401(k) · DOL Form 5500 · 2023
Argi Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 253
- Participants Below avg headcount
Official DOL plan name: Argi Financial Group, LLC 401(k) Plan · Sponsored by Argi Holdings, Inc. · Kentucky · Management of Enterprises
N/A in assets, 253 participants
Argi Holdings, Inc.'s Argi Financial Group, LLC 401(k) Plan reported N/A in total assets and 253 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Kentucky
Argi Financial Group, LLC 401(k) Plan covers 253 participants in Kentucky, about 39% of the average Kentucky filer (state average ~647 per filing). Assets: N/A.
- -$19M
- reported net income
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Argi Financial Group, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Argi Financial Group, LLC 401(k) Plan sits mid-pack in the medium band (253 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Argi Financial Group, LLC 401(k) Plan reported net income fell from -$2M in the plan year 2022 filing to -$19M in the plan year 2023 filing.
- Argi Financial Group, LLC 401(k) Plan reported participants rose from 241 in the plan year 2022 filing to 253 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 472632957 · Argi Holdings, Inc. PY 2023 · 401(k)
Argi Financial Group, LLC 401(k) Plan · N/A · 253
- PCT N/A
- EIN 253
- RANK PY 2023
- PHOTO 401(k)
- IND near Helm Group, Inc. 401(k) Plan
- EOY -$19M
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 Management of Enterprises retirement plans → · Plans in Kentucky →
Kentucky filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$19M |
| Employer EIN | 472632957 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Argi Holdings, Inc.)
Sponsor-wide plan assets over time
All Argi Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 96.58375553986217% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 482 | $61M |
| 2023 | 2 | 506 | $2M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Argi Financial Group, LLC 401(k) Plan's closest out-of-state 401(k) peers by headcount
Outside Kentucky, the nearest 401(k) by covered participants is Helm Group, Inc. 401(k) Plan in IL (253 participants; this filing: 253 participants).
Similar participant headcount
Nearest other-state filings by covered participants (253 participants); asset peers above are excluded.
- Helm Group, Inc. 401(k) Plan (IL) 253 · 0 off
- Ollion 401(k) Plan (WA) 253 · 0 off
- Ici Homes Residential Holdings LLC 401(k) Savings Plan (FL) 253 · 0 off
- Visby Medical, Inc. 401(k) P/S Plan (CA) 253 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.