401(k) · DOL Form 5500 · 2023
Agero, Inc. 401(k) Plan
Data updated 2026-08-11
- $161M
- Total assets
- 2,035
- Participants
- 94th
- Percentile by assets
- $78,984
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $161M
- total plan assets (2023 EOY)
- 2,035
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $78,984
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Agero, Inc. Retirement Plan reports 2,035 participants - 3.1x that state average ($161M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $161M |
| Net Income | $37M |
| Employer EIN | 042534134 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Agero, Inc.)
| 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
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Agero, Inc. Retirement Plan by total assets, not by location.
- Avaya Inc. Savings Plan (NJ) $161M · 262
- Schott Corporation 401(k) Plan (NY) $161M · 779
- Sa Recycling, LLC 401(k) Profit Sharing Plan (CA) $161M · 2,704
- Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan (NY) $161M · 762
Frequently Asked Questions
How did Agero, Inc. Retirement Plan assets move in 2023? ▼
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Next read for Agero, Inc. Retirement Plan
Filing takeaways
Ways to act on Agero, Inc. Retirement Plan's numbers.
- By total assets, Agero, Inc. Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Agero, Inc.'s sponsor-wide assets have grown 54.2% since 2022 across 3 plan years on file. More Transportation & Warehousing plans