401(k) · DOL Form 5500 · 2024
The Vanguard Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $11.1B
- Total assets Mega-plan scale
- 18,066
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $613,573
- Avg per participant High balance/head
Official DOL plan name: The Vanguard Retirement and Savings Plan · Sponsored by The Vanguard Group, Inc. · Pennsylvania · Finance & Insurance
$11.1B in assets, 18,066 participants
The Vanguard Group, Inc.'s The Vanguard Retirement and Savings Plan reported $11.1B in total assets and 18,066 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #8,532 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
The Vanguard Retirement and Savings Plan covers 18,066 participants in Pennsylvania, 22x the typical Pennsylvania plan (state average ~822 per filing). Assets: $11.1B.
- #8,532
- in Finance & Insurance (8,549 peers)
- +13.5%
- assets growth YoY
- 111×
- vs typical plan assets (national mean)
The Vanguard Retirement and Savings Plan's outsized position by total assets
The Vanguard Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,084,818,612 Highest reported value at or above every one 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
The Vanguard Retirement and Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Vanguard Retirement and Savings Plan is a mega filing (18,066 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Vanguard Retirement and Savings Plan reported net income fell from $1.7B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- The Vanguard Retirement and Savings Plan end-of-year assets rose from $9.8B in the plan year 2023 filing to $11.1B in the plan year 2024 filing.
- The Vanguard Retirement and Savings Plan reported participants fell from 18,200 in the plan year 2023 filing to 18,066 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231945930 · The Vanguard Group, Inc. PY 2024 · 401(k)
The Vanguard Retirement and Savings Plan · $11.1B · 18,066 · 100th
- PART $11.1B
- PART 18,066
- PART 100th
- PART 401(k)
- PART near Usaa Retirement Savings Plan
- PART ind #8532
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 Pennsylvania →
The Vanguard Retirement and Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9.8B |
|---|---|
| Net Assets (End of Year) | $11.1B |
| Net Income | $1.3B |
| Employer EIN | 231945930 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Vanguard Group, Inc.)
Sponsor-wide plan assets over time
All The Vanguard Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.1B 36.896008663756035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17,073 | $8.1B |
| 2023 | 1 | 18,200 | $9.8B |
| 2024 | 1 | 18,066 | $11.1B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.9B · 24,183
Scale composition for The Vanguard Retirement and Savings Plan
The Vanguard Retirement and Savings Plan reports $11.1B in end-of-year assets across 18,066 participants (0.090% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $613,573 per participant (4.4x the national average assets-per-participant) . Net income for plan year 2024 was $1.3B.
This plan identity (EIN 231945930, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.1B to $11.1B (+36.9%) while covered participants moved from 17,073 to 18,066 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,073 | $8.1B | Open filing |
| 2023 | 18,200 | $9.8B | Open filing |
| 2024 · index core | 18,066 | $11.1B | This page |
The Vanguard Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Usaa Retirement Savings Plan in TX ($10.9B); by covered participants it is Science Applications International Corporation Retirement Plan in VA (18,057 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11.1B here).
- Usaa Retirement Savings Plan (TX) $10.9B · 37,273
- Duke Energy Retirement Savings Plan (NC) $11.3B · 27,341
- Liberty Mutual 401(k) Plan (MA) $11.4B · 34,618
- Bayer Corporation Savings and Retirement Plan (MO) $10.8B · 19,357
Similar participant headcount
Nearest other-state filings by covered participants (18,066 participants); asset peers above are excluded.
- Science Applications International Corporation Retirement Plan (VA) 18,057 · 9 off
- Fastenal Company & Subsidiaries 401(k) and Employee Stock Ownership Plan (MN) 18,036 · 30 off
- Shaw Industries Group, Inc. Retirement Savings Plan (GA) 18,036 · 30 off
- Raley's 401(k) Retirement Savings Plan (CA) 18,099 · 33 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.