401(k) · DOL Form 5500 · 2024

Agivy Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$208K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$208,392
Avg per participant Above avg balance/head
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Official DOL plan name: Agivy Holdings, Inc. 401(k) Plan · Sponsored by Agivy Holdings, Inc. · North Carolina · Retail Trade

$208K in assets, 1 participants

Agivy Holdings, Inc.'s Agivy Holdings, Inc. 401(k) Plan reported $208K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,428 in Retail Trade (8,048 peers)

Agivy Holdings, Inc. multi-year trail

Agivy Holdings, Inc.'s plans moved +408.6% in assets from 2022 to 2024; this filing shows Agivy Holdings, Inc. 401(k) Plan at $208K / 1 participant.

#1,428
in Retail Trade (8,048 peers)
+71.7%
assets growth YoY

Agivy Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Agivy Holdings, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$208,392 11th percentile higher than 11% of 123,620 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 2024

Agivy Holdings, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agivy Holdings, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agivy Holdings, Inc. 401(k) Plan end-of-year assets rose from $121K in the plan year 2023 filing to $208K in the plan year 2024 filing.
  • Agivy Holdings, Inc. 401(k) Plan reported net income rose from $80K in the plan year 2023 filing to $87K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 881915889 · Agivy Holdings, Inc. PY 2024 · 401(k)

Agivy Holdings, Inc. 401(k) Plan · $208K · 1 · 11th

  • VS-ST $208K
  • VS-ST 1
  • VS-ST 11th
  • VS-ST 401(k)
  • VS-ST near Cl Enterprizes Corp. 401(k) Profit Sharing Plan
  • VS-ST ind #1428

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 Retail Trade retirement plans → · Plans in North Carolina →

Agivy Holdings, Inc. 401(k) Plan in the asset neighbourhood

Agivy Holdings, Inc. 401(k) PlanAgivy Holdings, Inc. 401(k) …$208KCl Enterprizes Corp. 401(k) Profit Sharing PlanCl Enterprizes Corp. 401(k) …$208KB & M Capital, Inc. 401(k) PlanB & M Capital, Inc. 401(k) P…$208KSuspension Services, Inc. 401(k) PlanSuspension Services, Inc. 40…$208KCopper Eye Surgery, Corp. 401(k) PlanCopper Eye Surgery, Corp. 40…$208K
End-of-year total assets ($M) among Agivy Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Agivy Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Agivy Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$208K 408.62052133164116% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.04M $0.21M ▲ +425.0%
Year Plans Participants Total Assets
2022 1 N/A $41K
2023 1 N/A $121K
2024 1 1 $208K

Agivy Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$121K
Net Assets (End of Year)$208K
Net Income$87K
Employer EIN881915889
Plan Effective Date2022-04-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Agivy Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Agivy Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000208392 · Participants: 1Agivy Holdings, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Agivy Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Agivy Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Cl Enterprizes Corp. 401(k) Profit Sharing Plan in PA ($208K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($208K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Agivy Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Agivy Holdings, Inc. 401(k) Plan surged - up 71.7% during 2024, from $121K to $208K. Reported net income was $87K.
How have Agivy Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agivy Holdings, Inc.'s sponsor-wide assets grew 408.6%, from $41K to $208K.
Where does Agivy Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Agivy Holdings, Inc. 401(k) Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Agivy Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cl Enterprizes Corp. 401(k) Profit Sharing Plan in PA ($208K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Agivy Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 881915889.

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.