401(k) · DOL Form 5500 · 2023

Agate Housing and Services, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
115
Participants Small participant base
37th
Percentile by assets National rank
$27,619
Avg per participant Low balance/head
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Official DOL plan name: Agate Housing and Services, Inc. 401(k) Plan · Sponsored by Agate Housing and Services, Inc. · Minnesota · Healthcare & Social Assistance

$3M in assets, 115 participants

Agate Housing and Services, Inc.'s Agate Housing and Services, Inc. 401(k) Plan reported $3M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,667 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Agate Housing and Services, Inc. 401(k) Plan covers 115 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $3M.

#6,667
in Healthcare & Social Assistance (17,684 peers)
+22.4%
assets growth YoY

Agate Housing and Services, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Agate Housing and Services, Inc. 401(k) Plan vs every filed plan by assets

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

$3,176,144 37th percentile higher than 37% 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

Agate Housing and Services, Inc. 401(k) 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. Agate Housing and Services, Inc. 401(k) Plan sits mid-pack in the medium band (115 participants).

Form 5500 schedule snapshot

Filing strip 010639118 · Agate Housing and Services, Inc. PY 2023 · 401(k)

Agate Housing and Services, Inc. 401(k) Plan · $3M · 115 · 37th

  • RANK $3M
  • PHOTO 115
  • IND 37th
  • EOY 401(k)
  • 5500 near Rescue Missions Ministries, Inc. 401(k) Plan
  • ASSETS ind #6667

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Agate Housing and Services, Inc. 401(k) Plan in the asset neighbourhood

Agate Housing and Services, Inc. 401(k) PlanAgate Housing and Services, …$3MRescue Missions Ministries, Inc. 401(k) PlanRescue Missions Ministries, …$3MStrategix Management LLC 401(k) PlanStrategix Management LLC 401…$3MIgenomix USA, LLC 401(k) Profit Sharing Plan and TrustIgenomix USA, LLC 401(k) Pro…$3MGulph Creek Hotels Retirement & Savings PlanGulph Creek Hotels Retiremen…$3M
End-of-year total assets ($M) among Agate Housing and Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$582K
Employer EIN010639118
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agate Housing and Services, Inc.)

Sponsor-wide plan assets over time

All Agate Housing and Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.093091497110962% vs 2023
2024 filing year
$3M$3.2M$3.4M$3.6M 20232024 $3.18M $3.56M ▲ +11.9%
Year Plans Participants Total Assets
2023 1 115 $3M
2024 1 131 $4M

Nearby 401(k) Plans in Minnesota

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

Agate Housing and Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Agate Housing and Services, Inc. 401(k) Plan, Total assets ($B): 0.003176144 · Participants: 115Agate Housing and Services, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Agate Housing and Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Agate Housing and Services, Inc. 401(k) Plan side-by-side with 3 peers →

Agate Housing and Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Rescue Missions Ministries, Inc. 401(k) Plan in NC ($3M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Agate Housing and Services, Inc. 401(k) Plan assets move in 2023? ▼
Agate Housing and Services, Inc. 401(k) Plan grew sharply - up 22.4% during 2023, from $3M to $3M. Reported net income was $582K.
How have Agate Housing and Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Agate Housing and Services, Inc.'s sponsor-wide assets grew 12.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Agate Housing and Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rescue Missions Ministries, Inc. 401(k) Plan in NC ($3M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Agate Housing and Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants, N/A 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 010639118.

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.