Other · DOL Form 5500 · 2023

Ag Mm, L.P. Retirement Plan

Data updated 2026-08-25

$161M
Total assets Near avg plan size
N/A
Participants Small participant base
94th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ag Mm, L.P. · Sponsored by Ag Mm, L.P. · New York · Finance & Insurance

$161M in assets, N/A participants

Ag Mm, L.P.'s Ag Mm, L.P. reported $161M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,018 in Finance & Insurance (8,869 peers)

Where Ag Mm, L.P. sits by assets

Ag Mm, L.P. sits in the top 10% of all filed plans by assets, $161M for N/A participants, up 15.7% in 2023.

#8,018
in Finance & Insurance (8,869 peers)
+15.7%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Ag Mm, L.P.'s outsized position by total assets

Ag Mm, L.P. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$161,420,510 Top 6% higher than 94% of 127,068 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 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ag Mm, L.P. reported net income rose from -$15M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Ag Mm, L.P. end-of-year assets rose from $140M in the plan year 2022 filing to $161M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133960819 · Ag Mm, L.P. PY 2023 · Other

Ag Mm, L.P. · $161M · N/A · 94th

  • SCH $161M
  • SCH N/A
  • SCH 94th
  • SCH Other
  • SCH near Community Health Network 403(b) Retirement Savings Plan
  • SCH ind #8018

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 New York →

Ag Mm, L.P. in the asset neighbourhood

Sutter Health Tax Deferred Annuity Employer Match PlanSutter Health Tax Deferred A…$163MMessiah University Defined Contribution Retirement PlanMessiah University Defined C…$162MAg Mm, L.P.$161MCommunity Health Network 403(b) Retirement Savings PlanCommunity Health Network 403…$161MSan Diego Zoo Wildlife Alliance 403(b) PlanSan Diego Zoo Wildlife Allia…$161M
End-of-year total assets ($M) among Ag Mm, L.P. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$139M
Net Income$15M
Employer EIN133960819
Plan Effective Date1997-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Ag Mm, L.P.)

Sponsor-wide plan assets over time

All Ag Mm, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$161M 15.708093158440478% vs 2022
2023 filing year
$130M$140M$150M$160M$170M 20222023 $140M $161M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 N/A $140M
2023 1 N/A $161M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Ag Mm, L.P. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ag Mm, L.P., Total assets ($B): 0.16142051 · Participants: 0Ag Mm, L.P.Northwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Ag Mm, L.P. vs. nearby Other plans in New York, assets vs. participants

Ag Mm, L.P.'s closest out-of-state Other peers by assets

Outside New York, the nearest Other by end-of-year assets is Community Health Network 403(b) Retirement Savings Plan in IN at $161M (this filing: $161M).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ag Mm, L.P. assets move in 2023?
Ag Mm, L.P. grew sharply - up 15.7% during 2023, from $140M to $161M. Reported net income was $15M.
How have Ag Mm, L.P. plan assets changed over time?
Across 2 plan years on file (2022-2023), Ag Mm, L.P.'s sponsor-wide assets grew 15.7%, from $140M to $161M.
Where does Ag Mm, L.P. rank by assets among Form 5500 filers?
Ag Mm, L.P. ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Ag Mm, L.P.?
Among Other plans in other states, the closest by assets is Community Health Network 403(b) Retirement Savings Plan in IN ($161M, N/A participants).