401(k) · DOL Form 5500 · 2023

Ag Rx 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
126
Participants Small participant base
69th
Percentile by assets National rank
$131,147
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ag Rx Employee Stock Ownership and 401(k) Plan · Sponsored by Ag Rx · California · Agriculture, Forestry & Fishing

$17M in assets, 126 participants

Ag Rx's Ag Rx Employee Stock Ownership and 401(k) Plan reported $17M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

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

Coverage in California

Ag Rx Employee Stock Ownership and 401(k) Plan covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $17M.

#983
in Agriculture, Forestry & Fishing (1,288 peers)
+17.8%
assets growth YoY

Ag Rx Employee Stock Ownership and 401(k) Plan's outsized position by total assets

Ag Rx Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$16,524,579 Top 31% higher than 69% 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

Ag Rx Employee Stock Ownership and 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. Ag Rx Employee Stock Ownership and 401(k) Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ag Rx Employee Stock Ownership and 401(k) Plan reported net income rose from -$195K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ag Rx Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Ag Rx Employee Stock Ownership and 401(k) Plan reported participants fell from 130 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770329972 · Ag Rx PY 2023 · 401(k)

Ag Rx Employee Stock Ownership and 401(k) Plan · $17M · 126 · 69th

  • PART $17M
  • PART 126
  • PART 69th
  • PART 401(k)
  • PART near Medical City Dallas Management, Ltd. 401(k) Profit Sharing Plan
  • PART ind #983

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 California →

Ag Rx Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Titanium Industries, Inc. 401(k) Profit Sharing PlanTitanium Industries, Inc. 40…$17MAg Rx Employee Stock Ownership and 401(k) PlanAg Rx Employee Stock Ownersh…$17MMedical City Dallas Management, Ltd. 401(k) Profit Sharing PlanMedical City Dallas Manageme…$17MBluware 401(k) Plan$17MPan Communications, Inc. 401(k) Profit Sharing Plan & TrustPan Communications, Inc. 401…$17M
End-of-year total assets ($M) among Ag Rx Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN770329972
Plan Effective Date1993-06-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Ag Rx)

Sponsor-wide plan assets over time

All Ag Rx plans reported in each filing year

Latest sponsor-wide plan assets
$19M 33.69167973593287% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $18.8M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 130 $14M
2023 1 126 $17M
2024 1 137 $19M

Nearby 401(k) Plans in California

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

Ag Rx Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ag Rx Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.016524579 · Participants: 126Ag Rx Employee Stock Ownership and 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ag Rx Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ag Rx Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Ag Rx Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Medical City Dallas Management, Ltd. 401(k) Profit Sharing Plan in TX ($17M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Ag Rx Employee Stock Ownership and 401(k) Plan assets move in 2023? ▼
Ag Rx Employee Stock Ownership and 401(k) Plan grew sharply - up 17.8% during 2023, from $14M to $17M. Reported net income was $2M.
How have Ag Rx plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ag Rx's sponsor-wide assets grew 33.7%, from $14M to $19M.
Which 401(k) plans are similar in size to Ag Rx Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medical City Dallas Management, Ltd. 401(k) Profit Sharing Plan in TX ($17M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Ag Rx Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 770329972.

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.