ESOP · DOL Form 5500 · 2023

Agi Industries, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
123
Participants Small participant base
62nd
Percentile by assets National rank
$95,179
Avg per participant Below avg balance/head
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Official DOL plan name: Agi Industries, Inc. Employee Stock Ownership Plan · Sponsored by Agi Industries, Inc. · Louisiana · Construction

$12M in assets, 123 participants

Agi Industries, Inc.'s Agi Industries, Inc. Employee Stock Ownership Plan reported $12M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,472 in Construction (9,030 peers)

Coverage in Louisiana

Agi Industries, Inc. Employee Stock Ownership Plan covers 123 participants in Louisiana, about 25% of the average Louisiana filer (state average ~495 per filing). Assets: $12M.

#5,472
in Construction (9,030 peers)
+16.8%
assets growth YoY

Agi Industries, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Agi Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,706,978 Top 38% higher than 62% of 127,068 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 2023

Agi Industries, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agi Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agi Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Agi Industries, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Agi Industries, Inc. Employee Stock Ownership Plan reported participants rose from 120 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 720654641 · Agi Industries, Inc. PY 2023 · ESOP

Agi Industries, Inc. Employee Stock Ownership Plan · $12M · 123 · 62nd

  • PCT $12M
  • PCT 123
  • PCT 62nd
  • PCT ESOP
  • PCT near Karmak, Inc. Employee Stock Ownership Plan
  • PCT ind #5472

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 What is an ESOP? → · Plans in Louisiana →

Agi Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kelley Brothers Roofing, Inc. Employee Stock Ownership PlanKelley Brothers Roofing, Inc…$12MAgi Industries, Inc. Employee Stock Ownership PlanAgi Industries, Inc. Employe…$12MKarmak, Inc. Employee Stock Ownership PlanKarmak, Inc. Employee Stock …$12MTwin City Dies Castings Company Employee Stock Ownership PlanTwin City Dies Castings Comp…$12MProcessed Metals Innovators, Inc. Employee Stock Ownership PlanProcessed Metals Innovators,…$12M
End-of-year total assets ($M) among Agi Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN720654641
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agi Industries, Inc.)

Sponsor-wide plan assets over time

All Agi Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 46.28797122202509% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.6M $34.5M ▲ +46.3%
Year Plans Participants Total Assets
2022 2 240 $24M
2023 2 251 $28M
2024 2 273 $34M

Nearby ESOP Plans in Louisiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Agi Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Agi Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.706978 · Participants: 123Agi Industries, Inc. Employee Stock Ownership PlanMagnolia Employee Stock Ownership Plan, Total assets ($M): 611.505673 · Participants: 44Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 446.486105 · Participants: 3467Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.058565 · Participants: 570Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanRogers Manufacturing Corporation Employee Stock Ownership Plan, Total assets ($M): 132.262774 · Participants: 153Rogers Manufacturing Corporation Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 126.28162 · Participants: 820Gulf Coast Bank & Trust Company Employee Stock Ownership Plan
Agi Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Agi Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Agi Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is Karmak, Inc. Employee Stock Ownership Plan in IL ($12M); by covered participants it is H. M. Cragg Co. Employee Stock Ownership Plan and Trust in MN (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Agi Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Agi Industries, Inc. Employee Stock Ownership Plan grew sharply - up 16.8% during 2023, from $10M to $12M. Reported net income was $2M.
How have Agi Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agi Industries, Inc.'s sponsor-wide assets grew 46.3%, from $24M to $34M.
Which ESOP plans are similar in size to Agi Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Karmak, Inc. Employee Stock Ownership Plan in IL ($12M, 187 participants).
Which ESOP plans cover a similar participant headcount to Agi Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is H. M. Cragg Co. Employee Stock Ownership Plan and Trust in MN (123 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 720654641.

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.