Other · DOL Form 5500 · 2024

Amego, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 1,127
Participants Near avg headcount: 68th
Percentile by assets National rank: $15,539
Avg per participant Low balance/head

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Official DOL plan name: Amego, Inc. 403(b) Plan · Sponsored by Amego, Inc. · Massachusetts · Educational Services

$18M in assets, 1,127 participants

Amego, Inc.'s Amego, Inc. 403(b) Plan reported $18M in total assets and 1,127 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

#1,836 in Educational Services (3,638 peers)

Amego, Inc. multi-year trail

Amego, Inc.'s plans moved +82.5% in assets from 2022 to 2024; this filing shows Amego, Inc. 403(b) Plan at $18M / 1,127 participants.

#1,836
in Educational Services (3,638 peers): +31.9%
assets growth YoY

Amego, Inc. 403(b) Plan's outsized position by total assets

Amego, Inc. 403(b) Plan vs every filed plan by assets

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

$17,512,484 Top 32% higher than 68% 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

Amego, Inc. 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amego, Inc. 403(b) Plan lands in the large band (1,127 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%)

Amego, Inc. 403(b) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Amego, Inc. 403(b) Plan reported participants rose from 946 in the plan year 2023 filing to 1,127 in the plan year 2024 filing.
Amego, Inc. 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 237131690 · Amego, Inc. PY 2024 · Other

Amego, Inc. 403(b) Plan · $18M · 1,127 · 68th

NET $18M
BOOK 1,127
VS-ST 68th
BOY Other
SCH near Abilityfirst Defined Contribution Plan
EBSA ind #1836

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 Educational Services retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Amego, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Amego, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $18M 82.45789581600351% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	663	$10M
2023	1	946	$13M
2024	1	1,127	$18M

Amego, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$18M
Net Income	$4M
Employer EIN	237131690
Plan Effective Date	2009-03-11
Filing Status	FILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Amego, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
Boston University Retirement Plan $3.0B · 8,173
Northeastern University Retirement Plan $2.6B · 8,900
Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869

Compare Amego, Inc. 403(b) Plan side-by-side with 3 peers →

Amego, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Abilityfirst Defined Contribution Plan in CA ($18M); by covered participants it is Golden Valley Health Centers 403(b) Plan in CA (1,127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Abilityfirst Defined Contribution Plan (CA) $18M · 434
Seacoast Mental Health Center, Inc. Tax-Deferred Annuity Savings Plan (NH) $18M · 188
Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. (SC) $18M · 322
Big Sandy Health Care, Inc Tax Deferred Annuity Plan (KY) $18M · 349

Similar participant headcount

Nearest other-state filings by covered participants (1,127 participants); asset peers above are excluded.

Golden Valley Health Centers 403(b) Plan (CA) 1,127 · 0 off
University of New England Defined Contribution Plan (ME) 1,126 · 1 off
Denison University Retirement Plan (OH) 1,126 · 1 off
Buckner Int'l 403b Retirement Savings Plan (TX) 1,125 · 2 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 Amego, Inc. 403(b) Plan assets move in 2024? ▼

Amego, Inc. 403(b) Plan surged - up 31.9% during 2024, from $13M to $18M. Reported net income was $4M.

How have Amego, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Amego, Inc.'s sponsor-wide assets grew 82.5%, from $10M to $18M.

Which Other plans are similar in size to Amego, Inc. 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Abilityfirst Defined Contribution Plan in CA ($18M, 434 participants).

Which Other plans cover a similar participant headcount to Amego, Inc. 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Golden Valley Health Centers 403(b) Plan in CA (1,127 participants, $51M 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 237131690.