401(k) · DOL Form 5500 · 2024

Amg National Corp 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
143
Participants Small participant base
79th
Percentile by assets National rank
$231,824
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amg National 401(k) Plan · Sponsored by Amg National Corp · Colorado · Finance & Insurance

$33M in assets, 143 participants

Amg National Corp's Amg National 401(k) Plan reported $33M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,712 in Finance & Insurance (8,549 peers)

Coverage in Colorado

Amg National 401(k) Plan covers 143 participants in Colorado, about 38% of the average Colorado filer (state average ~376 per filing). Assets: $33M.

#5,712
in Finance & Insurance (8,549 peers)
+14.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Amg National 401(k) Plan's outsized position by total assets

Amg National 401(k) Plan vs every filed plan by assets

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

$33,150,829 Top 21% higher than 79% 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

Amg National 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. Amg National 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amg National 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Amg National 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Amg National 401(k) Plan reported participants rose from 138 in the plan year 2023 filing to 143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 841595368 · Amg National Corp PY 2024 · 401(k)

Amg National 401(k) Plan · $33M · 143 · 79th

  • PART $33M
  • PART 143
  • PART 79th
  • PART 401(k)
  • PART near Denooyer Brothers / Metro 401(k) Plan & Trust
  • PART ind #5712

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 Finance & Insurance retirement plans → · Plans in Colorado →

Amg National 401(k) Plan in the asset neighbourhood

Amg National 401(k) Plan$33MDenooyer Brothers / Metro 401(k) Plan & TrustDenooyer Brothers / Metro 40…$33MYusen Savings & Retirement PlanYusen Savings & Retirement P…$33MJ. Knipper and Company, Inc. Profit Sharing PlanJ. Knipper and Company, Inc.…$33MHeron Therapeutics, Inc. 401(k) PlanHeron Therapeutics, Inc. 401…$33M
End-of-year total assets ($M) among Amg National 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN841595368
Plan Effective Date1983-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Amg National Corp)

Sponsor-wide plan assets over time

All Amg National Corp plans reported in each filing year

Latest sponsor-wide plan assets
$33M 36.90419976891645% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $33.2M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 133 $24M
2023 1 138 $29M
2024 1 143 $33M

Nearby 401(k) Plans in Colorado

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

Amg National 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Amg National 401(k) Plan, Total assets ($B): 0.033150829 · Participants: 143Amg National 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
Amg National 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Amg National 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Denooyer Brothers / Metro 401(k) Plan & Trust in MI ($33M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Amg National 401(k) Plan assets move in 2024? ▼
Amg National 401(k) Plan grew at a solid clip - up 14.7% during 2024, from $29M to $33M. Reported net income was $4M.
How have Amg National Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amg National Corp's sponsor-wide assets grew 36.9%, from $24M to $33M.
Where does Amg National 401(k) Plan rank by assets among Form 5500 filers? ▼
Amg National 401(k) Plan ranks in the 79th 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 Amg National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Denooyer Brothers / Metro 401(k) Plan & Trust in MI ($33M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Amg National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 participants, N/A 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 841595368.

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.