401(k) · DOL Form 5500 · 2022

Ag Plus Cooperative 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
149
Participants Small participant base
53rd
Percentile by assets National rank
$37,132
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ubg 401(k) - Ag Plus Cooperative · Sponsored by Ag Plus Cooperative · Minnesota · Wholesale Trade

$6M in assets, 149 participants

Ag Plus Cooperative's Ubg 401(k) - Ag Plus Cooperative reported $6M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,793 in Wholesale Trade (6,843 peers)

Coverage in Minnesota

Ubg 401(k) - Ag Plus Cooperative covers 149 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#2,793
in Wholesale Trade (6,843 peers)
-13.6%
assets change YoY

The plan reported a net loss of $869K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ubg 401(k) - Ag Plus Cooperative's mid-pack asset rank among Wholesale Trade and all filers

Ubg 401(k) - Ag Plus Cooperative vs every filed plan by assets

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

$5,532,689 Top 47% higher than 53% 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

Ubg 401(k) - Ag Plus Cooperative 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) - Ag Plus Cooperative sits mid-pack in the medium band (149 participants).

EBSA filing schedule strip

Filing strip 410251170 · Ag Plus Cooperative PY 2022 · 401(k)

Ubg 401(k) - Ag Plus Cooperative · $6M · 149 · 53rd

  • SCH $6M
  • SCH 149
  • SCH 53rd
  • SCH 401(k)
  • SCH near Jackson Offshore Operators, LLC Retirement Trust
  • SCH ind #2793

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Ubg 401(k) - Ag Plus Cooperative in the asset neighbourhood

Ubg 401(k) - Ag Plus CooperativeUbg 401(k) - Ag Plus Coopera…$6MJackson Offshore Operators, LLC Retirement TrustJackson Offshore Operators, …$6MSunlighten, Inc. 401(k) Profit Sharing PlanSunlighten, Inc. 401(k) Prof…$6MDerecktor Shipyards Retirement PlanDerecktor Shipyards Retireme…$6MSealevel Construction Inc. 401(k) PlanSealevel Construction Inc. 4…$6M
End-of-year total assets ($M) among Ubg 401(k) - Ag Plus Cooperative and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$869K
Employer EIN410251170
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ag Plus Cooperative)

Sponsor-wide plan assets over time

All Ag Plus Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$7M 30.338701488552854% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.53M $7.21M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 149 $6M
2023 1 151 $7M
2024 1 162 $7M

Nearby 401(k) Plans in Minnesota

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

Ubg 401(k) - Ag Plus Cooperative vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Ubg 401(k) - Ag Plus Cooperative, Total assets ($B): 0.005532689 · Participants: 149Ubg 401(k) - Ag Plus CooperativeUnitedhealth 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
Ubg 401(k) - Ag Plus Cooperative vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Ubg 401(k) - Ag Plus Cooperative side-by-side with 3 peers →

Ubg 401(k) - Ag Plus Cooperative's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Jackson Offshore Operators, LLC Retirement Trust in TX ($6M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Ubg 401(k) - Ag Plus Cooperative assets move in 2022? ▼
Ubg 401(k) - Ag Plus Cooperative pulled back noticeably - down 13.6% during 2022, from $6M to $6M. Reported net income was -$869K.
How have Ag Plus Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ag Plus Cooperative's sponsor-wide assets grew 30.3%, from $6M to $7M.
Which 401(k) plans are similar in size to Ubg 401(k) - Ag Plus Cooperative? ▼
Among 401(k) plans in other states, the closest by assets is Jackson Offshore Operators, LLC Retirement Trust in TX ($6M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Ubg 401(k) - Ag Plus Cooperative? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Med Sales and Management Employee Retirement Plan in FL (149 participants, $11M 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 410251170.

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.