Plan Ledger DOL Form 5500 · updated monthly

Agilon Health Management Inc.401(k)

AGILON HEALTH INC. 401(K) PROFIT SHARING PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Agilon Health Management Inc. reported $179,639 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,644 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 2 years on file its reported administrative ratio fell from 0.57% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,309th-largest of 5,688 plans among Texas employers on file, and the 2,352nd of 11,911 in health care & social assistance. In 2024, employees put in $2.11 for every $1.00 the employer contributed; active participation has shrunk from 848 to 534 since 2022.

Plan summary
Net assets, end of year$37,444,966
Participants with balances636
Active participants534
Employer contributions$2,480,073
Employee contributions$5,240,354
Employer contribution per active participant$4,644
Average account balance$58,876
Benefits paid to participants$8,837,598
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.4M · 636 accts · $2.5M emplr
2023$32.9M · 698 accts · $2.6M emplr
2022$22.6M · 688 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,884
Investment management$152,755
Total administrative$179,639
The Agilon Health Management Inc. 401(k) match · 2024
Employer contribution per active participant$4,644
Median for plans this size$2,416
2024$4,644 per active participant
2023$4,081 per active participant
2022$2,186 per active participant

Agilon Health Management Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MERCER INVESTMENTS, LLC · Consulting · Insurance services$138,879
EMPOWER ADVISORY GROUP, LLC · Investment management$13,876

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

Administrative cost history3
2024$179,639 · 0.51%
2023$160,861 · 0.58%
2022$123,789 · 0.57%
Same employer
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Airrosti Rehab Centers LLC. TX$37.6M · 0.81%
Umc Physicians TX$35.9M · 0.09%
Radiology Associates, LLP TX$34.4M · 0.24%
Aa Obgyn, PLLC TX$33.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812677797 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.