Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Agma Retirement Plan Profit Sharing Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 8,463
- Participants Very large workforce
- 92nd
- Percentile by assets National rank
- $13,803
- Avg per participant Low balance/head
Official DOL plan name: The Agma Retirement Plan · Sponsored by Board of Trustees Agma Retirement Plan · Pennsylvania · Finance & Insurance
$117M in assets, 8,463 participants
Board of Trustees Agma Retirement Plan's The Agma Retirement Plan reported $117M in total assets and 8,463 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,417 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
The Agma Retirement Plan covers 8,463 participants in Pennsylvania, 10x the typical Pennsylvania plan (state average ~822 per filing). Assets: $117M.
- #7,417
- in Finance & Insurance (8,549 peers)
- +10.9%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The Agma Retirement Plan's outsized position by total assets
The Agma Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$116,811,029 Top 8% higher than 92% 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
The Agma Retirement 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. The Agma Retirement Plan lands in the large band (8,463 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Agma Retirement Plan reported net income fell from $17M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- The Agma Retirement Plan end-of-year assets rose from $105M in the plan year 2023 filing to $117M in the plan year 2024 filing.
- The Agma Retirement Plan reported participants rose from 8,073 in the plan year 2023 filing to 8,463 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133826401 · Board of Trustees Agma Retirement Plan PY 2024 · Profit Sharing
The Agma Retirement Plan · $117M · 8,463 · 92nd
- RANK $117M
- RANK 8,463
- RANK 92nd
- RANK Profit Sharing
- RANK near Healthalliance Partnership Retirement Savings Plan
- RANK ind #7417
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
The Agma Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $12M |
| Employer EIN | 133826401 |
| Plan Effective Date | 1995-08-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Agma Retirement Plan)
Sponsor-wide plan assets over time
All Board of Trustees Agma Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 32.30365016110583% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,814 | $88M |
| 2023 | 1 | 8,073 | $105M |
| 2024 | 1 | 8,463 | $117M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Scale composition for The Agma Retirement Plan
The Agma Retirement Plan reports $117M in end-of-year assets across 8,463 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $13,803 per participant (10% of the national average assets-per-participant) . Net income for plan year 2024 was $12M.
This plan identity (EIN 133826401, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $88M to $117M (+32.3%) while covered participants moved from 7,814 to 8,463 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,814 | $88M | Open filing |
| 2023 | 8,073 | $105M | Open filing |
| 2024 · index core | 8,463 | $117M | This page |
The Agma Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Healthalliance Partnership Retirement Savings Plan in MA ($117M); by covered participants it is Operating Engineers Local 139 Defined Contribution Annuity Fund in WI (8,450 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
Similar participant headcount
Nearest other-state filings by covered participants (8,463 participants); asset peers above are excluded.
- Operating Engineers Local 139 Defined Contribution Annuity Fund (WI) 8,450 · 13 off
- Wgu Retirement Savings Plan (UT) 8,497 · 34 off
- Ufcw Local 342 Savings and 401(k) Plan (NY) 8,553 · 90 off
- Popular, Inc. Pr Savings and Investment Plan (PR) 8,332 · 131 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.