401(k) · DOL Form 5500 · 2023

Agio, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
153
Participants Small participant base
62nd
Percentile by assets National rank
$77,303
Avg per participant Below avg balance/head
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Official DOL plan name: Agio, Inc. 401(k) Plan · Sponsored by Agio, Inc. · Oklahoma · Professional & Technical Services

$12M in assets, 153 participants

Agio, Inc.'s Agio, Inc. 401(k) Plan reported $12M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,449 in Professional & Technical Services (20,321 peers)

Coverage in Oklahoma

Agio, Inc. 401(k) Plan covers 153 participants in Oklahoma, about 20% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.

#12,449
in Professional & Technical Services (20,321 peers)
+17.2%
assets growth YoY

Agio, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Agio, Inc. 401(k) Plan vs every filed plan by assets

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

$11,827,354 Top 38% higher than 62% 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

Agio, Inc. 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. Agio, Inc. 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agio, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Agio, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Agio, Inc. 401(k) Plan reported participants fell from 182 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 844093832 · Agio, Inc. PY 2023 · 401(k)

Agio, Inc. 401(k) Plan · $12M · 153 · 62nd

  • EOY $12M
  • 5500 153
  • ASSETS 62nd
  • PCT 401(k)
  • EIN near Community Action Partnership of Madera County, Inc. 403(b) Retirement Plan
  • RANK ind #12449

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 Oklahoma →

Agio, Inc. 401(k) Plan in the asset neighbourhood

Agio, Inc. 401(k) Plan$12MCommunity Action Partnership of Madera County, Inc. 403(b) Retirement PlanCommunity Action Partnership…$12MMinneapolis Heart Institute FoundationMinneapolis Heart Institute …$12MLummus Corporation Employees 401(k) PlanLummus Corporation Employees…$12MRocky's Hardware, Inc. 401(k) PlanRocky's Hardware, Inc. 401(k…$12M
End-of-year total assets ($M) among Agio, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN844093832
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agio, Inc.)

Sponsor-wide plan assets over time

All Agio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 17.365554409352487% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.1M $11.9M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 182 $10M
2023 1 153 $12M
2024 1 146 $12M

Nearby 401(k) Plans in Oklahoma

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

Agio, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Agio, Inc. 401(k) Plan, Total assets ($B): 0.011827354 · Participants: 153Agio, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Agio, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Agio, Inc. 401(k) Plan side-by-side with 3 peers →

Agio, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Community Action Partnership of Madera County, Inc. 403(b) Retirement Plan in CA ($12M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Agio, Inc. 401(k) Plan assets move in 2023? ▼
Agio, Inc. 401(k) Plan grew sharply - up 17.2% during 2023, from $10M to $12M. Reported net income was $2M.
How have Agio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agio, Inc.'s sponsor-wide assets grew 17.4%, from $10M to $12M.
Which 401(k) plans are similar in size to Agio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Action Partnership of Madera County, Inc. 403(b) Retirement Plan in CA ($12M, 300 participants).
Which 401(k) plans cover a similar participant headcount to Agio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A 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 844093832.

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.