ESOP · DOL Form 5500 · 2023

Agi Industries, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
123
Participants
62nd
Percentile by assets
$95,179
Avg per participant
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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.

  • 62nd percentile by assets (of 127,072 plans)
  • #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.

$12M
total plan assets (2023 EOY)
123
covered participants
62nd
percentile by assets (of 127,072 plans)
$95,179
avg assets per participant

Where Agi Industries, Inc. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Louisiana
Industry
Construction

Participants vs Louisiana filers

In Louisiana, the average filing covers about 495 participants across 1,155 plans. Agi Industries, Inc. Employee Stock Ownership Plan reports 123 participants - about 25% of that state average ($12M EOY assets).

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.)

$20M$25M$30M$35M$40M 202220232024 $23.6M $34.5M ▲ +46.3%
Total plan assets by year, all Agi Industries, Inc. plans on file
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 ($M) Participants Agi Industries, Inc.…, Total assets ($M): 11.706978 · Participants: 123Agi Industries, Inc.…Magnolia Employee St…, Total assets ($M): 611.505673 · Participants: 44Magnolia Employee St…Acadian Ambulance Se…, Total assets ($M): 446.486105 · Participants: 3467Acadian Ambulance Se…Mcelroy Metal Mill, …, Total assets ($M): 143.058565 · Participants: 570Mcelroy Metal Mill, …Rogers Manufacturing…, Total assets ($M): 132.262774 · Participants: 153Rogers Manufacturing…Gulf Coast Bank & Tr…, Total assets ($M): 126.28162 · Participants: 820Gulf Coast Bank & Tr…
Agi Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Agi Industries, Inc. Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Agi Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Agi Industries, Inc. Employee Stock Owne…

Filing takeaways

Ways to act on Agi Industries, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Agi Industries, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Louisiana. Compare plans
  • Agi Industries, Inc.'s sponsor-wide assets have grown 46.3% since 2022 across 3 plan years on file. More Construction plans

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.