Plan Ledger DOL Form 5500 · updated monthly

Agm Container Controls, Inc.ESOP

AGM CONTAINER CONTROLS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Agm Container Controls, Inc. reported $6 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,897 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 353rd-largest of 1,285 plans among Arizona employers on file, and the 5,706th of 13,661 in manufacturing. active participation has grown from 89 to 106 since 2022.

Plan summary
Net assets, end of year$21,241,724
Participants with balances131
Active participants106
Employer contributions$307,086
Employee contributions—
Employer contribution per active participant$2,897
Average account balance$162,151
Benefits paid to participants$740,857
Plan auditUnmodified (clean) audit opinion
AuditorBEACHFLESICHMAN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$21.2M · 131 accts · $307K emplr
2023$18.4M · 124 accts · $1.6M emplr
2022$16.3M · 117 accts · $1.3M emplr
Employer contributions to the Agm Container Controls, Inc. plan · 2024
Employer contribution per active participant$2,897
Median for plans this size$2,416
2024$2,897 per active participant
2023$16,000 per active participant
2022$14,102 per active participant

Agm Container Controls, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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.

Administrative cost history3
2024$6 · 0.00%
2023Not separately reported
2022Not separately reported
Same employer
Similar plansManufacturing · Arizona
Cassavant Machining, Inc. AZ$22.5M · 0.54%
Bingham Equipment Company AZ$22.0M · 0.51%
Rockford Corporation AZ$21.9M · 0.08%
Knox Associates, Inc. AZ$21.2M · 0.32%
Head USA, Inc. AZ$19.7M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860229556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.