401(k) · DOL Form 5500 · 2024

Agio Inc 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
146
Participants Small participant base
59th
Percentile by assets National rank
$81,137
Avg per participant Below avg balance/head
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Official DOL plan name: Agio, Inc. 401(k) Plan · Sponsored by Agio Inc · Oklahoma · Professional & Technical Services

$12M in assets, 146 participants

Agio Inc's Agio, Inc. 401(k) Plan reported $12M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,692 in Professional & Technical Services (20,173 peers)

Coverage in Oklahoma

Agio, Inc. 401(k) Plan covers 146 participants in Oklahoma, about 19% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.

#11,692
in Professional & Technical Services (20,173 peers)
+0.2%
assets growth YoY

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

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

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

$11,845,973 Top 41% higher than 59% 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

Agio, 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. Agio, Inc. 401(k) Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agio, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $19K in the plan year 2024 filing.
  • Agio, Inc. 401(k) Plan reported participants fell from 153 in the plan year 2023 filing to 146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 844093832 · Agio Inc PY 2024 · 401(k)

Agio, Inc. 401(k) Plan · $12M · 146 · 59th

  • BOY $12M
  • SCH 146
  • EBSA 59th
  • PART 401(k)
  • TYPE near Cpr Advisor K Mep Fiduciary Wise LLC
  • NET ind #11692

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 Oklahoma →

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

Agio, Inc. 401(k) Plan$12MCpr Advisor K Mep Fiduciary Wise LLCCpr Advisor K Mep Fiduciary …$12MFlexible Business Systems 401(k) Profit Sharing Plan and TrustFlexible Business Systems 40…$12MBoxx Modular Holdings, Inc. 401(k) Profit Sharing Plan and TBoxx Modular Holdings, Inc. …$12MParty Rental Ltd. 401(k) Plan$12M
End-of-year total assets ($M) among Agio, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$19K
Employer EIN844093832
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agio Inc)

Sponsor-wide plan assets over time

All Agio Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 17.365554409352487% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.1M $11.9M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 182 $10M
2023 1 153 $12M
2024 1 146 $12M

Nearby 401(k) Plans in Oklahoma

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

Agio, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Agio, Inc. 401(k) Plan, Total assets ($B): 0.011845973 · Participants: 146Agio, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Agio, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Agio, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest 401(k) by assets is Cpr Advisor K Mep Fiduciary Wise LLC in AZ ($12M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Agio, Inc. 401(k) Plan assets move in 2024? ▼
Agio, Inc. 401(k) Plan held essentially flat - up 0.2% during 2024, from $12M to $12M. Reported net income was $19K.
How have Agio Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agio Inc's sponsor-wide assets grew 17.4%, from $10M to $12M.
Which 401(k) plans are similar in size to Agio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cpr Advisor K Mep Fiduciary Wise LLC in AZ ($12M, 752 participants).
Which 401(k) plans cover a similar participant headcount to Agio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants, $3M 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 844093832.

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.