401(k) · DOL Form 5500 · 2022

Agate, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
225
Participants Below avg headcount
41st
Percentile by assets National rank
$13,947
Avg per participant Low balance/head
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Official DOL plan name: Agate, Inc. 401(k) Plan · Sponsored by Agate, Inc. · Arizona · Construction

$3M in assets, 225 participants

Agate, Inc.'s Agate, Inc. 401(k) Plan reported $3M in total assets and 225 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,928 in Construction (9,927 peers)

Coverage in Arizona

Agate, Inc. 401(k) Plan covers 225 participants in Arizona, about 40% of the average Arizona filer (state average ~564 per filing). Assets: $3M.

#3,928
in Construction (9,927 peers)
-10.5%
assets change YoY

The plan reported a net loss of $368K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Agate, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Agate, Inc. 401(k) Plan vs every filed plan by assets

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

$3,137,968 41st percentile higher than 41% 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

Agate, Inc. 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. Agate, Inc. 401(k) Plan sits mid-pack in the medium band (225 participants).

Form 5500 schedule snapshot

Filing strip 860326903 · Agate, Inc. PY 2022 · 401(k)

Agate, Inc. 401(k) Plan · $3M · 225 · 41st

  • ASSETS $3M
  • PCT 225
  • EIN 41st
  • RANK 401(k)
  • PHOTO near Majestic Industries, LLC 401(k) Profit Sharing Plan
  • IND ind #3928

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 Construction retirement plans → · Plans in Arizona →

Agate, Inc. 401(k) Plan in the asset neighbourhood

Agate, Inc. 401(k) Plan$3MMajestic Industries, LLC 401(k) Profit Sharing PlanMajestic Industries, LLC 401…$3MVertical Earth 401(k) Plan$3MBarrington Venture/the Garlands of Barrington Retirement Savings PlanBarrington Venture/the Garla…$3MJammie Kent Stricklin Profit Sharing PlanJammie Kent Stricklin Profit…$3M
End-of-year total assets ($M) among Agate, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$368K
Employer EIN860326903
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agate, Inc.)

Sponsor-wide plan assets over time

All Agate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.82271584668805% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.14M $4.2M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 225 $3M
2023 1 189 $3M
2024 1 63 $4M

Nearby 401(k) Plans in Arizona

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

Agate, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Agate, Inc. 401(k) Plan, Total assets ($B): 0.003137968 · Participants: 225Agate, Inc. 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Agate, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Agate, Inc. 401(k) Plan side-by-side with 3 peers →

Agate, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Majestic Industries, LLC 401(k) Profit Sharing Plan in MI ($3M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Agate, Inc. 401(k) Plan assets move in 2022? ▼
Agate, Inc. 401(k) Plan pulled back noticeably - down 10.5% during 2022, from $4M to $3M. Reported net income was -$368K.
How have Agate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agate, Inc.'s sponsor-wide assets grew 33.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Agate, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Majestic Industries, LLC 401(k) Profit Sharing Plan in MI ($3M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Agate, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (225 participants, $113K 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 860326903.

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.