401(k) · DOL Form 5500 · 2022

Argi Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
241
Participants Below avg headcount
77th
Percentile by assets National rank
$80,344
Avg per participant Below avg balance/head
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Official DOL plan name: Argi Financial Group, LLC 401(k) Plan · Sponsored by Argi Holdings, Inc. · Kentucky · Management of Enterprises

$19M in assets, 241 participants

Argi Holdings, Inc.'s Argi Financial Group, LLC 401(k) Plan reported $19M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #682 in Management of Enterprises (1,193 peers)

Coverage in Kentucky

Argi Financial Group, LLC 401(k) Plan covers 241 participants in Kentucky, about 37% of the average Kentucky filer (state average ~647 per filing). Assets: $19M.

#682
in Management of Enterprises (1,193 peers)
-7.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Argi Financial Group, LLC 401(k) Plan's outsized position by total assets

Argi Financial Group, LLC 401(k) Plan vs every filed plan by assets

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

$19,362,965 Top 23% higher than 77% 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

Argi Financial Group, LLC 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. Argi Financial Group, LLC 401(k) Plan sits mid-pack in the medium band (241 participants).

Plan-year Form 5500 strip

Filing strip 472632957 · Argi Holdings, Inc. PY 2022 · 401(k)

Argi Financial Group, LLC 401(k) Plan · $19M · 241 · 77th

  • IND $19M
  • IND 241
  • IND 77th
  • IND 401(k)
  • IND near General Sheet Metal Co., Inc. 401(k) Profit Sharing Plan
  • IND ind #682

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 Management of Enterprises retirement plans → · Plans in Kentucky →

Argi Financial Group, LLC 401(k) Plan in the asset neighbourhood

Smooth-on, Inc 401(k) Plan$19MArgi Financial Group, LLC 401(k) PlanArgi Financial Group, LLC 40…$19MGeneral Sheet Metal Co., Inc. 401(k) Profit Sharing PlanGeneral Sheet Metal Co., Inc…$19MSeneca Real Estate Group, Inc. 401(k) Retirement PlanSeneca Real Estate Group, In…$19MThomas Cuisine Management 401(k) PlanThomas Cuisine Management 40…$19M
End-of-year total assets ($M) among Argi Financial Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN472632957
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Argi Holdings, Inc.)

Sponsor-wide plan assets over time

All Argi Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 96.58375553986217% vs 2022
2023 filing year
$0M$20M$40M$60M$80M 20222023 $61.3M $2.09M ▼ -96.6%
Year Plans Participants Total Assets
2022 2 482 $61M
2023 2 506 $2M

Nearby 401(k) Plans in Kentucky

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

Argi Financial Group, LLC 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Argi Financial Group, LLC 401(k) Plan, Total assets ($B): 0.019362965 · Participants: 241Argi Financial Group, LLC 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Argi Financial Group, LLC 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Argi Financial Group, LLC 401(k) Plan side-by-side with 3 peers →

Argi Financial Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is General Sheet Metal Co., Inc. 401(k) Profit Sharing Plan in MA ($19M); by covered participants it is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Argi Financial Group, LLC 401(k) Plan assets move in 2022? ▼
Argi Financial Group, LLC 401(k) Plan pulled back noticeably - down 7.8% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Argi Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Argi Holdings, Inc.'s sponsor-wide assets declined 96.6%, from $61M to $2M.
Where does Argi Financial Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Argi Financial Group, LLC 401(k) Plan ranks in the 77th 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 Argi Financial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Sheet Metal Co., Inc. 401(k) Profit Sharing Plan in MA ($19M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Argi Financial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants, $2M 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 472632957.

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.