Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Agma Retirement Plan Profit Sharing Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 8,073
- Participants Very large workforce
- 92nd
- Percentile by assets National rank
- $13,047
- Avg per participant Low balance/head
Official DOL plan name: The Agma Retirement Plan · Sponsored by Board of Trustees Agma Retirement Plan · Pennsylvania · Finance & Insurance
$105M in assets, 8,073 participants
Board of Trustees Agma Retirement Plan's The Agma Retirement Plan reported $105M in total assets and 8,073 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,729 in Finance & Insurance (8,869 peers)
Coverage in Pennsylvania
The Agma Retirement Plan covers 8,073 participants in Pennsylvania, 9.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $105M.
- #7,729
- in Finance & Insurance (8,869 peers)
- +19.3%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
The Agma Retirement Plan's outsized position by total assets
The Agma Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$105,327,408 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Agma Retirement 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. The Agma Retirement Plan lands in the large band (8,073 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Agma Retirement Plan reported net income rose from $9M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- The Agma Retirement Plan end-of-year assets rose from $88M in the plan year 2022 filing to $105M in the plan year 2023 filing.
- The Agma Retirement Plan reported participants rose from 7,814 in the plan year 2022 filing to 8,073 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 133826401 · Board of Trustees Agma Retirement Plan PY 2023 · Profit Sharing
The Agma Retirement Plan · $105M · 8,073 · 92nd
- EIN $105M
- RANK 8,073
- PHOTO 92nd
- IND Profit Sharing
- EOY near Siu P & S Retirement Plan
- 5500 ind #7729
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 Pennsylvania →
The Agma Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $17M |
| Employer EIN | 133826401 |
| Plan Effective Date | 1995-08-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Agma Retirement Plan)
Sponsor-wide plan assets over time
All Board of Trustees Agma Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 32.30365016110583% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,814 | $88M |
| 2023 | 1 | 8,073 | $105M |
| 2024 | 1 | 8,463 | $117M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Scale composition for The Agma Retirement Plan
The Agma Retirement Plan reports $105M in end-of-year assets across 8,073 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $13,047 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $17M.
This plan identity (EIN 133826401, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $88M to $117M (+32.3%) while covered participants moved from 7,814 to 8,463 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,814 | $88M | Open filing |
| 2023 | 8,073 | $105M | This page |
| 2024 · index core | 8,463 | $117M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Agma Retirement Plan (Profit Sharing, $117M, 8,463 participants)
The Agma Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Siu P & S Retirement Plan in IL ($105M); by covered participants it is Popular, Inc. Pr Savings and Investment Plan in PR (8,134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- Siu P & S Retirement Plan (IL) $105M · 259
- Ons Savings Plan (CT) $105M · 688
- Tuality Healthcare Performance Retirement Plan - 403(b) (OR) $105M · 1,300
- Campbell Scientific Profit Sharing Plan (UT) $106M · 651
Similar participant headcount
Nearest other-state filings by covered participants (8,073 participants); asset peers above are excluded.
- Popular, Inc. Pr Savings and Investment Plan (PR) 8,134 · 61 off
- Wgu Retirement Savings Plan (UT) 7,868 · 205 off
- Ufcw Local 342 Savings and 401(k) Plan (NY) 8,288 · 215 off
- I.U.O.E. Local #132 Annuity & Savings Fund (WV) 7,765 · 308 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.