Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Agma Retirement Plan Profit Sharing Plan
Data updated 2026-08-11
- $88M
- Total assets
- 7,814
- Participants
- 92nd
- Percentile by assets
- $11,299
- Avg per participant
Official DOL plan name: The Agma Retirement Plan · Sponsored by Board of Trustees Agma Retirement Plan · New York · Finance & Insurance
$88M in assets, 7,814 participants
Board of Trustees Agma Retirement Plan's The Agma Retirement Plan reported $88M in total assets and 7,814 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #8,083 in Finance & Insurance (9,261 peers)
Coverage in New York
The Agma Retirement Plan covers 7,814 participants in New York, 9.8x the typical New York plan (state average ~798 per filing). Assets: $88M.
- $88M
- total plan assets (2022 EOY)
- 7,814
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $11,299
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Agma Retirement Plan reports 7,814 participants - 9.8x that state average ($88M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $9M |
| Employer EIN | 133826401 |
| Plan Effective Date | 1995-08-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Agma Retirement Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,814 | $88M |
| 2023 | 1 | 8,073 | $105M |
| 2024 | 1 | 8,463 | $117M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Agma Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Scale composition for The Agma Retirement Plan
The Agma Retirement Plan reports $88M in end-of-year assets across 7,814 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $11,299 per participant (8% of the national average assets-per-participant) . Net income for plan year 2022 was $9M.
This plan identity (EIN 133826401, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $88M to $117M (+32.3%) while covered participants moved from 7,814 to 8,463 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,814 | $88M | This page |
| 2023 | 8,073 | $105M | Open filing |
| 2024 · index core | 8,463 | $117M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Agma Retirement Plan (Profit Sharing, $117M, 8,463 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Agma Retirement Plan by total assets, not by location.
- Beloit Health System 403(b) Plan (WI) $88M · 1,689
- Sheet Metal Workers Local Union No. 12 Annuity Fund (PA) $88M · 1,041
- Sentara Healthcare 401(a) Retirement Plan (VA) $89M · 11,613
- Hood College Defined Contribution Retirement Plan (MD) $87M · 299
Frequently Asked Questions
How did The Agma Retirement Plan assets move in 2022? ▼
How have Board of Trustees Agma Retirement Plan plan assets changed over time? ▼
Where does The Agma Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Agma Retirement Plan? ▼
Next read for The Agma Retirement Plan
Filing takeaways
Ways to act on The Agma Retirement Plan's numbers.
- By total assets, The Agma Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Board of Trustees Agma Retirement Plan's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Finance & Insurance plans