Defined Benefit (Pension) · DOL Form 5500 · 2023

Agiliti Health, Inc. Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
71
Participants Small participant base
75th
Percentile by assets National rank
$318,283
Avg per participant High balance/head
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Official DOL plan name: Agiliti Health Inc. Employees' Pension Plan · Sponsored by Agiliti Health, Inc. · Minnesota · Healthcare & Social Assistance

$23M in assets, 71 participants

Agiliti Health, Inc.'s Agiliti Health Inc. Employees' Pension Plan reported $23M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,929 in Healthcare & Social Assistance (17,684 peers)

Where Agiliti Health Inc. Employees' Pension Plan sits by assets

Agiliti Health Inc. Employees' Pension Plan sits in the top quartile of all filed plans by assets, $23M for 71 participants (~$318,283/participant), up 6.6% in 2023.

#13,929
in Healthcare & Social Assistance (17,684 peers)
+6.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Agiliti Health Inc. Employees' Pension Plan's outsized position by total assets

Agiliti Health Inc. Employees' Pension Plan vs every filed plan by assets

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

$22,598,085 Top 25% higher than 75% 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

Agiliti Health Inc. Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agiliti Health Inc. Employees' Pension Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agiliti Health Inc. Employees' Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Agiliti Health Inc. Employees' Pension Plan reported participants fell from 78 in the plan year 2022 filing to 71 in the plan year 2023 filing.
  • Agiliti Health Inc. Employees' Pension Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410760940 · Agiliti Health, Inc. PY 2023 · Defined Benefit (Pension)

Agiliti Health Inc. Employees' Pension Plan · $23M · 71 · 75th

  • PART $23M
  • TYPE 71
  • NET 75th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Ashcroft Inc. Retirement Plan for Union Employees
  • BOY ind #13929

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Agiliti Health Inc. Employees' Pension Plan in the asset neighbourhood

Sun Federal Credit Union Defined Benefit Plan and TrustSun Federal Credit Union Def…$23MAgiliti Health Inc. Employees' Pension PlanAgiliti Health Inc. Employee…$23MAshcroft Inc. Retirement Plan for Union EmployeesAshcroft Inc. Retirement Pla…$23MPension Plan for the Employees of L'oreal Travel Retail Americas, Inc.Pension Plan for the Employe…$23MAtapco Pension Plan$23M
End-of-year total assets ($M) among Agiliti Health Inc. Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN410760940
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agiliti Health, Inc.)

Sponsor-wide plan assets over time

All Agiliti Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$324M 61.122751794222694% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $201M $324M ▲ +61.1%
Year Plans Participants Total Assets
2022 2 3,992 $201M
2023 2 5,331 $282M
2024 2 5,900 $324M

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Agiliti Health Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Agiliti Health Inc. Employees' Pension Plan, Total assets ($B): 0.022598085 · Participants: 71Agiliti Health Inc. Employees' Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 14.281991028 · Participants: 106383M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 11.032936702 · Participants: 69155Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.150985971 · Participants: 24884The Travelers Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.991064596 · Participants: 383General Mills Pension Plan IU.S. Bank Pension Plan, Total assets ($B): 3.969502742 · Participants: 56287U.S. Bank Pension Plan
Agiliti Health Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Agiliti Health Inc. Employees' Pension Plan side-by-side with 3 peers →

Agiliti Health Inc. Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Ashcroft Inc. Retirement Plan for Union Employees in CT ($23M); by covered participants it is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Agiliti Health Inc. Employees' Pension Plan assets move in 2023? ▼
Agiliti Health Inc. Employees' Pension Plan grew at a solid clip - up 6.6% during 2023, from $21M to $23M. Reported net income was $1M.
How have Agiliti Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agiliti Health, Inc.'s sponsor-wide assets grew 61.1%, from $201M to $324M.
Where does Agiliti Health Inc. Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Agiliti Health Inc. Employees' Pension Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Agiliti Health Inc. Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ashcroft Inc. Retirement Plan for Union Employees in CT ($23M, 105 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Agiliti Health Inc. Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (71 participants, $5M 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 410760940.

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.