401(k) · DOL Form 5500 · 2022

AGSTATE 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
279
Participants Below avg headcount
80th
Percentile by assets National rank
$89,156
Avg per participant Below avg balance/head
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Official DOL plan name: Ubg 401(k) - Agstate Sh Match · Sponsored by AGSTATE · Iowa · Agriculture, Forestry & Fishing

$25M in assets, 279 participants

AGSTATE's Ubg 401(k) - Agstate Sh Match reported $25M in total assets and 279 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.

  • #1,332 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in Iowa

Ubg 401(k) - Agstate Sh Match covers 279 participants in Iowa, about 46% of the average Iowa filer (state average ~609 per filing). Assets: $25M.

#1,332
in Agriculture, Forestry & Fishing (1,523 peers)
-12.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ubg 401(k) - Agstate Sh Match's outsized position by total assets

Ubg 401(k) - Agstate Sh Match vs every filed plan by assets

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

$24,874,661 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

Ubg 401(k) - Agstate Sh Match 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. Ubg 401(k) - Agstate Sh Match sits mid-pack in the medium band (279 participants).

Form 5500 schedule snapshot

Filing strip 420243900 · AGSTATE PY 2022 · 401(k)

Ubg 401(k) - Agstate Sh Match · $25M · 279 · 80th

  • VS-ST $25M
  • BOY 279
  • SCH 80th
  • EBSA 401(k)
  • PART near Rxo Retirement Savings Plan
  • TYPE ind #1332

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

Ubg 401(k) - Agstate Sh Match in the asset neighbourhood

Ubg 401(k) - Agstate Sh Match$25MRxo Retirement Savings Plan$25MSidecar Hr 401(k) Plan$25MBoys Republic Cash or Deferred ArrangementBoys Republic Cash or Deferr…$25MMurphy Family Ventures, LLC 401(k) Retirement Savings PlanMurphy Family Ventures, LLC …$25M
End-of-year total assets ($M) among Ubg 401(k) - Agstate Sh Match and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN420243900
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AGSTATE)

Sponsor-wide plan assets over time

All AGSTATE plans reported in each filing year

Latest sponsor-wide plan assets
$45M 2.562427498417759% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $43.9M $45M ▲ +2.6%
Year Plans Participants Total Assets
2022 3 498 $44M
2023 3 489 $48M
2024 3 434 $45M

Nearby 401(k) Plans in Iowa

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

Ubg 401(k) - Agstate Sh Match vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Ubg 401(k) - Agstate Sh Match, Total assets ($B): 0.024874661 · Participants: 279Ubg 401(k) - Agstate Sh MatchThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Ubg 401(k) - Agstate Sh Match vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ubg 401(k) - Agstate Sh Match side-by-side with 3 peers →

Ubg 401(k) - Agstate Sh Match's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Rxo Retirement Savings Plan in NC ($25M); by covered participants it is Norwalk Hospital Employee Savings Plan in CT (279 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Ubg 401(k) - Agstate Sh Match assets move in 2022? ▼
Ubg 401(k) - Agstate Sh Match pulled back noticeably - down 12.1% during 2022, from $28M to $25M. Reported net income was -$3M.
How have AGSTATE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), AGSTATE's sponsor-wide assets grew 2.6%, from $44M to $45M.
Where does Ubg 401(k) - Agstate Sh Match rank by assets among Form 5500 filers? ▼
Ubg 401(k) - Agstate Sh Match 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 Ubg 401(k) - Agstate Sh Match? ▼
Among 401(k) plans in other states, the closest by assets is Rxo Retirement Savings Plan in NC ($25M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Ubg 401(k) - Agstate Sh Match? ▼
Among 401(k) plans in other states, the closest by covered participants is Norwalk Hospital Employee Savings Plan in CT (279 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 420243900.

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.