Defined Benefit (Pension) · DOL Form 5500 · 2024

Agiliti Health, Inc. Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
69
Participants Small participant base
72nd
Percentile by assets National rank
$318,063
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Agiliti Health Inc. Employees' Pension Plan · Sponsored by Agiliti Health, Inc. · Minnesota · Healthcare & Social Assistance

$22M in assets, 69 participants

Agiliti Health, Inc.'s Agiliti Health Inc. Employees' Pension Plan reported $22M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,907 in Healthcare & Social Assistance (16,916 peers)

Agiliti Health, Inc. multi-year trail

Agiliti Health, Inc.'s plans moved +61.1% in assets from 2022 to 2024; this filing shows Agiliti Health Inc. Employees' Pension Plan at $22M / 69 participants.

#12,907
in Healthcare & Social Assistance (16,916 peers)
-2.9%
assets change YoY

The plan reported a net loss of $652K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Agiliti Health Inc. Employees' Pension Plan's outsized position by total assets

Agiliti Health Inc. Employees' Pension Plan vs every filed plan by assets

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

$21,946,317 Top 28% higher than 72% 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

Agiliti Health Inc. Employees' Pension 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. Agiliti Health Inc. Employees' Pension Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agiliti Health Inc. Employees' Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$652K in the plan year 2024 filing.
  • Agiliti Health Inc. Employees' Pension Plan end-of-year assets fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Agiliti Health Inc. Employees' Pension Plan reported participants fell from 71 in the plan year 2023 filing to 69 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410760940 · Agiliti Health, Inc. PY 2024 · Defined Benefit (Pension)

Agiliti Health Inc. Employees' Pension Plan · $22M · 69 · 72nd

  • ASSETS $22M
  • PCT 69
  • EIN 72nd
  • RANK Defined Benefit (Pension)
  • PHOTO near Ashcroft Inc. Retirement Plan for Union Employees
  • IND ind #12907

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Agiliti Health Inc. Employees' Pension Plan in the asset neighbourhood

Pittsburgh Glass Works Retirement Income PlanPittsburgh Glass Works Retir…$22MAgiliti Health Inc. Employees' Pension PlanAgiliti Health Inc. Employee…$22MAshcroft Inc. Retirement Plan for Union EmployeesAshcroft Inc. Retirement Pla…$22MEmployees' Retirement Plan of the Kensico CemeteryEmployees' Retirement Plan o…$22MAxia Inc. Retirement Plan$22M
End-of-year total assets ($M) among Agiliti Health Inc. Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Agiliti Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Agiliti Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$324M 61.122751794222694% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $201M $324M ▲ +61.1%
Year Plans Participants Total Assets
2022 2 3,992 $201M
2023 2 5,331 $282M
2024 2 5,900 $324M

Agiliti Health, Inc. filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$652K
Employer EIN410760940
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Agiliti Health Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Agiliti Health Inc. Employees' Pension Plan, Total assets ($B): 0.021946317 · Participants: 69Agiliti Health Inc. Employees' Pension PlanMayo Pension Plan, Total assets ($B): 11.816211651 · Participants: 71743Mayo Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 8.87866493 · Participants: 91323M Employee Retirement Income PlanWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.278776602 · Participants: 46875Wells Fargo & Company Cash Balance PlanU.S. Bank Pension Plan, Total assets ($B): 4.38225088 · Participants: 62822U.S. Bank Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.23694343 · Participants: 27237The Travelers Pension Plan
Agiliti Health Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Agiliti Health Inc. Employees' Pension Plan side-by-side with 3 peers →

Agiliti Health Inc. Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Ashcroft Inc. Retirement Plan for Union Employees in CT ($22M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Agiliti Health Inc. Employees' Pension Plan assets move in 2024? ▼
Agiliti Health Inc. Employees' Pension Plan edged down modestly - down 2.9% during 2024, from $23M to $22M. Reported net income was -$652K.
How have Agiliti Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agiliti Health, Inc.'s sponsor-wide assets grew 61.1%, from $201M to $324M.
Which Defined Benefit (Pension) plans are similar in size to Agiliti Health Inc. Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ashcroft Inc. Retirement Plan for Union Employees in CT ($22M, 89 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Agiliti Health Inc. Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (69 participants, $4M 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 410760940.

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.