Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Agma Retirement Plan Profit Sharing Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 7,814
- Participants Very large workforce
- 92nd
- Percentile by assets National rank
- $11,299
- Avg per participant Low balance/head
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.
- #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.
- #8,083
- in Finance & Insurance (9,261 peers)
- +11.8%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
The Agma Retirement Plan's outsized position by total assets
The Agma Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$88,290,103 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Agma Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Agma Retirement Plan lands in the large band (7,814 participants).
DOL schedule card
Filing strip 133826401 · Board of Trustees Agma Retirement Plan PY 2022 · Profit Sharing
The Agma Retirement Plan · $88M · 7,814 · 92nd
- BOY $88M
- SCH 7,814
- EBSA 92nd
- PART Profit Sharing
- TYPE near Beloit Health System 403(b) Plan
- NET ind #8083
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 →
The Agma Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Agma Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 32.30365016110583% vs 2022
- 2024 filing year
| 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.
- 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)
The Agma Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Beloit Health System 403(b) Plan in WI ($88M); by covered participants it is Popular, Inc. Pr Savings and Investment Plan in PR (7,773 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,814 participants); asset peers above are excluded.
- Popular, Inc. Pr Savings and Investment Plan (PR) 7,773 · 41 off
- Carpenters Savings Plan of Philadelphia and Vicinity (PA) 7,961 · 147 off
- University of Maryland Medical System 401(a) Defined Contribution Plan (MD) 7,605 · 209 off
- Eastern Atlantic States Carpenters Annuity Fund (PA) 8,058 · 244 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.