Plan Ledger DOL Form 5500 · updated monthly

Agiliti Health, Inc.401(k)

AGILITI 401(K) · EDEN PRAIRIE, MN · plan year 2025

Reported admin expense ratio · 2025
0.19%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Agiliti Health, Inc. reported $632,844 in plan administrative expenses for 2025: 0.19% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,301 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.21% to 0.19%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 107th-largest of 1,918 plans among Minnesota employers on file, and the 32nd of 2,096 in real estate & leasing. In 2025, employees put in $3.40 for every $1.00 the employer contributed; active participation has grown from 5,260 to 6,079 since 2022.

Plan summary
Net assets, end of year$353,208,286
Participants with balances7,504
Active participants6,079
Employer contributions$7,906,484
Employee contributions$26,918,960
Employer contribution per active participant$1,301
Average account balance$47,069
Benefits paid to participants$39,761,819
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$353.2M · 7,504 accts · $7.9M emplr
2024$302.3M · 8,728 accts · $7.8M emplr
2023$259.3M · 7,819 accts · $7.6M emplr
2022$180.1M · 6,112 accts · $5.7M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$557,844
Total administrative$632,844
The Agiliti Health, Inc. 401(k) match · 2025
Employer contribution per active participant$1,301
Median for plans this size$4,295
2025$1,301 per active participant
2024$1,256 per active participant
2023$1,296 per active participant
2022$1,077 per active participant

Agiliti Health, Inc.'s 2025 employer contribution ran below the $4,295 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$557,844
CREATIVE PLANNING HOLDCO, LLC · Investment management$75,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$632,844 · 0.19%
2024$505,586 · 0.18%
2023$392,338 · 0.18%
2022$376,426 · 0.21%
Same employer
Similar plansReal Estate & Leasing · Minnesota
Homeservices of America, Inc MN$790.9M · 0.03%
Avalonbay Communities, Inc. VA$442.9M · 0.08%
Related Partners, Inc. NY$407.2M · 0.05%
Equity Residential IL$326.5M · 0.04%
Rpc, Inc. FL$326.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410760940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.