401(k) · DOL Form 5500 · 2023

Agency Holding Company 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
160
Participants Small participant base
75th
Percentile by assets National rank
$138,782
Avg per participant Near avg balance/head
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Official DOL plan name: Agency Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Agency Holding Company · Maryland · Finance & Insurance

$22M in assets, 160 participants

Agency Holding Company's Agency Services, Inc. 401(k) Profit Sharing Plan reported $22M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,470 in Finance & Insurance (8,869 peers)

Coverage in Maryland

Agency Services, Inc. 401(k) Profit Sharing Plan covers 160 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $22M.

#5,470
in Finance & Insurance (8,869 peers)
+21.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Agency Services, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Agency Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,205,096 Top 25% higher than 75% 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

Agency Services, Inc. 401(k) Profit Sharing 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. Agency Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agency Services, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Agency Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Agency Services, Inc. 401(k) Profit Sharing Plan reported participants rose from 145 in the plan year 2022 filing to 160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521038420 · Agency Holding Company PY 2023 · 401(k)

Agency Services, Inc. 401(k) Profit Sharing Plan · $22M · 160 · 75th

  • BOOK $22M
  • BOOK 160
  • BOOK 75th
  • BOOK 401(k)
  • BOOK near First Keystone Community Bank Employees Profit Sharing & Savings Plan
  • BOOK ind #5470

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 Maryland →

Agency Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Agency Services, Inc. 401(k) Profit Sharing PlanAgency Services, Inc. 401(k)…$22MFirst Keystone Community Bank Employees Profit Sharing & Savings PlanFirst Keystone Community Ban…$22MVan Acker Construction 401(k) Profit Sharing PlanVan Acker Construction 401(k…$22MHayward Tyler Inc. 401(k) PlanHayward Tyler Inc. 401(k) Pl…$22MCreative Financial Staffing 401(k) PlanCreative Financial Staffing …$22M
End-of-year total assets ($M) among Agency Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN521038420
Plan Effective Date1976-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agency Holding Company)

Sponsor-wide plan assets over time

All Agency Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 45.66287107844305% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.2M $26.5M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 145 $18M
2023 1 160 $22M
2024 1 183 $27M

Nearby 401(k) Plans in Maryland

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

Agency Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Agency Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.022205096 · Participants: 160Agency Services, Inc. 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Agency Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Agency Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Agency Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is First Keystone Community Bank Employees Profit Sharing & Savings Plan in PA ($22M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Agency Services, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Agency Services, Inc. 401(k) Profit Sharing Plan grew sharply - up 21.8% during 2023, from $18M to $22M. Reported net income was $4M.
How have Agency Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agency Holding Company's sponsor-wide assets grew 45.7%, from $18M to $27M.
Where does Agency Services, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Agency Services, Inc. 401(k) Profit Sharing Plan ranks in the 75th 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 Agency Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Keystone Community Bank Employees Profit Sharing & Savings Plan in PA ($22M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Agency Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 8-Koi, Inc. 401(k) Plan in FL (160 participants, $2M 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 521038420.

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.