401(k) · DOL Form 5500 · 2022

Amg National Corp 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
133
Participants Small participant base
80th
Percentile by assets National rank
$182,065
Avg per participant Above avg balance/head
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Official DOL plan name: Amg National 401(k) Plan · Sponsored by Amg National Corp · Colorado · Finance & Insurance

$24M in assets, 133 participants

Amg National Corp's Amg National 401(k) Plan reported $24M in total assets and 133 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.

  • #6,293 in Finance & Insurance (9,261 peers)

Coverage in Colorado

Amg National 401(k) Plan covers 133 participants in Colorado, about 35% of the average Colorado filer (state average ~376 per filing). Assets: $24M.

#6,293
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amg National 401(k) Plan's outsized position by total assets

Amg National 401(k) Plan vs every filed plan by assets

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

$24,214,618 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

Amg National 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. Amg National 401(k) Plan sits mid-pack in the medium band (133 participants).

Published 5500 schedule card

Filing strip 841595368 · Amg National Corp PY 2022 · 401(k)

Amg National 401(k) Plan · $24M · 133 · 80th

  • VS-ST $24M
  • BOY 133
  • SCH 80th
  • EBSA 401(k)
  • PART near Warners Stellian Co., Inc. 401(k) Profit Sharing Plan and Trust
  • TYPE ind #6293

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 Finance & Insurance retirement plans → · Plans in Colorado →

Amg National 401(k) Plan in the asset neighbourhood

Global Tbm Company Retirement Savings PlanGlobal Tbm Company Retiremen…$24MAmbulatory Medical Practices Management Services Organization, Inc. 401(k) PlanAmbulatory Medical Practices…$24MAmg National 401(k) Plan$24MWarners Stellian Co., Inc. 401(k) Profit Sharing Plan and TrustWarners Stellian Co., Inc. 4…$24MMid-Hudson Valley Federal Credit Union 401(k) PlanMid-Hudson Valley Federal Cr…$24M
End-of-year total assets ($M) among Amg National 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN841595368
Plan Effective Date1983-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Amg National Corp)

Sponsor-wide plan assets over time

All Amg National Corp plans reported in each filing year

Latest sponsor-wide plan assets
$33M 36.90419976891645% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $33.2M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 133 $24M
2023 1 138 $29M
2024 1 143 $33M

Nearby 401(k) Plans in Colorado

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

Amg National 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Amg National 401(k) Plan, Total assets ($B): 0.024214618 · Participants: 133Amg National 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Amg National 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Amg National 401(k) Plan side-by-side with 3 peers →

Amg National 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Warners Stellian Co., Inc. 401(k) Profit Sharing Plan and Trust in MN ($24M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Amg National 401(k) Plan assets move in 2022? ▼
Amg National 401(k) Plan pulled back noticeably - down 14.9% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Amg National Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amg National Corp's sponsor-wide assets grew 36.9%, from $24M to $33M.
Where does Amg National 401(k) Plan rank by assets among Form 5500 filers? ▼
Amg National 401(k) 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 Amg National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Warners Stellian Co., Inc. 401(k) Profit Sharing Plan and Trust in MN ($24M, 360 participants).
Which 401(k) plans cover a similar participant headcount to Amg National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ari Retirement Plan in IL (133 participants, $990K 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 841595368.

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.