401(k) · DOL Form 5500 · 2023

Arbre Group Holding Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
175
Participants Small participant base
43rd
Percentile by assets National rank
$26,011
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Agh 401(k) Plan · Sponsored by Arbre Group Holding Corporation · Maryland · Wholesale Trade

$5M in assets, 175 participants

Arbre Group Holding Corporation's Agh 401(k) Plan reported $5M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,004 in Wholesale Trade (6,309 peers)

Coverage in Maryland

Agh 401(k) Plan covers 175 participants in Maryland, about 19% of the average Maryland filer (state average ~929 per filing). Assets: $5M.

#2,004
in Wholesale Trade (6,309 peers)
+5.2%
assets growth YoY

Agh 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Agh 401(k) Plan vs every filed plan by assets

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

$4,551,885 43rd percentile higher than 43% 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

Agh 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. Agh 401(k) Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agh 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $229K in the plan year 2023 filing.
  • Agh 401(k) Plan reported participants rose from 136 in the plan year 2022 filing to 175 in the plan year 2023 filing.
  • Agh 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264818607 · Arbre Group Holding Corporation PY 2023 · 401(k)

Agh 401(k) Plan · $5M · 175 · 43rd

  • EBSA $5M
  • EBSA 175
  • EBSA 43rd
  • EBSA 401(k)
  • EBSA near Leadfusion, Inc. 401(k) Retirement Plan
  • EBSA ind #2004

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 Wholesale Trade retirement plans → · Plans in Maryland →

Agh 401(k) Plan in the asset neighbourhood

Agh 401(k) Plan$5MLeadfusion, Inc. 401(k) Retirement PlanLeadfusion, Inc. 401(k) Reti…$5ME & V Energy Co. Retirement PlanE & V Energy Co. Retirement …$5MR&b Grinding LLC 401(k) Plan$5MKlassen Corporation 401(k) Profit Sharing PlanKlassen Corporation 401(k) P…$5M
End-of-year total assets ($M) among Agh 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$229K
Employer EIN264818607
Plan Effective Date1969-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Arbre Group Holding Corporation)

Sponsor-wide plan assets over time

All Arbre Group Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.193352529169214% vs 2022
2024 filing year
$4.3M$4.4M$4.5M$4.6M 202220232024 $4.33M $4.47M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 136 $4M
2023 1 175 $5M
2024 1 103 $4M

Nearby 401(k) Plans in Maryland

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

Agh 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Agh 401(k) Plan, Total assets ($B): 0.004551885 · Participants: 175Agh 401(k) 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
Agh 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Agh 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Leadfusion, Inc. 401(k) Retirement Plan in CA ($5M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Agh 401(k) Plan assets move in 2023? ▼
Agh 401(k) Plan grew at a solid clip - up 5.2% during 2023, from $4M to $5M. Reported net income was $229K.
How have Arbre Group Holding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arbre Group Holding Corporation's sponsor-wide assets grew 3.2%, from $4M to $4M.
Which 401(k) plans are similar in size to Agh 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leadfusion, Inc. 401(k) Retirement Plan in CA ($5M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Agh 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 participants, N/A 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 264818607.

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.