401(k) · DOL Form 5500 · 2023
AGSTATE 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $62,943
- Avg per participant Low balance/head
Official DOL plan name: Ubg 401(k) - Agstate · Sponsored by AGSTATE · Iowa · Agriculture, Forestry & Fishing
$13M in assets, 213 participants
AGSTATE's Ubg 401(k) - Agstate reported $13M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #917 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Iowa
Ubg 401(k) - Agstate covers 213 participants in Iowa, about 35% of the average Iowa filer (state average ~609 per filing). Assets: $13M.
- #917
- in Agriculture, Forestry & Fishing (1,288 peers)
- +9.9%
- assets growth YoY
Ubg 401(k) - Agstate's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
Ubg 401(k) - Agstate vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,406,884 Top 35% higher than 65% 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
Ubg 401(k) - Agstate 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) - Agstate sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ubg 401(k) - Agstate reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Ubg 401(k) - Agstate end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Ubg 401(k) - Agstate reported participants fell from 219 in the plan year 2022 filing to 213 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 420243900 · AGSTATE PY 2023 · 401(k)
Ubg 401(k) - Agstate · $13M · 213 · 65th
- PART $13M
- PART 213
- PART 65th
- PART 401(k)
- PART near Chesapeake Spice 401(k) Plan
- PART ind #917
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 Iowa →
Ubg 401(k) - Agstate in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 420243900 |
| Plan Effective Date | 1995-06-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (AGSTATE)
Sponsor-wide plan assets over time
All AGSTATE plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 2.562427498417759% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 498 | $44M |
| 2023 | 3 | 489 | $48M |
| 2024 | 3 | 434 | $45M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Ubg 401(k) - Agstate's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Chesapeake Spice 401(k) Plan in MD ($13M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Chesapeake Spice 401(k) Plan (MD) $13M · 260
- Deltech Savings Plan (LA) $13M · 98
- Champion Discs, Inc. 401(k) Profit Sharing Plan (CA) $13M · 136
- Verastem, Inc. 401(k) Plan (MA) $13M · 59
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Bnccorp, Inc. 401(k) Savings Plan (ND) 213 · 0 off
- Hyphen Solutions Retirement Plan (TX) 213 · 0 off
- Cherry Hill Company/Lrc 401(k) Plan (NE) 213 · 0 off
- J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan (CA) 213 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.