401(k) · DOL Form 5500 · 2024

Agencyone Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
41st
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Agencyone Group Inc 401(k) · Sponsored by Agencyone Group, Inc. · Washington · Information & Media

$5M in assets, 4 participants

Agencyone Group, Inc.'s Agencyone Group Inc 401(k) reported $5M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #706 in Information & Media (2,822 peers)

Agencyone Group, Inc. multi-year trail

Agencyone Group, Inc.'s plans moved +192.4% in assets from 2022 to 2024; this filing shows Agencyone Group Inc 401(k) at $5M / 4 participants.

#706
in Information & Media (2,822 peers)
+54.1%
assets growth YoY

Agencyone Group Inc 401(k)'s mid-pack asset rank among Information & Media and all filers

Agencyone Group Inc 401(k) vs every filed plan by assets

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

$4,740,026 41st percentile higher than 41% 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

Agencyone Group Inc 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agencyone Group Inc 401(k) is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agencyone Group Inc 401(k) reported participants rose from 1 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Agencyone Group Inc 401(k) end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Agencyone Group Inc 401(k) reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 872661850 · Agencyone Group, Inc. PY 2024 · 401(k)

Agencyone Group Inc 401(k) · $5M · 4 · 41st

  • RANK $5M
  • PHOTO 4
  • IND 41st
  • EOY 401(k)
  • 5500 near Burford Distributing 401(k) Plan
  • ASSETS ind #706

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 Information & Media retirement plans → · Plans in Washington →

Agencyone Group Inc 401(k) in the asset neighbourhood

Agencyone Group Inc 401(k)$5MBurford Distributing 401(k) PlanBurford Distributing 401(k) …$5MRn Staff Dba Rehability Care 401(k) PlanRn Staff Dba Rehability Care…$5MIvan S. Zackheim 401(k) Profit Sharing PlanIvan S. Zackheim 401(k) Prof…$5MThe Las Olas Company, Inc. 401(k) PlanThe Las Olas Company, Inc. 4…$5M
End-of-year total assets ($M) among Agencyone Group Inc 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Agencyone Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Agencyone Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 192.4169423226168% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $1.62M $4.74M ▲ +192.6%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $3M
2024 1 4 $5M

Agencyone Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN872661850
Plan Effective Date2021-10-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Agencyone Group Inc 401(k) vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Agencyone Group Inc 401(k), Total assets ($B): 0.004740026 · Participants: 4Agencyone Group Inc 401(k)The Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Agencyone Group Inc 401(k) vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Agencyone Group Inc 401(k) side-by-side with 3 peers →

Agencyone Group Inc 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Burford Distributing 401(k) Plan in AR ($5M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Agencyone Group Inc 401(k) assets move in 2024? ▼
Agencyone Group Inc 401(k) surged - up 54.1% during 2024, from $3M to $5M. Reported net income was $2M.
How have Agencyone Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agencyone Group, Inc.'s sponsor-wide assets grew 192.4%, from $2M to $5M.
Which 401(k) plans are similar in size to Agencyone Group Inc 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Burford Distributing 401(k) Plan in AR ($5M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Agencyone Group Inc 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 872661850.

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.