401(k) · DOL Form 5500 · 2023

Agi-Cfi Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
9,316
Participants Very large workforce
79th
Percentile by assets National rank
$3,205
Avg per participant Low balance/head
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Official DOL plan name: Agi-Cfi Holdings, Inc. 401(k) Plan · Sponsored by Agi-Cfi Holdings, Inc. · Florida · Transportation & Warehousing

$30M in assets, 9,316 participants

Agi-Cfi Holdings, Inc.'s Agi-Cfi Holdings, Inc. 401(k) Plan reported $30M in total assets and 9,316 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.

  • #2,619 in Transportation & Warehousing (3,362 peers)

Coverage in Florida

Agi-Cfi Holdings, Inc. 401(k) Plan covers 9,316 participants in Florida, 15x the typical Florida plan (state average ~628 per filing). Assets: $30M.

#2,619
in Transportation & Warehousing (3,362 peers)
+142.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Agi-Cfi Holdings, Inc. 401(k) Plan's outsized position by total assets

Agi-Cfi Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$29,860,147 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

Agi-Cfi Holdings, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agi-Cfi Holdings, Inc. 401(k) Plan lands in the large band (9,316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agi-Cfi Holdings, Inc. 401(k) Plan reported net income rose from $729K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Agi-Cfi Holdings, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Agi-Cfi Holdings, Inc. 401(k) Plan reported participants rose from 4,092 in the plan year 2022 filing to 9,316 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 821163282 · Agi-Cfi Holdings, Inc. PY 2023 · 401(k)

Agi-Cfi Holdings, Inc. 401(k) Plan · $30M · 9,316 · 79th

  • EIN $30M
  • RANK 9,316
  • PHOTO 79th
  • IND 401(k)
  • EOY near Platinum Dermatology Partners 401(k) Plan
  • 5500 ind #2619

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Agi-Cfi Holdings, Inc. 401(k) Plan in the asset neighbourhood

Agi-Cfi Holdings, Inc. 401(k) PlanAgi-Cfi Holdings, Inc. 401(k…$30MPlatinum Dermatology Partners 401(k) PlanPlatinum Dermatology Partner…$30MWood County Telephone Company Savings PlanWood County Telephone Compan…$30MEver-Green Energy, Inc. 401(k) Salary Deferral Retirement Plan - Office & SupervisoryEver-Green Energy, Inc. 401(…$30MNdbt 401(k) Plan$30M
End-of-year total assets ($M) among Agi-Cfi Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN821163282
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agi-Cfi Holdings, Inc.)

Sponsor-wide plan assets over time

All Agi-Cfi Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 178.18401692252027% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $12.3M $34.3M ▲ +178.3%
Year Plans Participants Total Assets
2022 1 4,092 $12M
2023 1 9,316 $30M
2024 1 9,776 $34M

Nearby 401(k) Plans in Florida

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

Agi-Cfi Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Agi-Cfi Holdings, Inc. 401(k) Plan, Total assets ($B): 0.029860147 · Participants: 9316Agi-Cfi Holdings, Inc. 401(k) 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
Agi-Cfi Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Agi-Cfi Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Agi-Cfi Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Platinum Dermatology Partners 401(k) Plan in TX ($30M); by covered participants it is Ameriprise Financial 401(k) Plan in MN (9,312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,316 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 Agi-Cfi Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Agi-Cfi Holdings, Inc. 401(k) Plan surged - up 142.1% during 2023, from $12M to $30M. Reported net income was $5M.
How have Agi-Cfi Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agi-Cfi Holdings, Inc.'s sponsor-wide assets grew 178.2%, from $12M to $34M.
Where does Agi-Cfi Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Agi-Cfi Holdings, Inc. 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 Agi-Cfi Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Platinum Dermatology Partners 401(k) Plan in TX ($30M, 532 participants).
Which 401(k) plans cover a similar participant headcount to Agi-Cfi Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameriprise Financial 401(k) Plan in MN (9,312 participants, $3.2B 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 821163282.

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.