401(k) · DOL Form 5500 · 2023
Angelo, Gordon & Co., LP 401(k) Plan
Data updated 2026-08-11
- $204M
- Total assets
- 565
- Participants
- 95th
- Percentile by assets
- $361,747
- Avg per participant
Official DOL plan name: Ag Savings & Investment Plan · Sponsored by Angelo, Gordon & Co., LP · New York · Finance & Insurance
$204M in assets, 565 participants
Angelo, Gordon & Co., LP's Ag Savings & Investment Plan reported $204M in total assets and 565 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #8,129 in Finance & Insurance (8,869 peers)
Where Ag Savings & Investment Plan sits by assets
Ag Savings & Investment Plan sits in the top 5% of all filed plans by assets, $204M for 565 participants (~$361,747/participant), up 26.8% in 2023.
- $204M
- total plan assets (2023 EOY)
- 565
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $361,747
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ag Savings & Investment Plan reported net income rose from -$21M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Ag Savings & Investment Plan end-of-year assets rose from $161M in the plan year 2022 filing to $204M in the plan year 2023 filing.
- Ag Savings & Investment Plan reported participants rose from 504 in the plan year 2022 filing to 565 in the plan year 2023 filing.
Ag Savings & Investment Plan vs the 2023 asset distribution
By assets, Ag Savings & Investment Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $161M |
|---|---|
| Net Assets (End of Year) | $204M |
| Net Income | $43M |
| Employer EIN | 133478879 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Angelo, Gordon & Co., LP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 504 | $161M |
| 2023 | 1 | 565 | $204M |
| 2024 | 1 | 568 | N/A |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ag Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ag Savings & Investment Plan by total assets, not by location.
- Gep Administrative Services Savings & Profit Sharing 401(k) Plan (CA) $204M · 961
- Smartsheet Inc. 401(k) P/S Plan (WA) $204M · 2,671
- Nortek 401(k) Plan (IL) $204M · 2,727
- Aveanna Healthcare 401(k) Plan (GA) $204M · 28,376
Frequently Asked Questions
How did Ag Savings & Investment Plan assets move in 2023? ▼
Where does Ag Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ag Savings & Investment Plan? ▼
Next read for Ag Savings & Investment Plan
Scale reading
Ways to act on Ag Savings & Investment Plan's numbers.
- By total assets, Ag Savings & Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans