401(k) · DOL Form 5500 · 2024

Ag Rx 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
137
Participants Small participant base
69th
Percentile by assets National rank
$136,916
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ag Rx Employee Stock Ownership and 401(k) Plan · Sponsored by Ag Rx · California · Agriculture, Forestry & Fishing

$19M in assets, 137 participants

Ag Rx's Ag Rx Employee Stock Ownership and 401(k) Plan reported $19M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

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

Coverage in California

Ag Rx Employee Stock Ownership and 401(k) Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $19M.

#934
in Agriculture, Forestry & Fishing (1,217 peers)
+13.5%
assets growth YoY

Ag Rx Employee Stock Ownership and 401(k) Plan's outsized position by total assets

Ag Rx Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$18,757,440 Top 31% higher than 69% 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

Ag Rx Employee Stock Ownership and 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. Ag Rx Employee Stock Ownership and 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ag Rx Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Ag Rx Employee Stock Ownership and 401(k) Plan reported participants rose from 126 in the plan year 2023 filing to 137 in the plan year 2024 filing.
  • Ag Rx Employee Stock Ownership and 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 770329972 · Ag Rx PY 2024 · 401(k)

Ag Rx Employee Stock Ownership and 401(k) Plan · $19M · 137 · 69th

  • BOY $19M
  • SCH 137
  • EBSA 69th
  • PART 401(k)
  • TYPE near H & M Bay, Inc. Corporate Profit Sharing Plan
  • NET ind #934

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 California →

Ag Rx Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Ag Rx Employee Stock Ownership and 401(k) PlanAg Rx Employee Stock Ownersh…$19MH & M Bay, Inc. Corporate Profit Sharing PlanH & M Bay, Inc. Corporate Pr…$19MThompson & Horton LLP 401(k) PlanThompson & Horton LLP 401(k)…$19MThe Wilderness Society 401(a) Retirement PlanThe Wilderness Society 401(a…$19MClinicalmind, LLC 401(k) Plan$19M
End-of-year total assets ($M) among Ag Rx Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN770329972
Plan Effective Date1993-06-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Ag Rx)

Sponsor-wide plan assets over time

All Ag Rx plans reported in each filing year

Latest sponsor-wide plan assets
$19M 33.69167973593287% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $18.8M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 130 $14M
2023 1 126 $17M
2024 1 137 $19M

Nearby 401(k) Plans in California

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

Ag Rx Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ag Rx Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.01875744 · Participants: 137Ag Rx Employee Stock Ownership and 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ag Rx Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ag Rx Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Ag Rx Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is H & M Bay, Inc. Corporate Profit Sharing Plan in MD ($19M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Ag Rx Employee Stock Ownership and 401(k) Plan assets move in 2024? ▼
Ag Rx Employee Stock Ownership and 401(k) Plan grew at a solid clip - up 13.5% during 2024, from $17M to $19M. Reported net income was $2M.
How have Ag Rx plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ag Rx's sponsor-wide assets grew 33.7%, from $14M to $19M.
Which 401(k) plans are similar in size to Ag Rx Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is H & M Bay, Inc. Corporate Profit Sharing Plan in MD ($19M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Ag Rx Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K 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 770329972.

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.