Profit Sharing · DOL Form 5500 · 2023
Agile Funding & Investments, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $138K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $138,000
- Avg per participant Near avg balance/head
Official DOL plan name: Agile Funding & Investments, Inc. Retirement Plan · Sponsored by Agile Funding & Investments, Inc. · Maryland · Other Services
$138K in assets, 1 participants
Agile Funding & Investments, Inc.'s Agile Funding & Investments, Inc. Retirement Plan reported $138K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #1,377 in Other Services (7,857 peers)
What the 2023 filing shows
Agile Funding & Investments, Inc. Retirement Plan holds $138K for 1 participant - about $138,000 per participant, among the smaller plans by assets on file.
- #1,377
- in Other Services (7,857 peers)
- +2.2%
- assets growth YoY
Agile Funding & Investments, Inc. Retirement Plan among the smaller filed plans by assets
Agile Funding & Investments, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$138,000 8th percentile higher than 8% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Agile Funding & Investments, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agile Funding & Investments, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Agile Funding & Investments, Inc. Retirement Plan reported net income rose from -$65K in the plan year 2022 filing to $3K in the plan year 2023 filing.
- Agile Funding & Investments, Inc. Retirement Plan end-of-year assets rose from $135K in the plan year 2022 filing to $138K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 873210622 · Agile Funding & Investments, Inc. PY 2023 · Profit Sharing
Agile Funding & Investments, Inc. Retirement Plan · $138K · 1 · 8th
- 5500 $138K
- 5500 1
- 5500 8th
- 5500 Profit Sharing
- 5500 near Sb&m Industries Inc. Retirement Plan
- 5500 ind #1377
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 Other Services retirement plans → · Plans in Maryland →
Agile Funding & Investments, Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $135K |
|---|---|
| Net Assets (End of Year) | $138K |
| Net Income | $3K |
| Employer EIN | 873210622 |
| Plan Effective Date | 2021-10-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Agile Funding & Investments, Inc.)
Sponsor-wide plan assets over time
All Agile Funding & Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $135K |
| 2023 | 1 | 1 | $138K |
| 2024 | 1 | 1 | N/A |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $2.6B · 25,150
- Nfl Player Annuity Program $1.7B · 2,736
- Major League Baseball Players Investment Plan $1.1B · 4,293
- International Painters and Allied Trades Industry Annuity Plan $622M · 10,625
- Nfl Player Capital Accumulation Plan $617M · 2,701
Agile Funding & Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Sb&m Industries Inc. Retirement Plan in TX ($138K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138K here).
- Sb&m Industries Inc. Retirement Plan (TX) $138K · 2
- Vution Corp. Retirement Plan (NY) $138K · N/A
- Ajasent Inc. Retirment Plan (IN) $138K · 1
- Boru Holdings Corp. Retirement Plan (MA) $138K · 4
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.