401(k) · DOL Form 5500 · 2023

AGSTATE 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
276
Participants Below avg headcount
78th
Percentile by assets National rank
$103,183
Avg per participant Below avg balance/head
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Official DOL plan name: Ubg 401(k) - Agstate Sh Match · Sponsored by AGSTATE · Iowa · Agriculture, Forestry & Fishing

$28M in assets, 276 participants

AGSTATE's Ubg 401(k) - Agstate Sh Match reported $28M in total assets and 276 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #1,103 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Iowa

Ubg 401(k) - Agstate Sh Match covers 276 participants in Iowa, about 45% of the average Iowa filer (state average ~609 per filing). Assets: $28M.

#1,103
in Agriculture, Forestry & Fishing (1,288 peers)
+14.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ubg 401(k) - Agstate Sh Match's outsized position by total assets

Ubg 401(k) - Agstate Sh Match vs every filed plan by assets

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

$28,478,411 Top 22% higher than 78% 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

Ubg 401(k) - Agstate Sh Match 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. Ubg 401(k) - Agstate Sh Match sits mid-pack in the medium band (276 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ubg 401(k) - Agstate Sh Match reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ubg 401(k) - Agstate Sh Match end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Ubg 401(k) - Agstate Sh Match reported participants fell from 279 in the plan year 2022 filing to 276 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 420243900 · AGSTATE PY 2023 · 401(k)

Ubg 401(k) - Agstate Sh Match · $28M · 276 · 78th

  • BOOK $28M
  • VS-ST 276
  • BOY 78th
  • SCH 401(k)
  • EBSA near Herbert J Sims 401(k) Plan
  • PART ind #1103

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

Ubg 401(k) - Agstate Sh Match in the asset neighbourhood

Ubg 401(k) - Agstate Sh Match$28MHerbert J Sims 401(k) Plan$28MSchlossmann Automotive Group, Inc. 401(k) PlanSchlossmann Automotive Group…$28MKeches Law Group, P. C. 401(k) Profit Sharing PlanKeches Law Group, P. C. 401(…$28MFate Therapeutics, Inc. 401(k) Pension PlanFate Therapeutics, Inc. 401(…$28M
End-of-year total assets ($M) among Ubg 401(k) - Agstate Sh Match and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN420243900
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AGSTATE)

Sponsor-wide plan assets over time

All AGSTATE plans reported in each filing year

Latest sponsor-wide plan assets
$45M 2.562427498417759% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $43.9M $45M ▲ +2.6%
Year Plans Participants Total Assets
2022 3 498 $44M
2023 3 489 $48M
2024 3 434 $45M

Nearby 401(k) Plans in Iowa

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

Ubg 401(k) - Agstate Sh Match vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Ubg 401(k) - Agstate Sh Match, Total assets ($B): 0.028478411 · Participants: 276Ubg 401(k) - Agstate Sh MatchThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Ubg 401(k) - Agstate Sh Match vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ubg 401(k) - Agstate Sh Match side-by-side with 3 peers →

Ubg 401(k) - Agstate Sh Match's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Herbert J Sims 401(k) Plan in CT ($28M); by covered participants it is Deciphera 401(k) Plan in MA (276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Ubg 401(k) - Agstate Sh Match assets move in 2023? ▼
Ubg 401(k) - Agstate Sh Match grew at a solid clip - up 14.5% during 2023, from $25M to $28M. Reported net income was $4M.
How have AGSTATE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), AGSTATE's sponsor-wide assets grew 2.6%, from $44M to $45M.
Where does Ubg 401(k) - Agstate Sh Match rank by assets among Form 5500 filers? ▼
Ubg 401(k) - Agstate Sh Match ranks in the 78th 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 Ubg 401(k) - Agstate Sh Match? ▼
Among 401(k) plans in other states, the closest by assets is Herbert J Sims 401(k) Plan in CT ($28M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Ubg 401(k) - Agstate Sh Match? ▼
Among 401(k) plans in other states, the closest by covered participants is Deciphera 401(k) Plan in MA (276 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 420243900.

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.