Department of Labor filing

A G EQUIPMENT COMPANY

A G EQUIPMENT COMPANY INCOME GROWTH PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Mar 26, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support

$5,630

Reported employer contributions per active participant.

Higher than about 92% of comparable plans

#People in the filing

433

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

-$17 / participant

Reported administrative expense—not every fee an employee may pay.

↗Investment performance

Not available

Plan assets changed 9.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions92nd percentileTypical peer $2,293 · based on 622 comparable plans

Lower reported administrative expenseNot enough dataTypical peer $193 · based on 639 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, A G EQUIPMENT COMPANY reported $2,437,644 in employer contributions across the plan and 433 active participants. That works out to $5,630 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy81%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 6.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 29.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,437,644
Participant contributions: $2,808,393
Other contributions: $1,945
Employer share of reported contributions: 46.5%
Beginning assets: $52,422,428
Ending assets: $57,404,491
Ending net assets: $57,404,491
Ending liabilities: $0
Total income: $11,612,360
Total expenses: $6,630,297
Administrative expenses: -$8,258
Participant loans: $396,657

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$5,267

2023

$4,955

2024

$5,630

Plan-paid administrative expenses per participant

2022

-$23

2023

-$24

2024

-$17

Active participants

2022

356

2023

411

2024

433

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,630	433	57.4M	20260326081017NAL0005397985001
2023	$4,955	411	52.4M	20250408161655NAL0034794562001
2022	$5,267	356	45.1M	20240321162055NAL0004515745001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 731070068-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1993
Industry: Industry group 333
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2T2K2A2E2F2G2J3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260326081017NAL0005397985001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗