401(k) · DOL Form 5500 · 2024

Agate Housing and Services Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
131
Participants Small participant base
36th
Percentile by assets National rank
$27,177
Avg per participant Low balance/head
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Official DOL plan name: Agate Housing and Services, Inc. 401(k) Plan · Sponsored by Agate Housing and Services Inc · Minnesota · Healthcare & Social Assistance

$4M in assets, 131 participants

Agate Housing and Services Inc's Agate Housing and Services, Inc. 401(k) Plan reported $4M in total assets and 131 participants in its 2024 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.

  • #6,352 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Agate Housing and Services, Inc. 401(k) Plan covers 131 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.

#6,352
in Healthcare & Social Assistance (16,916 peers)
+12.1%
assets growth YoY

Agate Housing and Services, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Agate Housing and Services, Inc. 401(k) Plan vs every filed plan by assets

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

$3,560,238 36th percentile higher than 36% 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

Agate Housing and Services, Inc. 401(k) Plan 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. Agate Housing and Services, Inc. 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agate Housing and Services, Inc. 401(k) Plan reported net income fell from $582K in the plan year 2023 filing to $382K in the plan year 2024 filing.
  • Agate Housing and Services, Inc. 401(k) Plan reported participants rose from 115 in the plan year 2023 filing to 131 in the plan year 2024 filing.
  • Agate Housing and Services, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 010639118 · Agate Housing and Services Inc PY 2024 · 401(k)

Agate Housing and Services, Inc. 401(k) Plan · $4M · 131 · 36th

  • ASSETS $4M
  • PCT 131
  • EIN 36th
  • RANK 401(k)
  • PHOTO near Sano Drilling Inc 401(k) Profit Sharing Plan
  • IND ind #6352

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Agate Housing and Services, Inc. 401(k) Plan in the asset neighbourhood

Agate Housing and Services, Inc. 401(k) PlanAgate Housing and Services, …$4MSano Drilling Inc 401(k) Profit Sharing PlanSano Drilling Inc 401(k) Pro…$4MCashman Equipment Corp. 401(k) PlanCashman Equipment Corp. 401(…$4MThe 401(k) Profit Sharing Plan of Ccarc, Inc.The 401(k) Profit Sharing Pl…$4MDbia 401(k) Plan$4M
End-of-year total assets ($M) among Agate Housing and Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$382K
Employer EIN010639118
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agate Housing and Services Inc)

Sponsor-wide plan assets over time

All Agate Housing and Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.093091497110962% vs 2023
2024 filing year
$3M$3.2M$3.4M$3.6M 20232024 $3.18M $3.56M ▲ +11.9%
Year Plans Participants Total Assets
2023 1 115 $3M
2024 1 131 $4M

Nearby 401(k) Plans in Minnesota

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

Agate Housing and Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Agate Housing and Services, Inc. 401(k) Plan, Total assets ($B): 0.003560238 · Participants: 131Agate Housing and Services, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Agate Housing and Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Agate Housing and Services, Inc. 401(k) Plan side-by-side with 3 peers →

Agate Housing and Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Sano Drilling Inc 401(k) Profit Sharing Plan in NJ ($4M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Agate Housing and Services, Inc. 401(k) Plan assets move in 2024? ▼
Agate Housing and Services, Inc. 401(k) Plan grew at a solid clip - up 12.1% during 2024, from $3M to $4M. Reported net income was $382K.
How have Agate Housing and Services Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Agate Housing and Services Inc's sponsor-wide assets grew 12.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Agate Housing and Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sano Drilling Inc 401(k) Profit Sharing Plan in NJ ($4M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Agate Housing and Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M 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 010639118.

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.