401(k) · DOL Form 5500 · 2022
AGSTATE 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 219
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $55,718
- Avg per participant Low balance/head
Official DOL plan name: Ubg 401(k) - Agstate · Sponsored by AGSTATE · Iowa · Agriculture, Forestry & Fishing
$12M in assets, 219 participants
AGSTATE's Ubg 401(k) - Agstate reported $12M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #1,155 in Agriculture, Forestry & Fishing (1,523 peers)
Coverage in Iowa
Ubg 401(k) - Agstate covers 219 participants in Iowa, about 36% of the average Iowa filer (state average ~609 per filing). Assets: $12M.
- #1,155
- in Agriculture, Forestry & Fishing (1,523 peers)
- -23.0%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ubg 401(k) - Agstate's outsized position by total assets
Ubg 401(k) - Agstate vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,202,227 Top 31% higher than 69% 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
Ubg 401(k) - Agstate 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. Ubg 401(k) - Agstate sits mid-pack in the medium band (219 participants).
Published 5500 schedule card
Filing strip 420243900 · AGSTATE PY 2022 · 401(k)
Ubg 401(k) - Agstate · $12M · 219 · 69th
- SCH $12M
- SCH 219
- SCH 69th
- SCH 401(k)
- SCH near Saint Agnes Medical Providers 401(k) Plan
- SCH ind #1155
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →
Ubg 401(k) - Agstate in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$4M |
| Employer EIN | 420243900 |
| Plan Effective Date | 1995-06-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (AGSTATE)
Sponsor-wide plan assets over time
All AGSTATE plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 2.562427498417759% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 498 | $44M |
| 2023 | 3 | 489 | $48M |
| 2024 | 3 | 434 | $45M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Ubg 401(k) - Agstate's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Saint Agnes Medical Providers 401(k) Plan in CA ($12M); by covered participants it is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Saint Agnes Medical Providers 401(k) Plan (CA) $12M · 112
- The Neil Jones Food Company Union Employees' 401(k) Plan (WA) $12M · 665
- Armor Defense Inc. 401(k) P/S Plan (TX) $12M · 129
- Hotel & Restaurant Supply 401(k) Plan (MS) $12M · 174
Similar participant headcount
Nearest other-state filings by covered participants (219 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.