401(k) · DOL Form 5500 · 2023

Agtegra Cooperative 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
859
Participants Near avg headcount
88th
Percentile by assets National rank
$72,071
Avg per participant Below avg balance/head
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Official DOL plan name: Ubg 401(k) - Agtegra · Sponsored by Agtegra Cooperative · South Dakota · Agriculture, Forestry & Fishing

$62M in assets, 859 participants

Agtegra Cooperative's Ubg 401(k) - Agtegra reported $62M in total assets and 859 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #1,197 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in South Dakota

Ubg 401(k) - Agtegra covers 859 participants in South Dakota, 2.5x the typical South Dakota plan (state average ~340 per filing). Assets: $62M.

#1,197
in Agriculture, Forestry & Fishing (1,288 peers)
+19.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ubg 401(k) - Agtegra's outsized position by total assets

Ubg 401(k) - Agtegra vs every filed plan by assets

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

$61,908,906 Top 12% higher than 88% 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

Ubg 401(k) - Agtegra 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. Ubg 401(k) - Agtegra sits mid-pack in the medium band (859 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ubg 401(k) - Agtegra reported net income rose from -$15M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Ubg 401(k) - Agtegra end-of-year assets rose from $52M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • Ubg 401(k) - Agtegra reported participants fell from 894 in the plan year 2022 filing to 859 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 460191930 · Agtegra Cooperative PY 2023 · 401(k)

Ubg 401(k) - Agtegra · $62M · 859 · 88th

  • BOY $62M
  • SCH 859
  • EBSA 88th
  • PART 401(k)
  • TYPE near David's Bridal 401(k) Retirement Plan
  • NET ind #1197

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 Agriculture, Forestry & Fishing retirement plans → · Plans in South Dakota →

Ubg 401(k) - Agtegra in the asset neighbourhood

Giordano, Halleran, & Ciesla, P.C. Employee's Salary Deferral PlanGiordano, Halleran, & Ciesla…$62MDavid's Bridal 401(k) Retirement PlanDavid's Bridal 401(k) Retire…$62MSpears Manufacturing 401(k) PlanSpears Manufacturing 401(k) …$62MUbg 401(k) - Agtegra$62MMattson Technology, Inc. 401(k) PlanMattson Technology, Inc. 401…$62M
End-of-year total assets ($M) among Ubg 401(k) - Agtegra and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Dakota filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$62M
Net Income$10M
Employer EIN460191930
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agtegra Cooperative)

Sponsor-wide plan assets over time

All Agtegra Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$69M 33.16505457998113% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $51.9M $69.1M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 894 $52M
2023 1 859 $62M
2024 1 895 $69M

Nearby 401(k) Plans in South Dakota

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

Ubg 401(k) - Agtegra vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants Ubg 401(k) - Agtegra, Total assets ($M): 61.908906 · Participants: 859Ubg 401(k) - AgtegraBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Ubg 401(k) - Agtegra vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Ubg 401(k) - Agtegra side-by-side with 3 peers →

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

Outside South Dakota, the nearest 401(k) by assets is David's Bridal 401(k) Retirement Plan in PA ($62M); by covered participants it is The Boucher Group 401(k) Profit-Sharing Savings Plan in WI (859 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (859 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 Ubg 401(k) - Agtegra assets move in 2023? ▼
Ubg 401(k) - Agtegra grew sharply - up 19.4% during 2023, from $52M to $62M. Reported net income was $10M.
How have Agtegra Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agtegra Cooperative's sponsor-wide assets grew 33.2%, from $52M to $69M.
Where does Ubg 401(k) - Agtegra rank by assets among Form 5500 filers? ▼
Ubg 401(k) - Agtegra ranks in the 88th 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 401(k) plans are similar in size to Ubg 401(k) - Agtegra? ▼
Among 401(k) plans in other states, the closest by assets is David's Bridal 401(k) Retirement Plan in PA ($62M, 8,960 participants).
Which 401(k) plans cover a similar participant headcount to Ubg 401(k) - Agtegra? ▼
Among 401(k) plans in other states, the closest by covered participants is The Boucher Group 401(k) Profit-Sharing Savings Plan in WI (859 participants, $43M 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 460191930.

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.