401(k) · DOL Form 5500 · 2023

Amg National Corp 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
138
Participants Small participant base
79th
Percentile by assets National rank
$209,404
Avg per participant Above avg balance/head
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Official DOL plan name: Amg National 401(k) Plan · Sponsored by Amg National Corp · Colorado · Finance & Insurance

$29M in assets, 138 participants

Amg National Corp's Amg National 401(k) Plan reported $29M in total assets and 138 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.

  • #5,974 in Finance & Insurance (8,869 peers)

Coverage in Colorado

Amg National 401(k) Plan covers 138 participants in Colorado, about 37% of the average Colorado filer (state average ~376 per filing). Assets: $29M.

#5,974
in Finance & Insurance (8,869 peers)
+19.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Amg National 401(k) Plan's outsized position by total assets

Amg National 401(k) Plan vs every filed plan by assets

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

$28,897,755 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

Amg National 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. Amg National 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amg National 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Amg National 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Amg National 401(k) Plan reported participants rose from 133 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841595368 · Amg National Corp PY 2023 · 401(k)

Amg National 401(k) Plan · $29M · 138 · 79th

  • BOY $29M
  • BOY 138
  • BOY 79th
  • BOY 401(k)
  • BOY near Ringler Management Services, Inc. Employees' Profit Sharing Plan
  • BOY ind #5974

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 Finance & Insurance retirement plans → · Plans in Colorado →

Amg National 401(k) Plan in the asset neighbourhood

Amg National 401(k) Plan$29MRingler Management Services, Inc. Employees' Profit Sharing PlanRingler Management Services,…$29M3-Dimensional Services Group 401(k) Plan & Trust3-Dimensional Services Group…$29MC&s and Affiliates 401(k) Savings Plan (C)C&s and Affiliates 401(k) Sa…$29MWillow Valley Communities 401(k) PlanWillow Valley Communities 40…$29M
End-of-year total assets ($M) among Amg National 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN841595368
Plan Effective Date1983-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Amg National Corp)

Sponsor-wide plan assets over time

All Amg National Corp plans reported in each filing year

Latest sponsor-wide plan assets
$33M 36.90419976891645% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $33.2M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 133 $24M
2023 1 138 $29M
2024 1 143 $33M

Nearby 401(k) Plans in Colorado

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

Amg National 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Amg National 401(k) Plan, Total assets ($B): 0.028897755 · Participants: 138Amg National 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Amg National 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Amg National 401(k) Plan side-by-side with 3 peers →

Amg National 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Ringler Management Services, Inc. Employees' Profit Sharing Plan in CA ($29M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Amg National 401(k) Plan assets move in 2023? ▼
Amg National 401(k) Plan grew sharply - up 19.3% during 2023, from $24M to $29M. Reported net income was $5M.
How have Amg National Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amg National Corp's sponsor-wide assets grew 36.9%, from $24M to $33M.
Where does Amg National 401(k) Plan rank by assets among Form 5500 filers? ▼
Amg National 401(k) 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 Amg National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ringler Management Services, Inc. Employees' Profit Sharing Plan in CA ($29M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Amg National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 841595368.

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.