401(k) · DOL Form 5500 · 2024

Agero, Inc. 401(k) Plan

Data updated 2026-08-25

$191M
Total assets Near avg plan size
1,858
Participants Near avg headcount
94th
Percentile by assets National rank
$102,729
Avg per participant Below avg balance/head
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Official DOL plan name: Agero, Inc. Retirement Plan · Sponsored by Agero, Inc. · Massachusetts · Transportation & Warehousing

$191M in assets, 1,858 participants

Agero, Inc.'s Agero, Inc. Retirement Plan reported $191M in total assets and 1,858 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,050 in Transportation & Warehousing (3,299 peers)

Coverage in Massachusetts

Agero, Inc. Retirement Plan covers 1,858 participants in Massachusetts, 2.8x the typical Massachusetts plan (state average ~659 per filing). Assets: $191M.

#3,050
in Transportation & Warehousing (3,299 peers)
+18.8%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Agero, Inc. Retirement Plan's outsized position by total assets

Agero, Inc. Retirement Plan vs every filed plan by assets

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

$190,870,001 Top 6% higher than 94% 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

Agero, Inc. Retirement 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. Agero, Inc. Retirement Plan lands in the large band (1,858 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agero, Inc. Retirement Plan end-of-year assets rose from $161M in the plan year 2023 filing to $191M in the plan year 2024 filing.
  • Agero, Inc. Retirement Plan reported net income fell from $37M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Agero, Inc. Retirement Plan reported participants fell from 2,035 in the plan year 2023 filing to 1,858 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042534134 · Agero, Inc. PY 2024 · 401(k)

Agero, Inc. Retirement Plan · $191M · 1,858 · 94th

  • NET $191M
  • BOOK 1,858
  • VS-ST 94th
  • BOY 401(k)
  • SCH near Yokogawa USA, Inc. Wealth Builder
  • EBSA ind #3050

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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →

Agero, Inc. Retirement Plan in the asset neighbourhood

Yokogawa USA, Inc. Wealth BuilderYokogawa USA, Inc. Wealth Bu…$191MAgero, Inc. Retirement Plan$191MRed Wing Shoe Company, Inc. 401(k) Profit Sharing PlanRed Wing Shoe Company, Inc. …$191MInstitutional Shareholder Services Inc. 401(k) Retirement Savings PlanInstitutional Shareholder Se…$191MThe Rh 401(k) Plan$191M
End-of-year total assets ($M) among Agero, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$191M
Net Income$30M
Employer EIN042534134
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agero, Inc.)

Sponsor-wide plan assets over time

All Agero, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$191M 54.196392140512906% vs 2022
2024 filing year
$100M$150M$200M 202220232024 $124M $191M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 2,233 $124M
2023 1 2,035 $161M
2024 1 1,858 $191M

Nearby 401(k) Plans in Massachusetts

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

Agero, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Agero, Inc. Retirement Plan, Total assets ($B): 0.190870001 · Participants: 1858Agero, Inc. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Agero, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Agero, Inc. Retirement Plan side-by-side with 3 peers →

Agero, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Yokogawa USA, Inc. Wealth Builder in GA ($191M); by covered participants it is Solaris Foundation 401(k) Retirement Plan in FL (1,858 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($191M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,858 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 Agero, Inc. Retirement Plan assets move in 2024? ▼
Agero, Inc. Retirement Plan grew sharply - up 18.8% during 2024, from $161M to $191M. Reported net income was $30M.
How have Agero, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agero, Inc.'s sponsor-wide assets grew 54.2%, from $124M to $191M.
Where does Agero, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Agero, Inc. Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Agero, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yokogawa USA, Inc. Wealth Builder in GA ($191M, 760 participants).
Which 401(k) plans cover a similar participant headcount to Agero, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solaris Foundation 401(k) Retirement Plan in FL (1,858 participants, $23M 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 042534134.

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.