401(k) · DOL Form 5500 · 2022

Applegate & Company, PC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
46th
Percentile by assets National rank
$391,828
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Applegate & Company Cpas Profit Sharing Plan · Sponsored by Applegate & Company, PC · Indiana · Professional & Technical Services

$4M in assets, 10 participants

Applegate & Company, PC's Applegate & Company Cpas Profit Sharing Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,290 in Professional & Technical Services (21,562 peers)

Applegate & Company, PC multi-year trail

Applegate & Company, PC's plans moved +43.1% in assets from 2022 to 2024; this filing shows Applegate & Company Cpas Profit Sharing Plan at $4M / 10 participants.

#9,290
in Professional & Technical Services (21,562 peers)
-7.9%
assets change YoY

The plan reported a net loss of $334K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Applegate & Company Cpas Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Applegate & Company Cpas Profit Sharing Plan vs every filed plan by assets

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

$3,918,275 46th percentile higher than 46% 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

Applegate & Company Cpas Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applegate & Company Cpas Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 464405607 · Applegate & Company, PC PY 2022 · 401(k)

Applegate & Company Cpas Profit Sharing Plan · $4M · 10 · 46th

  • BOOK $4M
  • VS-ST 10
  • BOY 46th
  • SCH 401(k)
  • EBSA near Loan Simple 401(k) Profit Sharing Plan & Trust
  • PART ind #9290

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 Indiana →

Applegate & Company Cpas Profit Sharing Plan in the asset neighbourhood

Applegate & Company Cpas Profit Sharing PlanApplegate & Company Cpas Pro…$4MLoan Simple 401(k) Profit Sharing Plan & TrustLoan Simple 401(k) Profit Sh…$4MFamilies United Network 401(k) PlanFamilies United Network 401(…$4MGallaher Companies LLC 401(k) PlanGallaher Companies LLC 401(k…$4MSea Coast/Oceanview Retirement PlanSea Coast/Oceanview Retireme…$4M
End-of-year total assets ($M) among Applegate & Company Cpas Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Applegate & Company, PC multi-year asset trail

Sponsor-wide plan assets over time

All Applegate & Company, PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.094499492761486% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.92M $5.61M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 11 $5M
2024 1 13 $6M

Applegate & Company, PC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$334K
Employer EIN464405607
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Applegate & Company Cpas Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Applegate & Company Cpas Profit Sharing Plan, Total assets ($B): 0.003918275 · Participants: 10Applegate & Company Cpas Profit Sharing PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Applegate & Company Cpas Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Applegate & Company Cpas Profit Sharing Plan side-by-side with 3 peers →

Applegate & Company Cpas Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Loan Simple 401(k) Profit Sharing Plan & Trust in CO ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Applegate & Company Cpas Profit Sharing Plan assets move in 2022? ▼
Applegate & Company Cpas Profit Sharing Plan pulled back noticeably - down 7.9% during 2022, from $4M to $4M. Reported net income was -$334K.
How have Applegate & Company, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applegate & Company, PC's sponsor-wide assets grew 43.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Applegate & Company Cpas Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loan Simple 401(k) Profit Sharing Plan & Trust in CO ($4M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Applegate & Company Cpas Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 464405607.

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.