401(k) · DOL Form 5500 · 2024

Agilex Business Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
584
Participants Below avg headcount
52nd
Percentile by assets National rank
$14,119
Avg per participant Low balance/head
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Official DOL plan name: Agilex Business Solutions 401(k) Plan · Sponsored by Agilex Business Solutions, LLC · Wisconsin · Professional & Technical Services

$8M in assets, 584 participants

Agilex Business Solutions, LLC's Agilex Business Solutions 401(k) Plan reported $8M in total assets and 584 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,039 in Professional & Technical Services (20,173 peers)

Agilex Business Solutions, LLC multi-year trail

Agilex Business Solutions, LLC's plans moved +73.3% in assets from 2022 to 2024; this filing shows Agilex Business Solutions 401(k) Plan at $8M / 584 participants.

#10,039
in Professional & Technical Services (20,173 peers)
+40.8%
assets growth YoY

Agilex Business Solutions 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Agilex Business Solutions 401(k) Plan vs every filed plan by assets

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

$8,245,684 Top 48% higher than 52% 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

Agilex Business Solutions 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. Agilex Business Solutions 401(k) Plan sits mid-pack in the medium band (584 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agilex Business Solutions 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Agilex Business Solutions 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Agilex Business Solutions 401(k) Plan reported participants rose from 493 in the plan year 2023 filing to 584 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 811011017 · Agilex Business Solutions, LLC PY 2024 · 401(k)

Agilex Business Solutions 401(k) Plan · $8M · 584 · 52nd

  • IND $8M
  • EOY 584
  • 5500 52nd
  • ASSETS 401(k)
  • PCT near Ufinancial Employees 401(k) Plan
  • EIN ind #10039

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 Wisconsin →

Agilex Business Solutions 401(k) Plan in the asset neighbourhood

Agilex Business Solutions 401(k) PlanAgilex Business Solutions 40…$8MUfinancial Employees 401(k) PlanUfinancial Employees 401(k) …$8MMonterey Boats Rewards Plan$8MThe Mcgregor Retirement Savings PlanThe Mcgregor Retirement Savi…$8MPortacool, LLC 401(k) Plan$8M
End-of-year total assets ($M) among Agilex Business Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Agilex Business Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Agilex Business Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 73.26658482802327% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.76M $8.25M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 387 $5M
2023 1 493 $6M
2024 1 584 $8M

Agilex Business Solutions, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN811011017
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Agilex Business Solutions 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Agilex Business Solutions 401(k) Plan, Total assets ($B): 0.008245684 · Participants: 584Agilex Business Solutions 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Agilex Business Solutions 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Agilex Business Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ufinancial Employees 401(k) Plan in PA ($8M); by covered participants it is Buck 401(k) Savings Plan in NJ (584 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (584 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 Agilex Business Solutions 401(k) Plan assets move in 2024?
Agilex Business Solutions 401(k) Plan surged - up 40.8% during 2024, from $6M to $8M. Reported net income was $2M.
How have Agilex Business Solutions, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Agilex Business Solutions, LLC's sponsor-wide assets grew 73.3%, from $5M to $8M.
Which 401(k) plans are similar in size to Agilex Business Solutions 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ufinancial Employees 401(k) Plan in PA ($8M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Agilex Business Solutions 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Buck 401(k) Savings Plan in NJ (584 participants, N/A in assets).