401(k) · DOL Form 5500 · 2022

The Aagard Group, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
259
Participants Below avg headcount
71st
Percentile by assets National rank
$53,421
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Aagard Group, LLC 401(k) Profit Sharing Plan · Sponsored by The Aagard Group, LLC · Minnesota · Manufacturing

$14M in assets, 259 participants

The Aagard Group, LLC's The Aagard Group, LLC 401(k) Profit Sharing Plan reported $14M in total assets and 259 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,412 in Manufacturing (20,602 peers)

Coverage in Minnesota

The Aagard Group, LLC 401(k) Profit Sharing Plan covers 259 participants in Minnesota, about 23% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.

#12,412
in Manufacturing (20,602 peers)
-5.2%
assets change YoY

The plan reported a net loss of $754K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Aagard Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

The Aagard Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,836,100 Top 29% higher than 71% of 139,123 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 2022

The Aagard Group, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Aagard Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (259 participants).

Published 5500 schedule card

Filing strip 411860765 · The Aagard Group, LLC PY 2022 · 401(k)

The Aagard Group, LLC 401(k) Profit Sharing Plan · $14M · 259 · 71st

  • EIN $14M
  • RANK 259
  • PHOTO 71st
  • IND 401(k)
  • EOY near The Vincit Company, LLC 401(k) Plan
  • 5500 ind #12412

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 Manufacturing retirement plans → · Plans in Minnesota →

The Aagard Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

The Aagard Group, LLC 401(k) Profit Sharing PlanThe Aagard Group, LLC 401(k)…$14MThe Vincit Company, LLC 401(k) PlanThe Vincit Company, LLC 401(…$14MAcclamation Insurance Management Services, Inc. 401(k) Profit Sharing PlanAcclamation Insurance Manage…$14MWilderness Hotel & Resort, Inc. Savings PlanWilderness Hotel & Resort, I…$14MAngel of the Winds Casino 401(k) PlanAngel of the Winds Casino 40…$14M
End-of-year total assets ($M) among The Aagard Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$754K
Employer EIN411860765
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Aagard Group, LLC)

Sponsor-wide plan assets over time

All The Aagard Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 86.61082964130065% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.8M $25.8M ▲ +86.6%
Year Plans Participants Total Assets
2022 1 259 $14M
2023 1 291 $20M
2024 1 308 $26M

Nearby 401(k) Plans in Minnesota

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

The Aagard Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants The Aagard Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.0138361 · Participants: 259The Aagard Group, LLC 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
The Aagard Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The Aagard Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Aagard Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The Vincit Company, LLC 401(k) Plan in TN ($14M); by covered participants it is Amicus Medical Group, Inc. 401(k) Retirement & Profit Sharing Plan in FL (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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.

Frequently Asked Questions

How did The Aagard Group, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
The Aagard Group, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 5.2% during 2022, from $15M to $14M. Reported net income was -$754K.
How have The Aagard Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Aagard Group, LLC's sponsor-wide assets grew 86.6%, from $14M to $26M.
Which 401(k) plans are similar in size to The Aagard Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Vincit Company, LLC 401(k) Plan in TN ($14M, 6,399 participants).
Which 401(k) plans cover a similar participant headcount to The Aagard Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amicus Medical Group, Inc. 401(k) Retirement & Profit Sharing Plan in FL (259 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411860765.

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.