401(k)
2022 plan-year 401(k) DOL Form 5500

Agemark Retirement Savings Plan I

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Agemark Corporation · California · Healthcare & Social Assistance

What the 2023 filing shows

Agemark Retirement Savings Plan I holds $168K for 498 participants — about $338 per participant, down 96.5% over the 2022 plan year.

$168K
total plan assets (2022 EOY)
498
covered participants
$338
avg assets per participant
-96.5%
assets change YoY

The plan reported a net loss of $527K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$168K
Participants
498
State
Industry
Healthcare & Social Assistance

What the Filing Says About Agemark Retirement Savings Plan I

Agemark Retirement Savings Plan I is a 401(k) retirement plan sponsored by Agemark Corporation, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $168K in total end-of-year assets and covers 498 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 943270169, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2022 to $168K at year-end — a decline of 96.5%. Net assets (after liabilities) closed the year at $168K, with reported net income of $-526,931 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$168K
Net Assets (End of Year)$168K
Net Income$-526,931
Plan Type401(k)
Employer EIN943270169
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the Agemark Retirement Savings Plan I?
As of the 2022 Form 5500 filing, Agemark Retirement Savings Plan I holds $168K in total assets with 498 participants. It is sponsored by Agemark Corporation.
What type of plan is Agemark Retirement Savings Plan I?
Agemark Retirement Savings Plan I is a 401(k) plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 943270169.
Who sponsors the Agemark Retirement Savings Plan I?
Agemark Retirement Savings Plan I is sponsored by Agemark Corporation, located in California. The sponsor's EIN is 943270169 and the plan operates in the Healthcare & Social Assistance industry.
How did Agemark Retirement Savings Plan I perform in 2022?
Agemark Retirement Savings Plan I declined by 96.5% during 2022, moving from $5M to $168K in total assets. Net income was $-526,931.
Where can I find official filings for Agemark Retirement Savings Plan I?
Official Form 5500 filings for Agemark Retirement Savings Plan I are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 943270169 or plan name at efast.dol.gov.
How does Agemark Retirement Savings Plan I compare to other plans?
You can compare Agemark Retirement Savings Plan I against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 943270169.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.