401(k) · DOL Form 5500 · 2023

Amg, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 123
Participants Small participant base: 67th
Percentile by assets National rank: $119,302
Avg per participant Near avg balance/head

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Official DOL plan name: Amg, Inc 401(k) Plan · Sponsored by Amg, Inc. · Virginia · Manufacturing

$15M in assets, 123 participants

Amg, Inc.'s Amg, Inc 401(k) Plan reported $15M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

#10,321 in Manufacturing (18,722 peers)

Coverage in Virginia

Amg, Inc 401(k) Plan covers 123 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: $15M.

#10,321
in Manufacturing (18,722 peers): +16.7%
assets growth YoY

Amg, Inc 401(k) Plan's outsized position by total assets

Amg, Inc 401(k) Plan vs every filed plan by assets

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

$14,674,187 Top 33% higher than 67% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Amg, Inc 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. Amg, Inc 401(k) Plan sits mid-pack in the medium band (123 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Amg, Inc 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Amg, Inc 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Amg, Inc 401(k) Plan reported participants rose from 116 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 541044632 · Amg, Inc. PY 2023 · 401(k)

Amg, Inc 401(k) Plan · $15M · 123 · 67th

VS-ST $15M
VS-ST 123
VS-ST 67th
VS-ST 401(k)
VS-ST near Securitymetrics Inc 401(k) Plan
VS-ST ind #10321

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 Manufacturing retirement plans → · Plans in Virginia →

End-of-year total assets ($M) among Amg, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$15M
Net Income	$2M
Employer EIN	541044632
Plan Effective Date	1996-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Amg, Inc.)

Latest sponsor-wide plan assets: $27M 21.38170573685178% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	231	$35M
2023	2	236	$42M
2024	2	234	$27M

Nearby 401(k) Plans in Virginia

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

Amg, Inc 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $36.2B · 97,987
401(k) Pension Plan $15.0B · 62,467
General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
Leidos, Inc. Retirement Plan $10.6B · 27,043
Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681

Compare Amg, Inc 401(k) Plan side-by-side with 3 peers →

Amg, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Securitymetrics Inc 401(k) Plan in UT ($15M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Securitymetrics Inc 401(k) Plan (UT) $15M · 238
Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan (CA) $15M · 14
Life Pittsburgh 401(k) Savings Plan (PA) $15M · 314
Altman Specialty Plants LLC 401(k) Retirement Plan (CA) $15M · 9,011

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

Sunchase Salary Savings Plan (NC) 123 · 0 off
Integral Group 401(k) Plan (CA) 123 · 0 off
The Jane Pauley Community Health (IN) 123 · 0 off
Ellicott Dredge Group Plan (WI) 123 · 0 off

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 Amg, Inc 401(k) Plan assets move in 2023? ▼

Amg, Inc 401(k) Plan grew sharply - up 16.7% during 2023, from $13M to $15M. Reported net income was $2M.

How have Amg, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Amg, Inc.'s sponsor-wide assets declined 21.4%, from $35M to $27M.

Which 401(k) plans are similar in size to Amg, Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Securitymetrics Inc 401(k) Plan in UT ($15M, 238 participants).

Which 401(k) plans cover a similar participant headcount to Amg, Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 541044632.