401(k) · DOL Form 5500 · 2023

Agilis Group, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
224
Participants Below avg headcount
79th
Percentile by assets National rank
$131,159
Avg per participant Near avg balance/head
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Official DOL plan name: Agilis Group, Inc. 401(k) Retirement Savings Plan · Sponsored by Agilis Group, Inc. · Florida · Professional & Technical Services

$29M in assets, 224 participants

Agilis Group, Inc.'s Agilis Group, Inc. 401(k) Retirement Savings Plan reported $29M in total assets and 224 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,130 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Agilis Group, Inc. 401(k) Retirement Savings Plan covers 224 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $29M.

#16,130
in Professional & Technical Services (20,321 peers)
+21.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Agilis Group, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Agilis Group, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$29,379,524 Top 21% higher than 79% 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

Agilis Group, Inc. 401(k) Retirement Savings 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. Agilis Group, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agilis Group, Inc. 401(k) Retirement Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Agilis Group, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Agilis Group, Inc. 401(k) Retirement Savings Plan reported participants fell from 239 in the plan year 2022 filing to 224 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 650555230 · Agilis Group, Inc. PY 2023 · 401(k)

Agilis Group, Inc. 401(k) Retirement Savings Plan · $29M · 224 · 79th

  • PART $29M
  • PART 224
  • PART 79th
  • PART 401(k)
  • PART near Michaud, Cooley, Erickson Profit Sharing Plan and Trust
  • PART ind #16130

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 Professional & Technical Services retirement plans → · Plans in Florida →

Agilis Group, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Agilis Group, Inc. 401(k) Retirement Savings PlanAgilis Group, Inc. 401(k) Re…$29MMichaud, Cooley, Erickson Profit Sharing Plan and TrustMichaud, Cooley, Erickson Pr…$29MTraeger 401(k) Plan$29MThe Arcticom Group, LLC 401(k) PlanThe Arcticom Group, LLC 401(…$29MPlanters Bank and Trust Company 401(k) Retirement PlanPlanters Bank and Trust Comp…$29M
End-of-year total assets ($M) among Agilis Group, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN650555230
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agilis Group, Inc.)

Sponsor-wide plan assets over time

All Agilis Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 45.917862196391% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.2M $35.2M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 239 $24M
2023 1 224 $29M
2024 1 223 $35M

Nearby 401(k) Plans in Florida

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

Agilis Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Agilis Group, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.029379524 · Participants: 224Agilis Group, Inc. 401(k) Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Agilis Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Agilis Group, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Michaud, Cooley, Erickson Profit Sharing Plan and Trust in MN ($29M); by covered participants it is Egomotion Corp. 401(k) Plan in CA (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Agilis Group, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
Agilis Group, Inc. 401(k) Retirement Savings Plan grew sharply - up 21.7% during 2023, from $24M to $29M. Reported net income was $5M.
How have Agilis Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agilis Group, Inc.'s sponsor-wide assets grew 45.9%, from $24M to $35M.
Where does Agilis Group, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Agilis Group, Inc. 401(k) Retirement Savings Plan ranks in the 79th 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 Agilis Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michaud, Cooley, Erickson Profit Sharing Plan and Trust in MN ($29M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Agilis Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Egomotion Corp. 401(k) Plan in CA (224 participants, $4M 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 650555230.

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.