401(k) · DOL Form 5500 · 2023

Angelo, Gordon & Co., LP 401(k) Plan

Data updated 2026-08-25

$204M
Total assets Near avg plan size
565
Participants Below avg headcount
95th
Percentile by assets National rank
$361,747
Avg per participant High balance/head
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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.

  • #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.

#8,129
in Finance & Insurance (8,869 peers)
+26.8%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Ag Savings & Investment Plan's outsized position by total assets

Ag Savings & Investment Plan vs every filed plan by assets

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

$204,387,224 Top 5% higher than 95% 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

Ag Savings & Investment 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. Ag Savings & Investment Plan sits mid-pack in the medium band (565 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133478879 · Angelo, Gordon & Co., LP PY 2023 · 401(k)

Ag Savings & Investment Plan · $204M · 565 · 95th

  • SCH $204M
  • SCH 565
  • SCH 95th
  • SCH 401(k)
  • SCH near Gep Administrative Services Savings & Profit Sharing 401(k) Plan
  • SCH ind #8129

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 Savings & Investment Plan in the asset neighbourhood

Ag Savings & Investment Plan$204MGep Administrative Services Savings & Profit Sharing 401(k) PlanGep Administrative Services …$204MSmartsheet Inc. 401(k) P/S PlanSmartsheet Inc. 401(k) P/S P…$204MNortek 401(k) Plan$204MAveanna Healthcare 401(k) PlanAveanna Healthcare 401(k) Pl…$204M
End-of-year total assets ($M) among Ag Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$204M
Net Income$43M
Employer EIN133478879
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Angelo, Gordon & Co., LP)

Sponsor-wide plan assets over time

All Angelo, Gordon & Co., LP plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$100M$200M$300M 202220232024 $161M $0M ▼ -100.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ag Savings & Investment Plan, Total assets ($B): 0.204387224 · Participants: 565Ag Savings & Investment PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ag Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ag Savings & Investment Plan side-by-side with 3 peers →

Ag Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gep Administrative Services Savings & Profit Sharing 401(k) Plan in CA ($204M); by covered participants it is Range Resources Corporation 401(k) Plan in TX (565 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($204M here).

Similar participant headcount

Nearest other-state filings by covered participants (565 participants); asset peers above are excluded.

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 Savings & Investment Plan assets move in 2023? ▼
Ag Savings & Investment Plan grew sharply - up 26.8% during 2023, from $161M to $204M. Reported net income was $43M.
Where does Ag Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Ag Savings & Investment Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ag Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gep Administrative Services Savings & Profit Sharing 401(k) Plan in CA ($204M, 961 participants).
Which 401(k) plans cover a similar participant headcount to Ag Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Range Resources Corporation 401(k) Plan in TX (565 participants, $183M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133478879.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.