401(k) · DOL Form 5500 · 2024
Aaag Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 2,397
- Participants Above avg headcount
- 63rd
- Percentile by assets National rank
- $5,867
- Avg per participant Low balance/head
Official DOL plan name: Aaag Holdings, Inc. 401(k) Plan · Sponsored by Aaag Holdings, Inc. · Indiana · Retail Trade
$14M in assets, 2,397 participants
Aaag Holdings, Inc.'s Aaag Holdings, Inc. 401(k) Plan reported $14M in total assets and 2,397 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #5,960 in Retail Trade (8,048 peers)
Coverage in Indiana
Aaag Holdings, Inc. 401(k) Plan covers 2,397 participants in Indiana, 4.4x the typical Indiana plan (state average ~541 per filing). Assets: $14M.
- #5,960
- in Retail Trade (8,048 peers)
- +38.3%
- assets growth YoY
Aaag Holdings, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Aaag Holdings, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,063,319 Top 37% higher than 63% 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
Aaag Holdings, Inc. 401(k) 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. Aaag Holdings, Inc. 401(k) Plan lands in the large band (2,397 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aaag Holdings, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Aaag Holdings, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Aaag Holdings, Inc. 401(k) Plan reported participants rose from 1,855 in the plan year 2023 filing to 2,397 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 465654318 · Aaag Holdings, Inc. PY 2024 · 401(k)
Aaag Holdings, Inc. 401(k) Plan · $14M · 2,397 · 63rd
- BOOK $14M
- VS-ST 2,397
- BOY 63rd
- SCH 401(k)
- EBSA near S.M. Wilson & Co. 401(k) Savings Plan
- PART ind #5960
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 Indiana →
Aaag Holdings, Inc. 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $4M |
| Employer EIN | 465654318 |
| Plan Effective Date | 2021-02-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aaag Holdings, Inc.)
Sponsor-wide plan assets over time
All Aaag Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 80.06593774671597% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,049 | $8M |
| 2023 | 1 | 1,855 | $10M |
| 2024 | 1 | 2,397 | $14M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Aaag Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is S.M. Wilson & Co. 401(k) Savings Plan in MO ($14M); by covered participants it is Janney Montgomery Scott LLC Profit Sharing and Savings Plan in PA (2,398 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- S.M. Wilson & Co. 401(k) Savings Plan (MO) $14M · 89
- Kate Farms 401(k) Profit Sharing Plan and Trust (MA) $14M · 230
- John L. Scott, Inc. 401(k) Salary Savings Plan (WA) $14M · 194
- Tharanco Group, Inc. 401(k) Plan (NJ) $14M · 196
Similar participant headcount
Nearest other-state filings by covered participants (2,397 participants); asset peers above are excluded.
- Janney Montgomery Scott LLC Profit Sharing and Savings Plan (PA) 2,398 · 1 off
- Recco Home Care Services, Inc. Wage Parity Retirement Plan (NY) 2,395 · 2 off
- Worksite Retirement Savings Plan (FL) 2,399 · 2 off
- Barnes & Noble Education 401(k) Plan (NJ) 2,400 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.