Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Agiliti Health Inc. Employees' Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Agiliti Health, Inc. · Minnesota · Healthcare & Social Assistance

What the 2023 filing shows

Agiliti Health Inc. Employees' Pension Plan holds $23M for 71 participants — about $318,283 per participant, up 6.6% over the 2023 plan year.

$23M
total plan assets (2023 EOY)
71
covered participants
$318,283
avg assets per participant
+6.6%
assets growth YoY
Total Assets (2023)
$23M
Participants
71
State
Industry
Healthcare & Social Assistance

What the Filing Says About Agiliti Health Inc. Employees' Pension Plan

Agiliti Health Inc. Employees' Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Agiliti Health, Inc., headquartered in Minnesota. As of the 2023 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 71 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 410760940, and the plan has been effective since 1980-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2023 to $23M at year-end — a gain of 6.6%. Net assets (after liabilities) closed the year at $23M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Agiliti Health, Inc.)

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

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Frequently Asked Questions

How much money is in the Agiliti Health Inc. Employees' Pension Plan?
As of the 2023 Form 5500 filing, Agiliti Health Inc. Employees' Pension Plan holds $23M in total assets with 71 participants. It is sponsored by Agiliti Health, Inc..
What type of plan is Agiliti Health Inc. Employees' Pension Plan?
Agiliti Health Inc. Employees' Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1980-01-01. The plan is filed with the U.S. Department of Labor under EIN 410760940.
Who sponsors the Agiliti Health Inc. Employees' Pension Plan?
Agiliti Health Inc. Employees' Pension Plan is sponsored by Agiliti Health, Inc., located in Minnesota. The sponsor's EIN is 410760940 and the plan operates in the Healthcare & Social Assistance industry.
How did Agiliti Health Inc. Employees' Pension Plan perform in 2023?
Agiliti Health Inc. Employees' Pension Plan grew by 6.6% during 2023, moving from $21M to $23M in total assets. Net income was $1M.
Where can I find official filings for Agiliti Health Inc. Employees' Pension Plan?
Official Form 5500 filings for Agiliti Health Inc. Employees' Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410760940 or plan name at efast.dol.gov.
How does Agiliti Health Inc. Employees' Pension Plan compare to other plans?
You can compare Agiliti Health Inc. Employees' Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.