401(k) · DOL Form 5500 · 2024

The Aagard Group, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
308
Participants Below avg headcount
75th
Percentile by assets National rank
$83,830
Avg per participant Below avg balance/head
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Official DOL plan name: The Aagard Group, LLC. 401(k) Ps Plan · Sponsored by The Aagard Group, LLC · Minnesota · Manufacturing

$26M in assets, 308 participants

The Aagard Group, LLC's The Aagard Group, LLC. 401(k) Ps Plan reported $26M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #11,648 in Manufacturing (17,777 peers)

Coverage in Minnesota

The Aagard Group, LLC. 401(k) Ps Plan covers 308 participants in Minnesota, about 27% of the average Minnesota filer (state average ~1,126 per filing). Assets: $26M.

#11,648
in Manufacturing (17,777 peers)
+32.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Aagard Group, LLC. 401(k) Ps Plan's outsized position by total assets

The Aagard Group, LLC. 401(k) Ps Plan vs every filed plan by assets

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

$25,819,661 Top 25% higher than 75% 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

The Aagard Group, LLC. 401(k) Ps 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. The Aagard Group, LLC. 401(k) Ps Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Aagard Group, LLC. 401(k) Ps Plan end-of-year assets rose from $20M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • The Aagard Group, LLC. 401(k) Ps Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Aagard Group, LLC. 401(k) Ps Plan reported participants rose from 291 in the plan year 2023 filing to 308 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411860765 · The Aagard Group, LLC PY 2024 · 401(k)

The Aagard Group, LLC. 401(k) Ps Plan · $26M · 308 · 75th

  • EBSA $26M
  • PART 308
  • TYPE 75th
  • NET 401(k)
  • BOOK near Kaiserair, Inc. Savings and Profit Sharing Plan
  • VS-ST ind #11648

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 Manufacturing retirement plans → · Plans in Minnesota →

The Aagard Group, LLC. 401(k) Ps Plan in the asset neighbourhood

First Co. 401(k) Retirement PlanFirst Co. 401(k) Retirement …$26MMartin Automatic, Inc. 401(k) PlanMartin Automatic, Inc. 401(k…$26MThe Aagard Group, LLC. 401(k) Ps PlanThe Aagard Group, LLC. 401(k…$26MKaiserair, Inc. Savings and Profit Sharing PlanKaiserair, Inc. Savings and …$26MJewish Federation of Spbc, Inc. 401(k) PlanJewish Federation of Spbc, I…$26M
End-of-year total assets ($M) among The Aagard Group, LLC. 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN411860765
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Aagard Group, LLC)

Sponsor-wide plan assets over time

All The Aagard Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 86.61082964130065% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.8M $25.8M ▲ +86.6%
Year Plans Participants Total Assets
2022 1 259 $14M
2023 1 291 $20M
2024 1 308 $26M

Nearby 401(k) Plans in Minnesota

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

The Aagard Group, LLC. 401(k) Ps Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants The Aagard Group, LLC. 401(k) Ps Plan, Total assets ($B): 0.025819661 · Participants: 308The Aagard Group, LLC. 401(k) Ps 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
The Aagard Group, LLC. 401(k) Ps Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The Aagard Group, LLC. 401(k) Ps Plan side-by-side with 3 peers →

The Aagard Group, LLC. 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Kaiserair, Inc. Savings and Profit Sharing Plan in CA ($26M); by covered participants it is Uphealth, Inc. 401(k) Plan in FL (308 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (308 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 The Aagard Group, LLC. 401(k) Ps Plan assets move in 2024? ▼
The Aagard Group, LLC. 401(k) Ps Plan surged - up 32.3% during 2024, from $20M to $26M. Reported net income was $6M.
How have The Aagard Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Aagard Group, LLC's sponsor-wide assets grew 86.6%, from $14M to $26M.
Where does The Aagard Group, LLC. 401(k) Ps Plan rank by assets among Form 5500 filers? ▼
The Aagard Group, LLC. 401(k) Ps Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Aagard Group, LLC. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaiserair, Inc. Savings and Profit Sharing Plan in CA ($26M, 151 participants).
Which 401(k) plans cover a similar participant headcount to The Aagard Group, LLC. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uphealth, Inc. 401(k) Plan in FL (308 participants, $7M 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 411860765.

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.