401(k) · DOL Form 5500 · 2023
Agiliti Health, Inc. 401(k) Plan
Data updated 2026-08-11
- $259M
- Total assets
- 5,260
- Participants
- 96th
- Percentile by assets
- $49,295
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $259M
- total plan assets (2023 EOY)
- 5,260
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $49,295
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Agiliti 401(k) reports 5,260 participants - 4.7x that state average ($259M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $180M |
|---|---|
| Net Assets (End of Year) | $259M |
| Net Income | $46M |
| Employer EIN | 410760940 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING 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 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
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
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) (401(k), $302M, 5,831 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Agiliti 401(k) by total assets, not by location.
- American Public Education Retirement Plan (WV) $259M · 5,728
- Exelixis, Inc. 401(k) Plan (CA) $259M · 1,224
- Silver Cross Hospital & Medical Centers Employees' 401(k) Retirement Savings Plan (IL) $259M · 3,165
- Wilson, Elser, Moskowitz, Edelman & Dicker LLP 401(k) Savings Plan (NY) $259M · 1,727
Frequently Asked Questions
How did Agiliti 401(k) assets move in 2023? ▼
How have Agiliti Health, Inc. plan assets changed over time? ▼
Where does Agiliti 401(k) rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Agiliti 401(k)? ▼
Next read for Agiliti 401(k)
Filing takeaways
Ways to act on Agiliti 401(k)'s numbers.
- By total assets, Agiliti 401(k) ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Agiliti Health, Inc.'s sponsor-wide assets have grown 61.1% since 2022 across 3 plan years on file. More Real Estate plans