
- Avg per participant Below avg balance/head
Official DOL plan name: Varney Agency Retirement Savings Plan · Sponsored by Varney Agency, Inc · Maine · Finance & Insurance
$12M in assets, 143 participants
Varney Agency, Inc's Varney Agency Retirement Savings Plan reported $12M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #3,767 in Finance & Insurance (8,549 peers)
Coverage in Maine
Varney Agency Retirement Savings Plan covers 143 participants in Maine, about 30% of the average Maine filer (state average ~472 per filing). Assets: $12M.
- #3,767
- in Finance & Insurance (8,549 peers)
- +23.7%
- assets growth YoY
Varney Agency Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Varney Agency Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,241,599 Top 40% higher than 60% 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
Varney Agency Retirement Savings 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. Varney Agency Retirement Savings Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Varney Agency Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Varney Agency Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Varney Agency Retirement Savings Plan reported participants rose from 140 in the plan year 2023 filing to 143 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 010379093 · Varney Agency, Inc PY 2024 · 401(k)
Varney Agency Retirement Savings Plan · $12M · 143 · 60th
- 5500 $12M
- ASSETS 143
- PCT 60th
- EIN 401(k)
- RANK near Callpod, Inc. 401(k) Plan
- PHOTO ind #3767
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 Maine →
Varney Agency Retirement Savings Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 010379093 |
| Plan Effective Date | 2012-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Varney Agency, Inc)
Sponsor-wide plan assets over time
All Varney Agency, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 45.79632626956649% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $8M |
| 2023 | 1 | 140 | $10M |
| 2024 | 1 | 143 | $12M |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $6.0B · 31,654
- Unum Group 401(k) Retirement Plan $2.5B · 9,451
- Idexx Retirement and Incentive Savings Plan $1.2B · 6,776
- Hannaford Bros. Co. 401(k) Plan $1.1B · 29,915
- Ahold Delhaize USA Services 401(k) Plan $1.0B · 3,012
Varney Agency Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Callpod, Inc. 401(k) Plan in IL ($12M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Callpod, Inc. 401(k) Plan (IL) $12M · 297
- Ciera Bank 401(k) Profit Sharing Plan and Trust (TX) $12M · 115
- Penserra Financial Ventures LLC 401(k) Plan (CA) $12M · 59
- Ryan Companies 401(k) Profit Sharing Plan (FL) $12M · 196
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Blairex Laboratories, Inc. 401(k) (IN) 143 · 0 off
- Flywheel Digital LLC 401(k) Plan () 143 · 0 off
- Clock Spring Company, Inc. 401(k) Plan (CT) 143 · 0 off
- Spectra Company Inc 401(k) Profit Sharing Plan & Trust (CA) 143 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.