401(k) · DOL Form 5500 · 2023

Agero, Inc. 401(k) Plan

Data updated 2026-08-25

$161M
Total assets Near avg plan size
2,035
Participants Near avg headcount
94th
Percentile by assets National rank
$78,984
Avg per participant Below avg balance/head
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Official DOL plan name: Agero, Inc. Retirement Plan · Sponsored by Agero, Inc. · Massachusetts · Transportation & Warehousing

$161M in assets, 2,035 participants

Agero, Inc.'s Agero, Inc. Retirement Plan reported $161M in total assets and 2,035 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,101 in Transportation & Warehousing (3,362 peers)

Coverage in Massachusetts

Agero, Inc. Retirement Plan covers 2,035 participants in Massachusetts, 3.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $161M.

#3,101
in Transportation & Warehousing (3,362 peers)
+29.8%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Agero, Inc. Retirement Plan's outsized position by total assets

Agero, Inc. Retirement Plan vs every filed plan by assets

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

$160,732,064 Top 6% higher than 94% 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

Agero, Inc. Retirement Plan'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. Agero, Inc. Retirement Plan lands in the large band (2,035 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agero, Inc. Retirement Plan reported net income rose from -$33M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Agero, Inc. Retirement Plan end-of-year assets rose from $124M in the plan year 2022 filing to $161M in the plan year 2023 filing.
  • Agero, Inc. Retirement Plan reported participants fell from 2,233 in the plan year 2022 filing to 2,035 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042534134 · Agero, Inc. PY 2023 · 401(k)

Agero, Inc. Retirement Plan · $161M · 2,035 · 94th

  • TYPE $161M
  • NET 2,035
  • BOOK 94th
  • VS-ST 401(k)
  • BOY near Avaya Inc. Savings Plan
  • SCH ind #3101

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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →

Agero, Inc. Retirement Plan in the asset neighbourhood

Institutional Shareholder Services Inc. 401(k) Retirement Savings PlanInstitutional Shareholder Se…$161MSchott Corporation 401(k) PlanSchott Corporation 401(k) Pl…$161MAvaya Inc. Savings Plan$161MAgero, Inc. Retirement Plan$161MSa Recycling, LLC 401(k) Profit Sharing PlanSa Recycling, LLC 401(k) Pro…$161M
End-of-year total assets ($M) among Agero, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$161M
Net Income$37M
Employer EIN042534134
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agero, Inc.)

Sponsor-wide plan assets over time

All Agero, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$191M 54.196392140512906% vs 2022
2024 filing year
$100M$150M$200M 202220232024 $124M $191M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 2,233 $124M
2023 1 2,035 $161M
2024 1 1,858 $191M

Nearby 401(k) Plans in Massachusetts

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

Agero, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Agero, Inc. Retirement Plan, Total assets ($B): 0.160732064 · Participants: 2035Agero, Inc. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Agero, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Agero, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Avaya Inc. Savings Plan in NJ ($161M); by covered participants it is Colony Brands, Inc. Retirement Savings Plan in WI (2,035 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($161M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,035 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 Agero, Inc. Retirement Plan assets move in 2023? ▼
Agero, Inc. Retirement Plan grew sharply - up 29.8% during 2023, from $124M to $161M. Reported net income was $37M.
How have Agero, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agero, Inc.'s sponsor-wide assets grew 54.2%, from $124M to $191M.
Where does Agero, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Agero, Inc. Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Agero, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avaya Inc. Savings Plan in NJ ($161M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Agero, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colony Brands, Inc. Retirement Savings Plan in WI (2,035 participants, $175M 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 042534134.

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.