401(k) · DOL Form 5500 · 2022
Agero, Inc. 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 2,233
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $55,434
- Avg per participant Low balance/head
Official DOL plan name: Agero, Inc. Retirement Plan · Sponsored by Agero, Inc. · Massachusetts · Transportation & Warehousing
$124M in assets, 2,233 participants
Agero, Inc.'s Agero, Inc. Retirement Plan reported $124M in total assets and 2,233 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #3,596 in Transportation & Warehousing (3,876 peers)
Coverage in Massachusetts
Agero, Inc. Retirement Plan covers 2,233 participants in Massachusetts, 3.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $124M.
- #3,596
- in Transportation & Warehousing (3,876 peers)
- -21.0%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Agero, Inc. Retirement Plan's outsized position by total assets
Agero, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$123,783,701 Top 6% higher than 94% 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
Agero, Inc. Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agero, Inc. Retirement Plan lands in the large band (2,233 participants).
DOL schedule card
Filing strip 042534134 · Agero, Inc. PY 2022 · 401(k)
Agero, Inc. Retirement Plan · $124M · 2,233 · 94th
- RANK $124M
- PHOTO 2,233
- IND 94th
- EOY 401(k)
- 5500 near Tricorbraun 401(k) Plan
- ASSETS ind #3596
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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →
Agero, Inc. Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $157M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | -$33M |
| Employer EIN | 042534134 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Agero, Inc.)
Sponsor-wide plan assets over time
All Agero, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $191M 54.196392140512906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,233 | $124M |
| 2023 | 1 | 2,035 | $161M |
| 2024 | 1 | 1,858 | $191M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Agero, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Tricorbraun 401(k) Plan in MO ($124M); by covered participants it is Hostess Brands, LLC 401(k) Plan in KS (2,233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Tricorbraun 401(k) Plan (MO) $124M · 1,027
- Structural Group, Inc. 401(k) Savings Plan and Trust (MD) $124M · 1,926
- Fort Wayne Metals Research Products, LLC Retirement Savings Plan (IN) $124M · 1,165
- Baker Companies 401(k) Plan (OH) $124M · 4,593
Similar participant headcount
Nearest other-state filings by covered participants (2,233 participants); asset peers above are excluded.
- Hostess Brands, LLC 401(k) Plan (KS) 2,233 · 0 off
- Pivot Physical Therapy 401(k) Plan (MD) 2,233 · 0 off
- Factset Research Systems Inc. Plan (CT) 2,234 · 1 off
- Plantation Management Company 401(k) Plan (LA) 2,234 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.