401(k) · DOL Form 5500 · 2023

Aaag Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,855
Participants Near avg headcount
59th
Percentile by assets National rank
$5,481
Avg per participant Low balance/head
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Official DOL plan name: Aaag Holdings, Inc. 401(k) Plan · Sponsored by Aaag Holdings, Inc. · Indiana · Retail Trade

$10M in assets, 1,855 participants

Aaag Holdings, Inc.'s Aaag Holdings, Inc. 401(k) Plan reported $10M in total assets and 1,855 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,877 in Retail Trade (8,414 peers)

Coverage in Indiana

Aaag Holdings, Inc. 401(k) Plan covers 1,855 participants in Indiana, 3.4x the typical Indiana plan (state average ~541 per filing). Assets: $10M.

#5,877
in Retail Trade (8,414 peers)
+30.2%
assets growth YoY

Aaag Holdings, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Aaag Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$10,167,551 Top 41% higher than 59% 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

Aaag Holdings, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aaag Holdings, Inc. 401(k) Plan lands in the large band (1,855 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aaag Holdings, Inc. 401(k) Plan reported net income rose from $746K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aaag Holdings, Inc. 401(k) Plan reported participants rose from 1,049 in the plan year 2022 filing to 1,855 in the plan year 2023 filing.
  • Aaag Holdings, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 465654318 · Aaag Holdings, Inc. PY 2023 · 401(k)

Aaag Holdings, Inc. 401(k) Plan · $10M · 1,855 · 59th

  • PART $10M
  • PART 1,855
  • PART 59th
  • PART 401(k)
  • PART near Knit-Rite, LLC Employees 401(k) Profit Sharing Plan
  • PART ind #5877

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 Retail Trade retirement plans → · Plans in Indiana →

Aaag Holdings, Inc. 401(k) Plan in the asset neighbourhood

Aaag Holdings, Inc. 401(k) PlanAaag Holdings, Inc. 401(k) P…$10MKnit-Rite, LLC Employees 401(k) Profit Sharing PlanKnit-Rite, LLC Employees 401…$10MFoundation for Medical Care of Tulare & Kings Counties, Inc. 401(k) Profit Sharing PlanFoundation for Medical Care …$10MFairwood Brands 401(k) Plan$10MLeatherstocking Corporation Profit Sharing PlanLeatherstocking Corporation …$10M
End-of-year total assets ($M) among Aaag Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN465654318
Plan Effective Date2021-02-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaag Holdings, Inc.)

Sponsor-wide plan assets over time

All Aaag Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 80.06593774671597% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $7.81M $14.1M ▲ +80.0%
Year Plans Participants Total Assets
2022 1 1,049 $8M
2023 1 1,855 $10M
2024 1 2,397 $14M

Nearby 401(k) Plans in Indiana

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

Aaag Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Aaag Holdings, Inc. 401(k) Plan, Total assets ($B): 0.010167551 · Participants: 1855Aaag Holdings, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Aaag Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Aaag Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Aaag Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Knit-Rite, LLC Employees 401(k) Profit Sharing Plan in KS ($10M); by covered participants it is 401(k) Plan for Sotera Health in OH (1,855 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,855 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 Aaag Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Aaag Holdings, Inc. 401(k) Plan surged - up 30.2% during 2023, from $8M to $10M. Reported net income was $2M.
How have Aaag Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaag Holdings, Inc.'s sponsor-wide assets grew 80.1%, from $8M to $14M.
Which 401(k) plans are similar in size to Aaag Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Knit-Rite, LLC Employees 401(k) Profit Sharing Plan in KS ($10M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Aaag Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Plan for Sotera Health in OH (1,855 participants, $175M 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 465654318.

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.