401(k) · DOL Form 5500 · 2023

Scaled Agile, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
200
Participants Below avg headcount
64th
Percentile by assets National rank
$63,279
Avg per participant Low balance/head
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Official DOL plan name: Scaled Agile 401(k) Plan · Sponsored by Scaled Agile, Inc. · Colorado · Professional & Technical Services

$13M in assets, 200 participants

Scaled Agile, Inc.'s Scaled Agile 401(k) Plan reported $13M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,756 in Professional & Technical Services (20,321 peers)

Scaled Agile, Inc. multi-year trail

Scaled Agile, Inc.'s plans moved +76.8% in assets from 2022 to 2024; this filing shows Scaled Agile 401(k) Plan at $13M / 200 participants.

#12,756
in Professional & Technical Services (20,321 peers)
+49.0%
assets growth YoY

Scaled Agile 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Scaled Agile 401(k) Plan vs every filed plan by assets

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

$12,655,836 Top 36% higher than 64% 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

Scaled Agile 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. Scaled Agile 401(k) Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scaled Agile 401(k) Plan reported net income rose from $43K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Scaled Agile 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Scaled Agile 401(k) Plan reported participants rose from 159 in the plan year 2022 filing to 200 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 453582560 · Scaled Agile, Inc. PY 2023 · 401(k)

Scaled Agile 401(k) Plan · $13M · 200 · 64th

  • 5500 $13M
  • ASSETS 200
  • PCT 64th
  • EIN 401(k)
  • RANK near William Vitacco Associates Retirement Plan
  • PHOTO ind #12756

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Scaled Agile 401(k) Plan in the asset neighbourhood

Scaled Agile 401(k) Plan$13MWilliam Vitacco Associates Retirement PlanWilliam Vitacco Associates R…$13MIce Industries 401(k) Plan$13MCdr Consultants Inc 401(k) Profit Sharing Plan & TrustCdr Consultants Inc 401(k) P…$13MBhmk 401(k) Profit Sharing PlanBhmk 401(k) Profit Sharing P…$13M
End-of-year total assets ($M) among Scaled Agile 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scaled Agile, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Scaled Agile, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 76.7920469883889% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.49M $15M ▲ +76.8%
Year Plans Participants Total Assets
2022 1 159 $8M
2023 1 200 $13M
2024 1 184 $15M

Scaled Agile, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN453582560
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Scaled Agile 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Scaled Agile 401(k) Plan, Total assets ($B): 0.012655836 · Participants: 200Scaled Agile 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Scaled Agile 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Scaled Agile 401(k) Plan side-by-side with 3 peers →

Scaled Agile 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is William Vitacco Associates Retirement Plan in NY ($13M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Scaled Agile 401(k) Plan assets move in 2023? ▼
Scaled Agile 401(k) Plan surged - up 49.0% during 2023, from $8M to $13M. Reported net income was $4M.
How have Scaled Agile, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scaled Agile, Inc.'s sponsor-wide assets grew 76.8%, from $8M to $15M.
Which 401(k) plans are similar in size to Scaled Agile 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is William Vitacco Associates Retirement Plan in NY ($13M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Scaled Agile 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants, $443 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 453582560.

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.