401(k) · DOL Form 5500 · 2023

Agup Equipment Company 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
292
Participants Below avg headcount
75th
Percentile by assets National rank
$79,499
Avg per participant Below avg balance/head
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Official DOL plan name: Agup Equipment Company 401(k) Plan · Sponsored by Agup Equipment Company · Mississippi · Retail Trade

$23M in assets, 292 participants

Agup Equipment Company's Agup Equipment Company 401(k) Plan reported $23M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,116 in Retail Trade (8,414 peers)

Where Agup Equipment Company 401(k) Plan sits by assets

Agup Equipment Company 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 292 participants (~$79,499/participant), up 15.0% in 2023.

#7,116
in Retail Trade (8,414 peers)
+15.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Agup Equipment Company 401(k) Plan's outsized position by total assets

Agup Equipment Company 401(k) Plan vs every filed plan by assets

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

$23,213,615 Top 25% higher than 75% 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

Agup Equipment Company 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. Agup Equipment Company 401(k) Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agup Equipment Company 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Agup Equipment Company 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Agup Equipment Company 401(k) Plan reported participants rose from 277 in the plan year 2022 filing to 292 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 640470043 · Agup Equipment Company PY 2023 · 401(k)

Agup Equipment Company 401(k) Plan · $23M · 292 · 75th

  • PHOTO $23M
  • PHOTO 292
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near Farmers National Bank 401(k) Plan
  • PHOTO ind #7116

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 Retail Trade retirement plans → · Plans in Mississippi →

Agup Equipment Company 401(k) Plan in the asset neighbourhood

Farmers National Bank 401(k) PlanFarmers National Bank 401(k)…$23MHunt Real Estate Corporation 401(k) PlanHunt Real Estate Corporation…$23MGeologics Corporation 401(k) Profit Sharing PlanGeologics Corporation 401(k)…$23MAgup Equipment Company 401(k) PlanAgup Equipment Company 401(k…$23MBisco, Inc. 401(k) Profit Sharing PlanBisco, Inc. 401(k) Profit Sh…$23M
End-of-year total assets ($M) among Agup Equipment Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN640470043
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agup Equipment Company)

Sponsor-wide plan assets over time

All Agup Equipment Company plans reported in each filing year

Latest sponsor-wide plan assets
$26M 29.181011260956463% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.1M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 277 $20M
2023 1 292 $23M
2024 1 291 $26M

Nearby 401(k) Plans in Mississippi

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

Agup Equipment Company 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Agup Equipment Company 401(k) Plan, Total assets ($M): 23.213615 · Participants: 292Agup Equipment Company 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Agup Equipment Company 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Agup Equipment Company 401(k) Plan side-by-side with 3 peers →

Agup Equipment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Farmers National Bank 401(k) Plan in KY ($23M); by covered participants it is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Agup Equipment Company 401(k) Plan assets move in 2023? ▼
Agup Equipment Company 401(k) Plan grew at a solid clip - up 15.0% during 2023, from $20M to $23M. Reported net income was $3M.
How have Agup Equipment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agup Equipment Company's sponsor-wide assets grew 29.2%, from $20M to $26M.
Where does Agup Equipment Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Agup Equipment Company 401(k) Plan ranks in the 75th 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 Agup Equipment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farmers National Bank 401(k) Plan in KY ($23M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Agup Equipment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants, $45M 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 640470043.

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.