401(k) · DOL Form 5500 · 2022
Adam Magnes Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $280K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $140,000
- Avg per participant Near avg balance/head
Official DOL plan name: Adam Magnes Agency Retirement Plan · Sponsored by Adam Magnes Agency, Inc. · New York · Finance & Insurance
$280K in assets, 2 participants
Adam Magnes Agency, Inc.'s Adam Magnes Agency Retirement Plan reported $280K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.
- #746 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Adam Magnes Agency Retirement Plan holds $280K for 2 participants - about $140,000 per participant, among the smaller plans by assets on file.
- #746
- in Finance & Insurance (9,261 peers)
- +1.8%
- assets growth YoY
Adam Magnes Agency Retirement Plan among the smaller filed plans by assets
Adam Magnes Agency Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$280,000 13th percentile higher than 13% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Adam Magnes Agency Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adam Magnes Agency Retirement Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 814938426 · Adam Magnes Agency, Inc. PY 2022 · 401(k)
Adam Magnes Agency Retirement Plan · $280K · 2 · 13th
- 5500 $280K
- 5500 2
- 5500 13th
- 5500 401(k)
- 5500 near C a Mayle and Associates Retirement Plan
- 5500 ind #746
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 York →
Adam Magnes Agency Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $275K |
|---|---|
| Net Assets (End of Year) | $280K |
| Net Income | $5K |
| Employer EIN | 814938426 |
| Plan Effective Date | 2017-01-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adam Magnes Agency, Inc.)
Sponsor-wide plan assets over time
All Adam Magnes Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $305K 8.928571428571429% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $280K |
| 2023 | 1 | 2 | $295K |
| 2024 | 1 | 2 | $305K |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Adam Magnes Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is C a Mayle and Associates Retirement Plan in OH ($280K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($280K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.