ESOP · DOL Form 5500 · 2023

Agility Engineering and Manufacturing Solutions, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
28
Participants Small participant base
38th
Percentile by assets National rank
$126,183
Avg per participant Near avg balance/head
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Official DOL plan name: Agility Employee Stock Ownership Plan · Sponsored by Agility Engineering and Manufacturing Solutions, Inc. · Minnesota · Wholesale Trade

$4M in assets, 28 participants

Agility Engineering and Manufacturing Solutions, Inc.'s Agility Employee Stock Ownership Plan reported $4M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,716 in Wholesale Trade (6,309 peers)

Agility Engineering and Manufacturing Solutions, Inc. multi-year trail

Agility Engineering and Manufacturing Solutions, Inc.'s plans moved +20.3% in assets from 2022 to 2023; this filing shows Agility Employee Stock Ownership Plan at $4M / 28 participants.

#1,716
in Wholesale Trade (6,309 peers)
+20.3%
assets growth YoY

Agility Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Agility Employee Stock Ownership Plan vs every filed plan by assets

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

$3,533,119 38th percentile higher than 38% 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

Agility Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agility Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agility Employee Stock Ownership Plan reported net income rose from $275K in the plan year 2022 filing to $757K in the plan year 2023 filing.
  • Agility Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Agility Employee Stock Ownership Plan reported participants fell from 32 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410723637 · Agility Engineering and Manufacturing Solutions, Inc. PY 2023 · ESOP

Agility Employee Stock Ownership Plan · $4M · 28 · 38th

  • PCT $4M
  • PCT 28
  • PCT 38th
  • PCT ESOP
  • PCT near Chart Hawaii Employee Stock Ownership Plan
  • PCT ind #1716

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 What is an ESOP? → · Plans in Minnesota →

Agility Employee Stock Ownership Plan in the asset neighbourhood

Alexander Clark, Inc. Employee Stock Ownership Plan and TrustAlexander Clark, Inc. Employ…$4MOaktree Employee Stock Ownership PlanOaktree Employee Stock Owner…$4MAgility Employee Stock Ownership PlanAgility Employee Stock Owner…$4MChart Hawaii Employee Stock Ownership PlanChart Hawaii Employee Stock …$4MPyramax Bank Employee Stock Ownership PlanPyramax Bank Employee Stock …$4M
End-of-year total assets ($M) among Agility Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Agility Engineering and Manufacturing Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Agility Engineering and Manufacturing Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 20.302233432951898% vs 2022
2023 filing year
$2.8M$3M$3.2M$3.4M$3.6M 20222023 $2.94M $3.53M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 32 $3M
2023 1 28 $4M

Agility Engineering and Manufacturing Solutions, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$757K
Employer EIN410723637
Plan Effective Date1978-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Agility Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Agility Employee Stock Ownership Plan, Total assets ($M): 3.533119 · Participants: 28Agility Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Agility Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Agility Employee Stock Ownership Plan side-by-side with 3 peers →

Agility Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Chart Hawaii Employee Stock Ownership Plan in HI ($4M); by covered participants it is Bgw Architects II, P.C. Employee Stock Ownership Plan in UT (28 participants). Same-state nearby plans are listed separately above.

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 Agility Employee Stock Ownership Plan assets move in 2023? ▼
Agility Employee Stock Ownership Plan grew sharply - up 20.3% during 2023, from $3M to $4M. Reported net income was $757K.
How have Agility Engineering and Manufacturing Solutions, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Agility Engineering and Manufacturing Solutions, Inc.'s sponsor-wide assets grew 20.3%, from $3M to $4M.
Which ESOP plans are similar in size to Agility Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Chart Hawaii Employee Stock Ownership Plan in HI ($4M, 35 participants).
Which ESOP plans cover a similar participant headcount to Agility Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bgw Architects II, P.C. Employee Stock Ownership Plan in UT (28 participants, $7M 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 410723637.

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.