401(k) · DOL Form 5500 · 2022

Agilis Group, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
239
Participants Below avg headcount
80th
Percentile by assets National rank
$101,034
Avg per participant Below avg balance/head
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Official DOL plan name: Agilis Group, Inc. 401(k) Retirement Savings Plan · Sponsored by Agilis Group, Inc. · Florida · Professional & Technical Services

$24M in assets, 239 participants

Agilis Group, Inc.'s Agilis Group, Inc. 401(k) Retirement Savings Plan reported $24M in total assets and 239 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,334 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Agilis Group, Inc. 401(k) Retirement Savings Plan covers 239 participants in Florida, about 38% of the average Florida filer (state average ~628 per filing). Assets: $24M.

#17,334
in Professional & Technical Services (21,562 peers)
-22.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Agilis Group, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Agilis Group, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$24,147,176 Top 20% higher than 80% 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

Agilis Group, Inc. 401(k) Retirement Savings 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. Agilis Group, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (239 participants).

EBSA filing schedule strip

Filing strip 650555230 · Agilis Group, Inc. PY 2022 · 401(k)

Agilis Group, Inc. 401(k) Retirement Savings Plan · $24M · 239 · 80th

  • EOY $24M
  • 5500 239
  • ASSETS 80th
  • PCT 401(k)
  • EIN near University Psychiatric Practice, Inc. Section 403(b) Plan
  • RANK ind #17334

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 Professional & Technical Services retirement plans → · Plans in Florida →

Agilis Group, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Agilis Group, Inc. 401(k) Retirement Savings PlanAgilis Group, Inc. 401(k) Re…$24MUniversity Psychiatric Practice, Inc. Section 403(b) PlanUniversity Psychiatric Pract…$24MLift-All Company, Inc. Profit Sharing PlanLift-All Company, Inc. Profi…$24MLewis Johs Avallone Aviles Retirement PlanLewis Johs Avallone Aviles R…$24MCfc Retirement Plan$24M
End-of-year total assets ($M) among Agilis Group, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$24M
Net Income-$7M
Employer EIN650555230
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agilis Group, Inc.)

Sponsor-wide plan assets over time

All Agilis Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 45.917862196391% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.2M $35.2M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 239 $24M
2023 1 224 $29M
2024 1 223 $35M

Nearby 401(k) Plans in Florida

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

Agilis Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Agilis Group, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.024147176 · Participants: 239Agilis Group, Inc. 401(k) Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Agilis Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Agilis Group, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Agilis Group, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is University Psychiatric Practice, Inc. Section 403(b) Plan in NY ($24M); by covered participants it is Atlantic Casualty Insurance Company 401(k) Profit Sharing Plan in NC (239 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Agilis Group, Inc. 401(k) Retirement Savings Plan assets move in 2022? ▼
Agilis Group, Inc. 401(k) Retirement Savings Plan declined sharply - down 22.0% during 2022, from $31M to $24M. Reported net income was -$7M.
How have Agilis Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agilis Group, Inc.'s sponsor-wide assets grew 45.9%, from $24M to $35M.
Where does Agilis Group, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Agilis Group, Inc. 401(k) Retirement Savings Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Agilis Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is University Psychiatric Practice, Inc. Section 403(b) Plan in NY ($24M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Agilis Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Casualty Insurance Company 401(k) Profit Sharing Plan in NC (239 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 650555230.

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.