Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Agma Retirement Plan Profit Sharing Plan
Data updated 2026-08-11
- $117M
- Total assets
- 8,463
- Participants
- 92nd
- Percentile by assets
- $13,803
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $117M
- total plan assets (2024 EOY)
- 8,463
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $13,803
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Agma Retirement Plan reports 8,463 participants - 10x that state average ($117M EOY assets).
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)
| 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.
The Agma Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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 |
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Agma Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Agma Retirement Plan assets move in 2024? ▼
How have Board of Trustees Agma Retirement Plan plan assets changed over time? ▼
Where does The Agma Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Agma Retirement Plan? ▼
Next read for The Agma Retirement Plan
Filing takeaways
Ways to act on The Agma Retirement Plan's numbers.
- By total assets, The Agma Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Board of Trustees Agma Retirement Plan's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Finance & Insurance plans