401(k) · DOL Form 5500 · 2023

Ag Plus Cooperative 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
151
Participants Small participant base
50th
Percentile by assets National rank
$43,982
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ubg 401(k) - Ag Plus Cooperative · Sponsored by Ag Plus Cooperative · Minnesota · Wholesale Trade

$7M in assets, 151 participants

Ag Plus Cooperative's Ubg 401(k) - Ag Plus Cooperative reported $7M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,492 in Wholesale Trade (6,309 peers)

Coverage in Minnesota

Ubg 401(k) - Ag Plus Cooperative covers 151 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $7M.

#2,492
in Wholesale Trade (6,309 peers)
+20.0%
assets growth YoY

Ubg 401(k) - Ag Plus Cooperative's mid-pack asset rank among Wholesale Trade and all filers

Ubg 401(k) - Ag Plus Cooperative vs every filed plan by assets

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

$6,641,214 Top 50% higher than 50% 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

Ubg 401(k) - Ag Plus Cooperative 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. Ubg 401(k) - Ag Plus Cooperative sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ubg 401(k) - Ag Plus Cooperative reported net income rose from -$869K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ubg 401(k) - Ag Plus Cooperative end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ubg 401(k) - Ag Plus Cooperative reported participants rose from 149 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410251170 · Ag Plus Cooperative PY 2023 · 401(k)

Ubg 401(k) - Ag Plus Cooperative · $7M · 151 · 50th

  • TYPE $7M
  • TYPE 151
  • TYPE 50th
  • TYPE 401(k)
  • TYPE near First Service Bank Profit Sharing & 401(k) Plan
  • TYPE ind #2492

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 Minnesota →

Ubg 401(k) - Ag Plus Cooperative in the asset neighbourhood

Ubg 401(k) - Ag Plus CooperativeUbg 401(k) - Ag Plus Coopera…$7MFirst Service Bank Profit Sharing & 401(k) PlanFirst Service Bank Profit Sh…$7MGolden Automotive Group LLC 401(k) Profit Sharing PlanGolden Automotive Group LLC …$7MWilliam S. Trimble Company, Inc. Profit Sharing Plan & TrustWilliam S. Trimble Company, …$7MHealthnet Aeromedical Services 401(k) PlanHealthnet Aeromedical Servic…$7M
End-of-year total assets ($M) among Ubg 401(k) - Ag Plus Cooperative and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN410251170
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ag Plus Cooperative)

Sponsor-wide plan assets over time

All Ag Plus Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$7M 30.338701488552854% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.53M $7.21M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 149 $6M
2023 1 151 $7M
2024 1 162 $7M

Nearby 401(k) Plans in Minnesota

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

Ubg 401(k) - Ag Plus Cooperative vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Ubg 401(k) - Ag Plus Cooperative, Total assets ($B): 0.006641214 · Participants: 151Ubg 401(k) - Ag Plus CooperativeUnitedhealth 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
Ubg 401(k) - Ag Plus Cooperative vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Ubg 401(k) - Ag Plus Cooperative side-by-side with 3 peers →

Ubg 401(k) - Ag Plus Cooperative's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is First Service Bank Profit Sharing & 401(k) Plan in AR ($7M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Ubg 401(k) - Ag Plus Cooperative assets move in 2023? ▼
Ubg 401(k) - Ag Plus Cooperative grew sharply - up 20.0% during 2023, from $6M to $7M. Reported net income was $1M.
How have Ag Plus Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ag Plus Cooperative's sponsor-wide assets grew 30.3%, from $6M to $7M.
Which 401(k) plans are similar in size to Ubg 401(k) - Ag Plus Cooperative? ▼
Among 401(k) plans in other states, the closest by assets is First Service Bank Profit Sharing & 401(k) Plan in AR ($7M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Ubg 401(k) - Ag Plus Cooperative? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 410251170.

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.