401(k) · DOL Form 5500 · 2024

AGSTATE 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 175
Participants Small participant base: 63rd
Percentile by assets National rank: $80,116
Avg per participant Below avg balance/head

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Official DOL plan name: Ubg 401(k) - Agstate · Sponsored by AGSTATE · Iowa · Agriculture, Forestry & Fishing

$14M in assets, 175 participants

AGSTATE's Ubg 401(k) - Agstate reported $14M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

#839 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Iowa

Ubg 401(k) - Agstate covers 175 participants in Iowa, about 29% of the average Iowa filer (state average ~609 per filing). Assets: $14M.

#839
in Agriculture, Forestry & Fishing (1,217 peers): +4.6%
assets growth YoY

Ubg 401(k) - Agstate's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Ubg 401(k) - Agstate vs every filed plan by assets

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

$14,020,261 Top 37% higher than 63% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ubg 401(k) - Agstate 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. Ubg 401(k) - Agstate sits mid-pack in the medium band (175 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ubg 401(k) - Agstate reported net income fell from $1M in the plan year 2023 filing to $613K in the plan year 2024 filing.
Ubg 401(k) - Agstate reported participants fell from 213 in the plan year 2023 filing to 175 in the plan year 2024 filing.
Ubg 401(k) - Agstate end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420243900 · AGSTATE PY 2024 · 401(k)

Ubg 401(k) - Agstate · $14M · 175 · 63rd

PCT $14M
EIN 175
RANK 63rd
PHOTO 401(k)
IND near Therm-X of California 401(k) Profit Sharing Plan
EOY ind #839

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

End-of-year total assets ($M) among Ubg 401(k) - Agstate and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$14M
Net Income	$613K
Employer EIN	420243900
Plan Effective Date	1995-06-26
Filing Status	FILING RECEIVED

Sponsor Plan History (AGSTATE)

Latest sponsor-wide plan assets: $45M 2.562427498417759% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	3	498	$44M
2023	3	489	$48M
2024	3	434	$45M

Nearby 401(k) Plans in Iowa

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

Ubg 401(k) - Agstate vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.6B · 12,841
The Rsm US LLP Retirement Plan $3.4B · 14,728
Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059

Compare Ubg 401(k) - Agstate side-by-side with 3 peers →

Ubg 401(k) - Agstate's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Therm-X of California 401(k) Profit Sharing Plan in CA ($14M); by covered participants it is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Therm-X of California 401(k) Profit Sharing Plan (CA) $14M · 277
R.H. Long Motor Sales, Inc. 401(k) Plan (MA) $14M · 95
Narda-Miteq 401(k) Plan (NY) $14M · 256
Aveka Group, Inc. Profit Sharing 401(k) Plan (MN) $14M · 185

Similar participant headcount

Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.

Robbins, Inc. Employees' Retirement Savings Plan (OH) 175 · 0 off
The Amadas Group, Inc. Savings Plan (VA) 175 · 0 off
Little John Transportation Services 401(k) Profit Sharing Plan (AR) 175 · 0 off
Portland Specialty Baking, LLC 401(k) Plan (OR) 175 · 0 off

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 Ubg 401(k) - Agstate assets move in 2024? ▼

Ubg 401(k) - Agstate edged up modestly - up 4.6% during 2024, from $13M to $14M. Reported net income was $613K.

How have AGSTATE plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), AGSTATE's sponsor-wide assets grew 2.6%, from $44M to $45M.

Which 401(k) plans are similar in size to Ubg 401(k) - Agstate? ▼

Among 401(k) plans in other states, the closest by assets is Therm-X of California 401(k) Profit Sharing Plan in CA ($14M, 277 participants).

Which 401(k) plans cover a similar participant headcount to Ubg 401(k) - Agstate? ▼

Among 401(k) plans in other states, the closest by covered participants is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants, $13M 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 420243900.