401(k) · DOL Form 5500 · 2023

Agiliti Health, Inc. 401(k) Plan

Data updated 2026-08-25

$259M
Total assets Near avg plan size
5,260
Participants Above avg headcount
96th
Percentile by assets National rank
$49,295
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Agiliti 401(k) · Sponsored by Agiliti Health, Inc. · Minnesota · Real Estate

$259M in assets, 5,260 participants

Agiliti Health, Inc.'s Agiliti 401(k) reported $259M in total assets and 5,260 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #4,687 in Real Estate (4,727 peers)

Coverage in Minnesota

Agiliti 401(k) covers 5,260 participants in Minnesota, 4.7x the typical Minnesota plan (state average ~1,126 per filing). Assets: $259M.

#4,687
in Real Estate (4,727 peers)
+44.0%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Agiliti 401(k)'s outsized position by total assets

Agiliti 401(k) vs every filed plan by assets

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

$259,289,189 Top 4% higher than 96% 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 401(k)'s large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agiliti 401(k) lands in the large band (5,260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agiliti 401(k) reported net income rose from -$31M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Agiliti 401(k) end-of-year assets rose from $180M in the plan year 2022 filing to $259M in the plan year 2023 filing.
  • Agiliti 401(k) reported participants rose from 3,914 in the plan year 2022 filing to 5,260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410760940 · Agiliti Health, Inc. PY 2023 · 401(k)

Agiliti 401(k) · $259M · 5,260 · 96th

  • BOOK $259M
  • VS-ST 5,260
  • BOY 96th
  • SCH 401(k)
  • EBSA near American Public Education Retirement Plan
  • PART ind #4687

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 Real Estate retirement plans → · Plans in Minnesota →

Agiliti 401(k) in the asset neighbourhood

Agiliti 401(k)$259MAmerican Public Education Retirement PlanAmerican Public Education Re…$259MExelixis, Inc. 401(k) Plan$259MSilver Cross Hospital & Medical Centers Employees' 401(k) Retirement Savings PlanSilver Cross Hospital & Medi…$259MWilson, Elser, Moskowitz, Edelman & Dicker LLP 401(k) Savings PlanWilson, Elser, Moskowitz, Ed…$259M
End-of-year total assets ($M) among Agiliti 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$180M
Net Assets (End of Year)$259M
Net Income$46M
Employer EIN410760940
Plan Effective Date1981-01-01
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 401(k) Plans in Minnesota

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

Agiliti 401(k) vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Agiliti 401(k), Total assets ($B): 0.259289189 · Participants: 5260Agiliti 401(k)Unitedhealth 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
Agiliti 401(k) vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Agiliti 401(k) side-by-side with 3 peers →

Scale composition for Agiliti 401(k)

Agiliti 401(k) reports $259M in end-of-year assets across 5,260 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $49,295 per participant (36% of the national average assets-per-participant) . Net income for plan year 2023 was $46M.

This plan identity (EIN 410760940, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $180M to $302M (+67.9%) while covered participants moved from 3,914 to 5,831 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 3,914 $180M Open filing
2023 5,260 $259M This page
2024 · index core 5,831 $302M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Agiliti 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is American Public Education Retirement Plan in WV ($259M); by covered participants it is Two Farms Inc. Employees' 401(k) Profit Sharing in MD (5,259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,260 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 401(k) assets move in 2023? ▼
Agiliti 401(k) surged - up 44.0% during 2023, from $180M to $259M. Reported net income was $46M.
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 401(k) rank by assets among Form 5500 filers? ▼
Agiliti 401(k) ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Agiliti 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is American Public Education Retirement Plan in WV ($259M, 5,728 participants).
Which 401(k) plans cover a similar participant headcount to Agiliti 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Two Farms Inc. Employees' 401(k) Profit Sharing in MD (5,259 participants, $28M 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.