401(k) · DOL Form 5500 · 2023

The Aagard Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
291
Participants Below avg headcount
72nd
Percentile by assets National rank
$67,049
Avg per participant Below avg balance/head
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Official DOL plan name: The Aagard Group, LLC. 401(k) Ps Plan · Sponsored by The Aagard Group, LLC · Minnesota · Manufacturing

$20M in assets, 291 participants

The Aagard Group, LLC's The Aagard Group, LLC. 401(k) Ps Plan reported $20M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,595 in Manufacturing (18,722 peers)

Coverage in Minnesota

The Aagard Group, LLC. 401(k) Ps Plan covers 291 participants in Minnesota, about 26% of the average Minnesota filer (state average ~1,126 per filing). Assets: $20M.

#11,595
in Manufacturing (18,722 peers)
+41.0%
assets growth YoY

The Aagard Group, LLC. 401(k) Ps Plan's outsized position by total assets

The Aagard Group, LLC. 401(k) Ps Plan vs every filed plan by assets

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

$19,511,162 Top 28% higher than 72% 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

The Aagard Group, LLC. 401(k) Ps 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. The Aagard Group, LLC. 401(k) Ps Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Aagard Group, LLC. 401(k) Ps Plan reported net income rose from -$754K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Aagard Group, LLC. 401(k) Ps Plan end-of-year assets rose from $14M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • The Aagard Group, LLC. 401(k) Ps Plan reported participants rose from 259 in the plan year 2022 filing to 291 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411860765 · The Aagard Group, LLC PY 2023 · 401(k)

The Aagard Group, LLC. 401(k) Ps Plan · $20M · 291 · 72nd

  • BOOK $20M
  • BOOK 291
  • BOOK 72nd
  • BOOK 401(k)
  • BOOK near Brown & Crouppen, P.C. 401(k) Retirement Plan
  • BOOK ind #11595

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 Manufacturing retirement plans → · Plans in Minnesota →

The Aagard Group, LLC. 401(k) Ps Plan in the asset neighbourhood

The Aagard Group, LLC. 401(k) Ps PlanThe Aagard Group, LLC. 401(k…$20MBrown & Crouppen, P.C. 401(k) Retirement PlanBrown & Crouppen, P.C. 401(k…$20MRochester Dairy Industry Individual Pension Account PlanRochester Dairy Industry Ind…$20MIt Concepts 401(k) Plan$20MFuruno USA, Inc. 401(k) Plan$20M
End-of-year total assets ($M) among The Aagard Group, LLC. 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$20M
Net Income$6M
Employer EIN411860765
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Aagard Group, LLC)

Sponsor-wide plan assets over time

All The Aagard Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 86.61082964130065% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.8M $25.8M ▲ +86.6%
Year Plans Participants Total Assets
2022 1 259 $14M
2023 1 291 $20M
2024 1 308 $26M

Nearby 401(k) Plans in Minnesota

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

The Aagard Group, LLC. 401(k) Ps Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants The Aagard Group, LLC. 401(k) Ps Plan, Total assets ($B): 0.019511162 · Participants: 291The Aagard Group, LLC. 401(k) Ps PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
The Aagard Group, LLC. 401(k) Ps Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The Aagard Group, LLC. 401(k) Ps Plan side-by-side with 3 peers →

The Aagard Group, LLC. 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Brown & Crouppen, P.C. 401(k) Retirement Plan in MO ($20M); by covered participants it is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (291 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 The Aagard Group, LLC. 401(k) Ps Plan assets move in 2023? ▼
The Aagard Group, LLC. 401(k) Ps Plan surged - up 41.0% during 2023, from $14M to $20M. Reported net income was $6M.
How have The Aagard Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Aagard Group, LLC's sponsor-wide assets grew 86.6%, from $14M to $26M.
Which 401(k) plans are similar in size to The Aagard Group, LLC. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brown & Crouppen, P.C. 401(k) Retirement Plan in MO ($20M, 226 participants).
Which 401(k) plans cover a similar participant headcount to The Aagard Group, LLC. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants, $28M 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 411860765.

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.