401(k) · DOL Form 5500 · 2022

Agdata, L.P. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
158
Participants Small participant base
74th
Percentile by assets National rank
$102,232
Avg per participant Below avg balance/head
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Official DOL plan name: Agdata, L.P. 401(k) Plan · Sponsored by Agdata, L.P. · North Carolina · Agriculture, Forestry & Fishing

$16M in assets, 158 participants

Agdata, L.P.'s Agdata, L.P. 401(k) Plan reported $16M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #1,244 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in North Carolina

Agdata, L.P. 401(k) Plan covers 158 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $16M.

#1,244
in Agriculture, Forestry & Fishing (1,523 peers)
-14.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Agdata, L.P. 401(k) Plan's outsized position by total assets

Agdata, L.P. 401(k) Plan vs every filed plan by assets

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

$16,152,631 Top 26% higher than 74% 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

Agdata, L.P. 401(k) 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. Agdata, L.P. 401(k) Plan sits mid-pack in the medium band (158 participants).

Form 5500 schedule snapshot

Filing strip 204202692 · Agdata, L.P. PY 2022 · 401(k)

Agdata, L.P. 401(k) Plan · $16M · 158 · 74th

  • ASSETS $16M
  • ASSETS 158
  • ASSETS 74th
  • ASSETS 401(k)
  • ASSETS near Werk-Brau Co., Inc. & Fabco, Inc. Employees' Retirement Plan
  • ASSETS ind #1244

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 North Carolina →

Agdata, L.P. 401(k) Plan in the asset neighbourhood

Agdata, L.P. 401(k) Plan$16MWerk-Brau Co., Inc. & Fabco, Inc. Employees' Retirement PlanWerk-Brau Co., Inc. & Fabco,…$16MRms Lifeline Inc 401(k) Profit Sharing Plan & TrustRms Lifeline Inc 401(k) Prof…$16MS1l, Inc. 401(k) Plan$16MBrundage Management Co. 401(k) Savings PlanBrundage Management Co. 401(…$16M
End-of-year total assets ($M) among Agdata, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN204202692
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agdata, L.P.)

Sponsor-wide plan assets over time

All Agdata, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 42.484156296271486% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.2M $23M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 158 $16M
2023 1 166 $20M
2024 1 177 $23M

Nearby 401(k) Plans in North Carolina

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

Agdata, L.P. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Agdata, L.P. 401(k) Plan, Total assets ($B): 0.016152631 · Participants: 158Agdata, L.P. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Agdata, L.P. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Agdata, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Werk-Brau Co., Inc. & Fabco, Inc. Employees' Retirement Plan in OH ($16M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Agdata, L.P. 401(k) Plan assets move in 2022?
Agdata, L.P. 401(k) Plan pulled back noticeably - down 14.8% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Agdata, L.P. plan assets changed over time?
Across 3 plan years on file (2022-2024), Agdata, L.P.'s sponsor-wide assets grew 42.5%, from $16M to $23M.
Which 401(k) plans are similar in size to Agdata, L.P. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Werk-Brau Co., Inc. & Fabco, Inc. Employees' Retirement Plan in OH ($16M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Agdata, L.P. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 participants, N/A in assets).