401(k) · DOL Form 5500 · 2024

Agile Investments 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Agile Investments Retirement Plan · Sponsored by Agile Investments · California · Real Estate

$3M in assets, 2 participants

Agile Investments's Agile Investments Retirement Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,406 in Real Estate (4,605 peers)

Agile Investments multi-year trail

Agile Investments's plans moved +875.5% in assets from 2022 to 2024; this filing shows Agile Investments Retirement Plan at $3M / 2 participants.

#2,406
in Real Estate (4,605 peers)
-8.7%
assets change YoY

The plan reported a net loss of $257K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Agile Investments Retirement Plan among the smaller filed plans by assets

Agile Investments Retirement Plan vs every filed plan by assets

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

$2,696,817 33rd percentile higher than 33% 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

Agile Investments Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agile Investments Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agile Investments Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$257K in the plan year 2024 filing.
  • Agile Investments Retirement Plan reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Agile Investments Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 844135161 · Agile Investments PY 2024 · 401(k)

Agile Investments Retirement Plan · $3M · 2 · 33rd

  • BOY $3M
  • BOY 2
  • BOY 33rd
  • BOY 401(k)
  • BOY near Chadwick & Edward, Inc. 401(k) Plan
  • BOY ind #2406

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 Real Estate retirement plans → · Plans in California →

Agile Investments Retirement Plan in the asset neighbourhood

Agile Investments Retirement PlanAgile Investments Retirement…$3MChadwick & Edward, Inc. 401(k) PlanChadwick & Edward, Inc. 401(…$3MUnited Methodist Children's Home Retirement PlanUnited Methodist Children's …$3MCitizens Bancorp of Hickman, Inc. Employee Stock Ownership PlanCitizens Bancorp of Hickman,…$3MSons Bavarian LLC Dba Bmw/Mini of South Atlanta 401(k) PlanSons Bavarian LLC Dba Bmw/Mi…$3M
End-of-year total assets ($M) among Agile Investments Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Agile Investments multi-year asset trail

Sponsor-wide plan assets over time

All Agile Investments plans reported in each filing year

Latest sponsor-wide plan assets
$3M 875.499448373153% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.28M $2.7M ▲ +864.3%
Year Plans Participants Total Assets
2022 1 2 $276K
2023 1 1 $3M
2024 1 2 $3M

Agile Investments filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$257K
Employer EIN844135161
Plan Effective Date2020-01-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Agile Investments Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Agile Investments Retirement Plan, Total assets ($B): 0.002696817 · Participants: 2Agile Investments Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Agile Investments Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Agile Investments Retirement Plan side-by-side with 3 peers →

Agile Investments Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chadwick & Edward, Inc. 401(k) Plan in VA ($3M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Agile Investments Retirement Plan assets move in 2024? ▼
Agile Investments Retirement Plan pulled back noticeably - down 8.7% during 2024, from $3M to $3M. Reported net income was -$257K.
How have Agile Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agile Investments's sponsor-wide assets grew 875.5%, from $276K to $3M.
Which 401(k) plans are similar in size to Agile Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chadwick & Edward, Inc. 401(k) Plan in VA ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Agile Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 844135161.

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.