401(k) · DOL Form 5500 · 2022

Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru

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

$20M
Total assets
238
Participants
64th
Percentile by assets

Sponsored by Makhteshim Agan of North America · North Carolina · Agriculture, Forestry & Fishing

What the 2022 filing shows

Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru holds $20M for 238 participants - about $85,961 per participant, above the median plan by assets, down 11.0% over the 2022 plan year.

$20M
total plan assets (2022 EOY)
238
covered participants
64th
percentile by assets (of 84,055 plans)
$85,961
avg assets per participant

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.

Total Assets (2023)
$20M
Participants
238
Industry
Agriculture, Forestry & Fishing

What the Filing Says About Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru

Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru is a 401(k) retirement plan sponsored by Makhteshim Agan of North America, headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 238 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 133619981, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $20M at year-end - a decline of 11.0%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-2,537,845 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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)$23M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$-2,537,845
Plan Type401(k)
Employer EIN133619981
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Makhteshim Agan of North America)

Year Plans Participants Total Assets
2022 1 238 $20M
2023 1 226 $25M
2024 1 232 $28M

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Frequently Asked Questions

How much money is in the Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru?
As of the 2022 Form 5500 filing, Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru holds $20M in total assets with 238 participants. It is sponsored by Makhteshim Agan of North America.
What type of plan is Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru?
Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru is a 401(k) plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 133619981.
Who sponsors the Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru?
Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru is sponsored by Makhteshim Agan of North America, located in North Carolina. The sponsor's EIN is 133619981 and the plan operates in the Agriculture, Forestry & Fishing industry.
How did Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru perform in 2022?
Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru declined by 11.0% during 2022, moving from $23M to $20M in total assets. Net income was $-2,537,845.
Where can I find official filings for Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru?
Official Form 5500 filings for Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133619981 or plan name at efast.dol.gov.
How does Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru compare to other plans?
You can compare Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

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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 133619981.

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.