401(k) · DOL Form 5500 · 2023

Agdata, L.P. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 166
Participants Small participant base: 72nd
Percentile by assets National rank: $117,579
Avg per participant Below avg balance/head

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Official DOL plan name: Agdata, L.P. 401(k) Plan · Sponsored by Agdata, L.P. · North Carolina · Agriculture, Forestry & Fishing

$20M in assets, 166 participants

Agdata, L.P.'s Agdata, L.P. 401(k) Plan reported $20M in total assets and 166 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.

#1,030 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in North Carolina

Agdata, L.P. 401(k) Plan covers 166 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $20M.

#1,030
in Agriculture, Forestry & Fishing (1,288 peers): +20.8%
assets growth YoY

Agdata, L.P. 401(k) Plan's outsized position by total assets

Agdata, L.P. 401(k) Plan vs every filed plan by assets

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

$19,518,043 Top 28% higher than 72% 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

Agdata, L.P. 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. Agdata, L.P. 401(k) Plan sits mid-pack in the medium band (166 participants).

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%)

Agdata, L.P. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Agdata, L.P. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Agdata, L.P. 401(k) Plan reported participants rose from 158 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204202692 · Agdata, L.P. PY 2023 · 401(k)

Agdata, L.P. 401(k) Plan · $20M · 166 · 72nd

RANK $20M
PHOTO 166
IND 72nd
EOY 401(k)
5500 near Mosaic 401(k) Plan
ASSETS ind #1030

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 Agriculture, Forestry & Fishing retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among Agdata, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$20M
Net Income	$3M
Employer EIN	204202692
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Agdata, L.P.)

Latest sponsor-wide plan assets: $23M 42.484156296271486% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	158	$16M
2023	1	166	$20M
2024	1	177	$23M

Nearby 401(k) Plans in North Carolina

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

Agdata, L.P. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Agdata, L.P. 401(k) Plan side-by-side with 3 peers →

Agdata, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mosaic 401(k) Plan in WA ($20M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Mosaic 401(k) Plan (WA) $20M · 127
Pace 401(k) Plan (CA) $20M · 265
Precise Tool & Manufacturing, Inc. Profit Sharing & 401(k) Plan (NY) $20M · 220
Schmueser Gordon Meyer, Inc. 401(k) Plan (CO) $20M · 115

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

California Retina Associates 401(k) Plan (CA) 166 · 0 off
Lightways Hospice and Serious Illness Care 401(k) Plan (IL) 166 · 0 off
Air Conditioning Innovative Solutions 401(k) Plan (TX) 166 · 0 off
The Amadas Group, Inc. Savings Plan (VA) 166 · 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 Agdata, L.P. 401(k) Plan assets move in 2023? ▼

Agdata, L.P. 401(k) Plan grew sharply - up 20.8% during 2023, from $16M to $20M. Reported net income was $3M.

How have Agdata, L.P. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Agdata, L.P.'s sponsor-wide assets grew 42.5%, from $16M to $23M.

Which 401(k) plans are similar in size to Agdata, L.P. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mosaic 401(k) Plan in WA ($20M, 127 participants).

Which 401(k) plans cover a similar participant headcount to Agdata, L.P. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 204202692.