401(k) · DOL Form 5500 · 2022

Apogee Engineering LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
614
Participants Below avg headcount
83rd
Percentile by assets National rank
$47,943
Avg per participant Low balance/head
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Official DOL plan name: Apogee Engineering 401 (K) Plan · Sponsored by Apogee Engineering LLC · Colorado · Professional & Technical Services

$29M in assets, 614 participants

Apogee Engineering LLC's Apogee Engineering 401 (K) Plan reported $29M in total assets and 614 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,928 in Professional & Technical Services (21,562 peers)

Where Apogee Engineering 401 (K) Plan sits by assets

Apogee Engineering 401 (K) Plan sits in the top quartile of all filed plans by assets, $29M for 614 participants (~$47,943/participant), up 7.7% in 2022.

#17,928
in Professional & Technical Services (21,562 peers)
+7.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Apogee Engineering 401 (K) Plan's outsized position by total assets

Apogee Engineering 401 (K) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,437,156 Top 17% higher than 83% of 139,123 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 2022

Apogee Engineering 401 (K) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apogee Engineering 401 (K) Plan sits mid-pack in the medium band (614 participants).

Form 5500 schedule snapshot

Filing strip 562484395 · Apogee Engineering LLC PY 2022 · 401(k)

Apogee Engineering 401 (K) Plan · $29M · 614 · 83rd

  • EOY $29M
  • 5500 614
  • ASSETS 83rd
  • PCT 401(k)
  • EIN near Texas Retina Associates Retirement Plan
  • RANK ind #17928

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Apogee Engineering 401 (K) Plan in the asset neighbourhood

Intega, Inc. 401(k) Plan$29MApogee Engineering 401 (K) PlanApogee Engineering 401 (K) P…$29MTexas Retina Associates Retirement PlanTexas Retina Associates Reti…$29MQuaker Window Products Co. 401(k) Profit Sharing Plan & TrustQuaker Window Products Co. 4…$29MConfluence 401(k) Plan$29M
End-of-year total assets ($M) among Apogee Engineering 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN562484395
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apogee Engineering LLC)

Sponsor-wide plan assets over time

All Apogee Engineering LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 67.35108513879534% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29.4M $49.3M ▲ +67.3%
Year Plans Participants Total Assets
2022 1 614 $29M
2023 1 603 $42M
2024 1 661 $49M

Nearby 401(k) Plans in Colorado

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

Apogee Engineering 401 (K) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -10123 Total assets ($B) Participants Apogee Engineering 401 (K) Plan, Total assets ($B): 0.029437156 · Participants: 614Apogee Engineering 401 (K) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Apogee Engineering 401 (K) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Apogee Engineering 401 (K) Plan side-by-side with 3 peers →

Apogee Engineering 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Texas Retina Associates Retirement Plan in TX ($29M); by covered participants it is Savings Plan of Danny Herman Trucking Employees in TN (614 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (614 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Apogee Engineering 401 (K) Plan assets move in 2022? ▼
Apogee Engineering 401 (K) Plan grew at a solid clip - up 7.7% during 2022, from $27M to $29M. Reported net income was $2M.
How have Apogee Engineering LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apogee Engineering LLC's sponsor-wide assets grew 67.4%, from $29M to $49M.
Where does Apogee Engineering 401 (K) Plan rank by assets among Form 5500 filers? ▼
Apogee Engineering 401 (K) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Apogee Engineering 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Texas Retina Associates Retirement Plan in TX ($29M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Apogee Engineering 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Savings Plan of Danny Herman Trucking Employees in TN (614 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562484395.

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.