401(k) · DOL Form 5500 · 2024

Agtegra Cooperative 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
895
Participants Near avg headcount
87th
Percentile by assets National rank
$77,153
Avg per participant Below avg balance/head
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Official DOL plan name: Ubg 401(k) - Agtegra · Sponsored by Agtegra Cooperative · South Dakota · Agriculture, Forestry & Fishing

$69M in assets, 895 participants

Agtegra Cooperative's Ubg 401(k) - Agtegra reported $69M in total assets and 895 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #1,130 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in South Dakota

Ubg 401(k) - Agtegra covers 895 participants in South Dakota, 2.6x the typical South Dakota plan (state average ~340 per filing). Assets: $69M.

#1,130
in Agriculture, Forestry & Fishing (1,217 peers)
+11.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ubg 401(k) - Agtegra's outsized position by total assets

Ubg 401(k) - Agtegra vs every filed plan by assets

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

$69,052,253 Top 13% higher than 87% 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

Ubg 401(k) - Agtegra among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ubg 401(k) - Agtegra sits mid-pack in the medium band (895 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ubg 401(k) - Agtegra reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Ubg 401(k) - Agtegra end-of-year assets rose from $62M in the plan year 2023 filing to $69M in the plan year 2024 filing.
  • Ubg 401(k) - Agtegra reported participants rose from 859 in the plan year 2023 filing to 895 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 460191930 · Agtegra Cooperative PY 2024 · 401(k)

Ubg 401(k) - Agtegra · $69M · 895 · 87th

  • SCH $69M
  • EBSA 895
  • PART 87th
  • TYPE 401(k)
  • NET near Aesculapian Management Company, LLC 401(k) Plan
  • BOOK ind #1130

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 Agriculture, Forestry & Fishing retirement plans → · Plans in South Dakota →

Ubg 401(k) - Agtegra in the asset neighbourhood

Belting Company of Cincinnati, Inc. Retirement Savings PlanBelting Company of Cincinnat…$69MManhattan West LLC 401(k) PlanManhattan West LLC 401(k) Pl…$69MUbg 401(k) - Agtegra$69MAesculapian Management Company, LLC 401(k) PlanAesculapian Management Compa…$69MBeusa Energy 401(k) Plan$69M
End-of-year total assets ($M) among Ubg 401(k) - Agtegra and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Dakota filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$69M
Net Income$7M
Employer EIN460191930
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agtegra Cooperative)

Sponsor-wide plan assets over time

All Agtegra Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$69M 33.16505457998113% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $51.9M $69.1M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 894 $52M
2023 1 859 $62M
2024 1 895 $69M

Nearby 401(k) Plans in South Dakota

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

Ubg 401(k) - Agtegra vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 050001000015000 02004006008001000 Total assets ($M) Participants Ubg 401(k) - Agtegra, Total assets ($M): 69.052253 · Participants: 895Ubg 401(k) - AgtegraBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
Ubg 401(k) - Agtegra vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Ubg 401(k) - Agtegra side-by-side with 3 peers →

Ubg 401(k) - Agtegra's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Aesculapian Management Company, LLC 401(k) Plan in FL ($69M); by covered participants it is Marc Glassman, Inc. 401(k) Plan in OH (895 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (895 participants); 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 Ubg 401(k) - Agtegra assets move in 2024? ▼
Ubg 401(k) - Agtegra grew at a solid clip - up 11.5% during 2024, from $62M to $69M. Reported net income was $7M.
How have Agtegra Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agtegra Cooperative's sponsor-wide assets grew 33.2%, from $52M to $69M.
Where does Ubg 401(k) - Agtegra rank by assets among Form 5500 filers? ▼
Ubg 401(k) - Agtegra ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ubg 401(k) - Agtegra? ▼
Among 401(k) plans in other states, the closest by assets is Aesculapian Management Company, LLC 401(k) Plan in FL ($69M, 719 participants).
Which 401(k) plans cover a similar participant headcount to Ubg 401(k) - Agtegra? ▼
Among 401(k) plans in other states, the closest by covered participants is Marc Glassman, Inc. 401(k) Plan in OH (895 participants, $32M 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 460191930.

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.