401(k) · DOL Form 5500 · 2022

Applied Invention, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
55
Participants Small participant base
63rd
Percentile by assets National rank
$169,470
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Applied Invention, LLC 401(k) Plan · Sponsored by Applied Invention, LLC · California · Professional & Technical Services

$9M in assets, 55 participants

Applied Invention, LLC's Applied Invention, LLC 401(k) Plan reported $9M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,374 in Professional & Technical Services (21,562 peers)

Applied Invention, LLC multi-year trail

Applied Invention, LLC's plans moved +89.7% in assets from 2022 to 2024; this filing shows Applied Invention, LLC 401(k) Plan at $9M / 55 participants.

#13,374
in Professional & Technical Services (21,562 peers)
-8.1%
assets change YoY

The plan reported a net loss of $826K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Applied Invention, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Applied Invention, LLC 401(k) Plan vs every filed plan by assets

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

$9,320,876 Top 37% higher than 63% 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

Applied Invention, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applied Invention, LLC 401(k) Plan is a small filing (55 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 471326231 · Applied Invention, LLC PY 2022 · 401(k)

Applied Invention, LLC 401(k) Plan · $9M · 55 · 63rd

  • EOY $9M
  • 5500 55
  • ASSETS 63rd
  • PCT 401(k)
  • EIN near Bfc 401(k) Plan
  • RANK ind #13374

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 California →

Applied Invention, LLC 401(k) Plan in the asset neighbourhood

Applied Invention, LLC 401(k) PlanApplied Invention, LLC 401(k…$9MBfc 401(k) Plan$9MAlliance Materials, Inc. 401(k) and Profit Sharing PlanAlliance Materials, Inc. 401…$9MHesse Industrial Sales, Inc. Profit Sharing 401(k) PlanHesse Industrial Sales, Inc.…$9MForcum Lannom Contractors, LLC 401(k) PlanForcum Lannom Contractors, L…$9M
End-of-year total assets ($M) among Applied Invention, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Applied Invention, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Applied Invention, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 89.65118729183823% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.32M $17.7M ▲ +89.7%
Year Plans Participants Total Assets
2022 1 55 $9M
2023 1 59 $13M
2024 1 64 $18M

Applied Invention, LLC filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$826K
Employer EIN471326231
Plan Effective Date2014-11-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Applied Invention, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Applied Invention, LLC 401(k) Plan, Total assets ($B): 0.009320876 · Participants: 55Applied Invention, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Applied Invention, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Applied Invention, LLC 401(k) Plan side-by-side with 3 peers →

Applied Invention, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bfc 401(k) Plan in IN ($9M); by covered participants it is Arthritis Center of Nebraska Profit Sharing Plan in NE (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Applied Invention, LLC 401(k) Plan assets move in 2022? ▼
Applied Invention, LLC 401(k) Plan pulled back noticeably - down 8.1% during 2022, from $10M to $9M. Reported net income was -$826K.
How have Applied Invention, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Invention, LLC's sponsor-wide assets grew 89.7%, from $9M to $18M.
Which 401(k) plans are similar in size to Applied Invention, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bfc 401(k) Plan in IN ($9M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Applied Invention, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arthritis Center of Nebraska Profit Sharing Plan in NE (55 participants, $11M 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 471326231.

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.