401(k) · DOL Form 5500 · 2022

Agero, Inc. 401(k) Plan

Data updated 2026-08-11

$124M
Total assets
2,233
Participants
94th
Percentile by assets
$55,434
Avg per participant
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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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$124M
total plan assets (2022 EOY)
2,233
covered participants
94th
percentile by assets (of 139,126 plans)
$55,434
avg assets per participant

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.

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Agero, Inc. Retirement Plan reports 2,233 participants - 3.4x that state average ($124M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$124M
Net Income-$33M
Employer EIN042534134
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agero, Inc.)

$100M$150M$200M 202220232024 $124M $191M ▲ +54.2%
Total plan assets by year, all Agero, Inc. plans on file
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.

Agero, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Agero, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Agero, Inc. Retireme…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Philips North Americ…Boston Scientific Co…
Agero, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Agero, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Agero, Inc. Retirement Plan assets move in 2022?
Agero, Inc. Retirement Plan declined sharply - down 21.0% during 2022, from $157M to $124M. Reported net income was -$33M.
How have Agero, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Agero, Inc.'s sponsor-wide assets grew 54.2%, from $124M to $191M.
Where does Agero, Inc. Retirement Plan rank by assets among Form 5500 filers?
Agero, Inc. Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Agero, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Tricorbraun 401(k) Plan in MO ($124M, 1,027 participants).

Filing takeaways

Ways to act on Agero, Inc. Retirement Plan's numbers.