401(k) · DOL Form 5500 · 2023

Agilon Health Management Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
848
Participants Near avg headcount
80th
Percentile by assets National rank
$38,875
Avg per participant Low balance/head
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Official DOL plan name: Agilon Health Inc. 401(k) Profit Sharing Plan · Sponsored by Agilon Health Management Inc. · Texas · Healthcare & Social Assistance

$33M in assets, 848 participants

Agilon Health Management Inc.'s Agilon Health Inc. 401(k) Profit Sharing Plan reported $33M in total assets and 848 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,753 in Healthcare & Social Assistance (17,684 peers)

Where Agilon Health Inc. 401(k) Profit Sharing Plan sits by assets

Agilon Health Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $33M for 848 participants (~$38,875/participant), up 46.0% in 2023.

#14,753
in Healthcare & Social Assistance (17,684 peers)
+46.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Agilon Health Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Agilon Health Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,965,815 Top 20% higher than 80% 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

Agilon Health Inc. 401(k) Profit Sharing 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. Agilon Health Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (848 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agilon Health Inc. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Agilon Health Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Agilon Health Inc. 401(k) Profit Sharing Plan reported participants rose from 609 in the plan year 2022 filing to 848 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 812677797 · Agilon Health Management Inc. PY 2023 · 401(k)

Agilon Health Inc. 401(k) Profit Sharing Plan · $33M · 848 · 80th

  • PART $33M
  • PART 848
  • PART 80th
  • PART 401(k)
  • PART near Invision Communications, Inc. 401(k) Plan
  • PART ind #14753

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Agilon Health Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Agilon Health Inc. 401(k) Profit Sharing PlanAgilon Health Inc. 401(k) Pr…$33MInvision Communications, Inc. 401(k) PlanInvision Communications, Inc…$33MKtimehr Profit Sharing and Retirement Savings 401(k) PlanKtimehr Profit Sharing and R…$33MTumac Lumber Co., Inc. Profit Sharing TrustTumac Lumber Co., Inc. Profi…$33MIntegrated Design Solutions, LLC Retirement Savings PlanIntegrated Design Solutions,…$33M
End-of-year total assets ($M) among Agilon Health Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$33M
Net Income$10M
Employer EIN812677797
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agilon Health Management Inc.)

Sponsor-wide plan assets over time

All Agilon Health Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 65.86367813815073% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.6M $37.4M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 609 $23M
2023 1 848 $33M
2024 1 632 $37M

Nearby 401(k) Plans in Texas

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

Agilon Health Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Agilon Health Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.032965815 · Participants: 848Agilon Health Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Agilon Health Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Agilon Health Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Agilon Health Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Invision Communications, Inc. 401(k) Plan in CA ($33M); by covered participants it is Community Medical Services 401(k) in AZ (848 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (848 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 Agilon Health Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Agilon Health Inc. 401(k) Profit Sharing Plan surged - up 46.0% during 2023, from $23M to $33M. Reported net income was $10M.
How have Agilon Health Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agilon Health Management Inc.'s sponsor-wide assets grew 65.9%, from $23M to $37M.
Where does Agilon Health Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Agilon Health Inc. 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Agilon Health Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Invision Communications, Inc. 401(k) Plan in CA ($33M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Agilon Health Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Medical Services 401(k) in AZ (848 participants, $9M 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 812677797.

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.