401(k) · DOL Form 5500 · 2024

Scaled Agile, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
184
Participants Below avg headcount
64th
Percentile by assets National rank
$81,598
Avg per participant Below avg balance/head
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Official DOL plan name: Scaled Agile 401(k) Plan · Sponsored by Scaled Agile, Inc. · Colorado · Professional & Technical Services

$15M in assets, 184 participants

Scaled Agile, Inc.'s Scaled Agile 401(k) Plan reported $15M in total assets and 184 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,829 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Scaled Agile 401(k) Plan covers 184 participants in Colorado, about 49% of the average Colorado filer (state average ~376 per filing). Assets: $15M.

#12,829
in Professional & Technical Services (20,173 peers)
+18.6%
assets growth YoY

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

Scaled Agile 401(k) Plan vs every filed plan by assets

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

$15,014,031 Top 36% higher than 64% 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

Scaled Agile 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. Scaled Agile 401(k) Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Scaled Agile 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Scaled Agile 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Scaled Agile 401(k) Plan reported participants fell from 200 in the plan year 2023 filing to 184 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 453582560 · Scaled Agile, Inc. PY 2024 · 401(k)

Scaled Agile 401(k) Plan · $15M · 184 · 64th

  • SCH $15M
  • EBSA 184
  • PART 64th
  • TYPE 401(k)
  • NET near Center for Health Care Strategies 403(b) Retirement Plan
  • BOOK ind #12829

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 Colorado →

Scaled Agile 401(k) Plan in the asset neighbourhood

Scaled Agile 401(k) Plan$15MCenter for Health Care Strategies 403(b) Retirement PlanCenter for Health Care Strat…$15MGoldman Magdalin Straatsma LLP 401(k) Profit Sharing PlanGoldman Magdalin Straatsma L…$15MHonsador and Alpha Supply 401(k) PlanHonsador and Alpha Supply 40…$15MHaynes Furniture Company Retirement Savings PlanHaynes Furniture Company Ret…$15M
End-of-year total assets ($M) among Scaled Agile 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN453582560
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scaled Agile, Inc.)

Sponsor-wide plan assets over time

All Scaled Agile, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 76.7920469883889% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.49M $15M ▲ +76.8%
Year Plans Participants Total Assets
2022 1 159 $8M
2023 1 200 $13M
2024 1 184 $15M

Nearby 401(k) Plans in Colorado

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

Scaled Agile 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Scaled Agile 401(k) Plan, Total assets ($B): 0.015014031 · Participants: 184Scaled Agile 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Scaled Agile 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Scaled Agile 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Center for Health Care Strategies 403(b) Retirement Plan in NJ ($15M); by covered participants it is Tusimple 401(k) Plan in CA (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Scaled Agile 401(k) Plan assets move in 2024?
Scaled Agile 401(k) Plan grew sharply - up 18.6% during 2024, from $13M to $15M. Reported net income was $2M.
How have Scaled Agile, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Scaled Agile, Inc.'s sponsor-wide assets grew 76.8%, from $8M to $15M.
Which 401(k) plans are similar in size to Scaled Agile 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Center for Health Care Strategies 403(b) Retirement Plan in NJ ($15M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Scaled Agile 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Tusimple 401(k) Plan in CA (184 participants, N/A in assets).