401(k) · DOL Form 5500 · 2023

Agencyone Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
36th
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
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Official DOL plan name: Agencyone Group Inc 401(k) · Sponsored by Agencyone Group, Inc. · Washington · Information & Media

$3M in assets, 1 participants

Agencyone Group, Inc.'s Agencyone Group Inc 401(k) reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #573 in Information & Media (2,818 peers)

Agencyone Group, Inc. multi-year trail

Agencyone Group, Inc.'s plans moved +192.4% in assets from 2022 to 2024; this filing shows Agencyone Group Inc 401(k) at $3M / 1 participant.

#573
in Information & Media (2,818 peers)
+89.7%
assets growth YoY

Agencyone Group Inc 401(k)'s mid-pack asset rank among Information & Media and all filers

Agencyone Group Inc 401(k) vs every filed plan by assets

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

$3,075,305 36th percentile higher than 36% 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

Agencyone Group Inc 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agencyone Group Inc 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agencyone Group Inc 401(k) end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Agencyone Group Inc 401(k) reported net income rose from $945K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 872661850 · Agencyone Group, Inc. PY 2023 · 401(k)

Agencyone Group Inc 401(k) · $3M · 1 · 36th

  • BOY $3M
  • SCH 1
  • EBSA 36th
  • PART 401(k)
  • TYPE near It'sugar LLC 401(k)
  • NET ind #573

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 Information & Media retirement plans → · Plans in Washington →

Agencyone Group Inc 401(k) in the asset neighbourhood

Agencyone Group Inc 401(k)$3MIt'sugar LLC 401(k)$3MMomence Packing Company, Inc. Union 401(k) and Profit Sharing PlanMomence Packing Company, Inc…$3MWinnebago Tribe of Nebraska Commercial Enterprise Retirement PlanWinnebago Tribe of Nebraska …$3MPioneer Square Brands Inc. 401(k) PlanPioneer Square Brands Inc. 4…$3M
End-of-year total assets ($M) among Agencyone Group Inc 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Agencyone Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Agencyone Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 192.4169423226168% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $1.62M $4.74M ▲ +192.6%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $3M
2024 1 4 $5M

Agencyone Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN872661850
Plan Effective Date2021-10-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Agencyone Group Inc 401(k) vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Agencyone Group Inc 401(k), Total assets ($B): 0.003075305 · Participants: 1Agencyone Group Inc 401(k)The Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Agencyone Group Inc 401(k) vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Agencyone Group Inc 401(k) side-by-side with 3 peers →

Agencyone Group Inc 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is It'sugar LLC 401(k) in FL ($3M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Agencyone Group Inc 401(k) assets move in 2023? ▼
Agencyone Group Inc 401(k) surged - up 89.7% during 2023, from $2M to $3M. Reported net income was $1M.
How have Agencyone Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agencyone Group, Inc.'s sponsor-wide assets grew 192.4%, from $2M to $5M.
Which 401(k) plans are similar in size to Agencyone Group Inc 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is It'sugar LLC 401(k) in FL ($3M, 566 participants).
Which 401(k) plans cover a similar participant headcount to Agencyone Group Inc 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 872661850.

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.