401(k) · DOL Form 5500 · 2024

Agate, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
63
Participants Small participant base
39th
Percentile by assets National rank
$66,656
Avg per participant Below avg balance/head
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Official DOL plan name: Agate, Inc. 401(k) Plan · Sponsored by Agate, Inc. · Arizona · Construction

$4M in assets, 63 participants

Agate, Inc.'s Agate, Inc. 401(k) Plan reported $4M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #3,406 in Construction (9,039 peers)

Agate, Inc. multi-year trail

Agate, Inc.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows Agate, Inc. 401(k) Plan at $4M / 63 participants.

#3,406
in Construction (9,039 peers)
+20.5%
assets growth YoY

Agate, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

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

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

$4,199,314 39th percentile higher than 39% 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, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agate, Inc. 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agate, Inc. 401(k) Plan reported net income rose from $346K in the plan year 2023 filing to $716K in the plan year 2024 filing.
  • Agate, Inc. 401(k) Plan reported participants fell from 189 in the plan year 2023 filing to 63 in the plan year 2024 filing.
  • Agate, 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 →

Published 5500 schedule card

Filing strip 860326903 · Agate, Inc. PY 2024 · 401(k)

Agate, Inc. 401(k) Plan · $4M · 63 · 39th

  • NET $4M
  • BOOK 63
  • VS-ST 39th
  • BOY 401(k)
  • SCH near Specialty Interiors, Inc. 401(k) Plan
  • EBSA ind #3406

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 Construction retirement plans → · Plans in Arizona →

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

Agate, Inc. 401(k) Plan$4MSpecialty Interiors, Inc. 401(k) PlanSpecialty Interiors, Inc. 40…$4MThe Marketplace Employee Retirement PlanThe Marketplace Employee Ret…$4MPentecom Retirement Trust$4MChen and Chen, Cpa's a Prof. Corp. 401(k) Profit Sharing PlanChen and Chen, Cpa's a Prof.…$4M
End-of-year total assets ($M) among Agate, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Agate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Agate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.82271584668805% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.14M $4.2M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 225 $3M
2023 1 189 $3M
2024 1 63 $4M

Agate, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$716K
Employer EIN860326903
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Agate, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Agate, Inc. 401(k) Plan, Total assets ($B): 0.004199314 · Participants: 63Agate, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Agate, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Agate, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Specialty Interiors, Inc. 401(k) Plan in KY ($4M); by covered participants it is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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, Inc. 401(k) Plan assets move in 2024? ▼
Agate, Inc. 401(k) Plan grew sharply - up 20.5% during 2024, from $3M to $4M. Reported net income was $716K.
How have Agate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agate, Inc.'s sponsor-wide assets grew 33.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Agate, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Specialty Interiors, Inc. 401(k) Plan in KY ($4M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Agate, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants, $678K 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 860326903.

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.