401(k) · DOL Form 5500 · 2023

Agex Group Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 1
Participants Small participant base: 26th
Percentile by assets National rank: $1.3M
Avg per participant High balance/head

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Official DOL plan name: Agex Group Retirement Plan · Sponsored by Agex Group Inc. · Iowa · Wholesale Trade

$1M in assets, 1 participants

Agex Group Inc.'s Agex Group Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#971 in Wholesale Trade (6,309 peers)

Agex Group Inc. multi-year trail

Agex Group Inc.'s plans moved +124.3% in assets from 2022 to 2024; this filing shows Agex Group Retirement Plan at $1M / 1 participant.

#971
in Wholesale Trade (6,309 peers): +32.6%
assets growth YoY

Agex Group Retirement Plan among the smaller filed plans by assets

Agex Group Retirement Plan vs every filed plan by assets

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

$1,288,657 26th percentile higher than 26% 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

Agex Group 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. Agex Group Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Agex Group Retirement Plan reported net income fell from $544K in the plan year 2022 filing to $317K in the plan year 2023 filing.
Agex Group Retirement Plan end-of-year assets rose from $972K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 863998146 · Agex Group Inc. PY 2023 · 401(k)

Agex Group Retirement Plan · $1M · 1 · 26th

BOY $1M
SCH 1
EBSA 26th
PART 401(k)
TYPE near Cedar Sun Corp. 401(k) Plan
NET ind #971

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 Wholesale Trade retirement plans → · Plans in Iowa →

End-of-year total assets ($M) among Agex Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Agex Group Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 124.26790770801092% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$972K
2023	1	1	$1M
2024	1	1	$2M

Agex Group Inc. filing trail (2023)

Total Assets (Beginning of Year)	$972K
Net Assets (End of Year)	$1M
Net Income	$317K
Employer EIN	863998146
Plan Effective Date	2021-05-21
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Agex Group Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Agex Group Retirement Plan side-by-side with 3 peers →

Agex Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Cedar Sun Corp. 401(k) Plan in TX ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Cedar Sun Corp. 401(k) Plan (TX) $1M · N/A
Bricker Enterprise Company, Inc. 401(k) Plan (TX) $1M · 1
Verkler, Inc. 401(k) Profit Sharing Plan (IN) $1M · 8
Mesquite Rv and Boat Storage, Inc. 401(k) Plan (NV) $1M · N/A

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off

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 Agex Group Retirement Plan assets move in 2023? ▼

Agex Group Retirement Plan surged - up 32.6% during 2023, from $972K to $1M. Reported net income was $317K.

How have Agex Group Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Agex Group Inc.'s sponsor-wide assets grew 124.3%, from $972K to $2M.

Which 401(k) plans are similar in size to Agex Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cedar Sun Corp. 401(k) Plan in TX ($1M, N/A participants).

Which 401(k) plans cover a similar participant headcount to Agex Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 863998146.