Other
2023 plan-year Other DOL Form 5500

Argi Holdings, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Argi Holdings, Inc. · Kentucky · Management of Enterprises

What the 2023 filing shows

Argi Holdings, Inc. Employee Stock Ownership Plan holds $2M for 253 participants — about $8,276 per participant, down 95.0% over the 2023 plan year.

$2M
total plan assets (2023 EOY)
253
covered participants
$8,276
avg assets per participant
-95.0%
assets change YoY

The plan reported a net loss of $36M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
253
State
Industry
Management of Enterprises

What the Filing Says About Argi Holdings, Inc. Employee Stock Ownership Plan

Argi Holdings, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Argi Holdings, Inc., headquartered in Kentucky. As of the 2023 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 253 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 472632957, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $42M at the beginning of 2023 to $2M at year-end — a decline of 95.0%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-35,811,003 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$42M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-35,811,003
Plan TypeOther
Employer EIN472632957
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Argi Holdings, Inc.)

Year Plans Participants Total Assets
2022 2 482 $61M
2023 2 506 $2M

Nearby Other Plans in Kentucky

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Argi Holdings, Inc. Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Argi Holdings, Inc. Employee Stock Ownership Plan holds $2M in total assets with 253 participants. It is sponsored by Argi Holdings, Inc..
What type of plan is Argi Holdings, Inc. Employee Stock Ownership Plan?
Argi Holdings, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 472632957.
Who sponsors the Argi Holdings, Inc. Employee Stock Ownership Plan?
Argi Holdings, Inc. Employee Stock Ownership Plan is sponsored by Argi Holdings, Inc., located in Kentucky. The sponsor's EIN is 472632957 and the plan operates in the Management of Enterprises industry.
How did Argi Holdings, Inc. Employee Stock Ownership Plan perform in 2023?
Argi Holdings, Inc. Employee Stock Ownership Plan declined by 95.0% during 2023, moving from $42M to $2M in total assets. Net income was $-35,811,003.
Where can I find official filings for Argi Holdings, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Argi Holdings, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 472632957 or plan name at efast.dol.gov.
How does Argi Holdings, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Argi Holdings, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 472632957.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.