401(k) · DOL Form 5500 · 2024

Agup Equipment Company 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
291
Participants Below avg headcount
75th
Percentile by assets National rank
$89,617
Avg per participant Below avg balance/head
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Official DOL plan name: Agup Equipment Company 401(k) Plan · Sponsored by Agup Equipment Company · Mississippi · Retail Trade

$26M in assets, 291 participants

Agup Equipment Company's Agup Equipment Company 401(k) Plan reported $26M in total assets and 291 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,807 in Retail Trade (8,048 peers)

Where Agup Equipment Company 401(k) Plan sits by assets

Agup Equipment Company 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 291 participants (~$89,617/participant), up 12.3% in 2024.

#6,807
in Retail Trade (8,048 peers)
+12.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Agup Equipment Company 401(k) Plan's outsized position by total assets

Agup Equipment Company 401(k) Plan vs every filed plan by assets

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

$26,078,582 Top 25% higher than 75% 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

Agup Equipment Company 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. Agup Equipment Company 401(k) Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agup Equipment Company 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Agup Equipment Company 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 640470043 · Agup Equipment Company PY 2024 · 401(k)

Agup Equipment Company 401(k) Plan · $26M · 291 · 75th

  • PHOTO $26M
  • IND 291
  • EOY 75th
  • 5500 401(k)
  • ASSETS near Keter US, Inc. 401(k) Profit Sharing Plan
  • PCT ind #6807

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 Retail Trade retirement plans → · Plans in Mississippi →

Agup Equipment Company 401(k) Plan in the asset neighbourhood

Agup Equipment Company 401(k) PlanAgup Equipment Company 401(k…$26MKeter US, Inc. 401(k) Profit Sharing PlanKeter US, Inc. 401(k) Profit…$26MMass. Bay Brewing Company, Inc. 401(k) PlanMass. Bay Brewing Company, I…$26MBall Janik LLP 401(k) Profit Sharing Plan and TrustBall Janik LLP 401(k) Profit…$26MForbo Siegling, LLC 401(k) Savings PlanForbo Siegling, LLC 401(k) S…$26M
End-of-year total assets ($M) among Agup Equipment Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN640470043
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agup Equipment Company)

Sponsor-wide plan assets over time

All Agup Equipment Company plans reported in each filing year

Latest sponsor-wide plan assets
$26M 29.181011260956463% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.1M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 277 $20M
2023 1 292 $23M
2024 1 291 $26M

Nearby 401(k) Plans in Mississippi

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

Agup Equipment Company 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Agup Equipment Company 401(k) Plan, Total assets ($M): 26.078582 · Participants: 291Agup Equipment Company 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Agup Equipment Company 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Agup Equipment Company 401(k) Plan side-by-side with 3 peers →

Agup Equipment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Keter US, Inc. 401(k) Profit Sharing Plan in NC ($26M); by covered participants it is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Agup Equipment Company 401(k) Plan assets move in 2024? ▼
Agup Equipment Company 401(k) Plan grew at a solid clip - up 12.3% during 2024, from $23M to $26M. Reported net income was $3M.
How have Agup Equipment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agup Equipment Company's sponsor-wide assets grew 29.2%, from $20M to $26M.
Where does Agup Equipment Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Agup Equipment Company 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Agup Equipment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keter US, Inc. 401(k) Profit Sharing Plan in NC ($26M, 541 participants).
Which 401(k) plans cover a similar participant headcount to Agup Equipment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants, $16M 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 640470043.

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.