401(k) · DOL Form 5500 · 2024

Agate Software, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
100
Participants Small participant base
40th
Percentile by assets National rank
$43,672
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Agate Software, Inc. 401(k) Retirement Plan · Sponsored by Agate Software, Inc. · Michigan · Professional & Technical Services

$4M in assets, 100 participants

Agate Software, Inc.'s Agate Software, Inc. 401(k) Retirement Plan reported $4M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,453 in Professional & Technical Services (20,173 peers)

Coverage in Michigan

Agate Software, Inc. 401(k) Retirement Plan covers 100 participants in Michigan, about 16% of the average Michigan filer (state average ~638 per filing). Assets: $4M.

#7,453
in Professional & Technical Services (20,173 peers)
+0.7%
assets growth YoY

Agate Software, Inc. 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$4,367,236 40th percentile higher than 40% 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 Software, Inc. 401(k) Retirement 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 Software, Inc. 401(k) Retirement Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agate Software, Inc. 401(k) Retirement Plan reported net income fell from $777K in the plan year 2023 filing to $30K in the plan year 2024 filing.
  • Agate Software, Inc. 401(k) Retirement Plan reported participants rose from 70 in the plan year 2023 filing to 100 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 383161089 · Agate Software, Inc. PY 2024 · 401(k)

Agate Software, Inc. 401(k) Retirement Plan · $4M · 100 · 40th

  • SCH $4M
  • SCH 100
  • SCH 40th
  • SCH 401(k)
  • SCH near Utah Legal Services, Inc. 403(b) Plan
  • SCH ind #7453

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 Professional & Technical Services retirement plans → · Plans in Michigan →

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

Agate Software, Inc. 401(k) Retirement PlanAgate Software, Inc. 401(k) …$4MUtah Legal Services, Inc. 403(b) PlanUtah Legal Services, Inc. 40…$4M403(b) Thrift Plan for Employees of Child and Adolescent Behavioral Health403(b) Thrift Plan for Emplo…$4MTelesis Corporation 401(k) PlanTelesis Corporation 401(k) P…$4MWindward Fund 401(k) Plan$4M
End-of-year total assets ($M) among Agate Software, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$30K
Employer EIN383161089
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agate Software, Inc.)

Sponsor-wide plan assets over time

All Agate Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.651534002155767% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.56M $4.37M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 62 $4M
2023 1 70 $4M
2024 1 100 $4M

Nearby 401(k) Plans in Michigan

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

Agate Software, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Agate Software, Inc. 401(k) Retirement Plan, Total assets ($B): 0.004367236 · Participants: 100Agate Software, Inc. 401(k) Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Agate Software, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Agate Software, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Utah Legal Services, Inc. 403(b) Plan in UT ($4M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Software, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Agate Software, Inc. 401(k) Retirement Plan held essentially flat - up 0.7% during 2024, from $4M to $4M. Reported net income was $30K.
How have Agate Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agate Software, Inc.'s sponsor-wide assets grew 22.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Agate Software, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utah Legal Services, Inc. 403(b) Plan in UT ($4M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Agate Software, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 participants, N/A 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 383161089.

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.