401(k) · DOL Form 5500 · 2022

Applewood Controls, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
45th
Percentile by assets National rank
$269,620
Avg per participant High balance/head
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Official DOL plan name: Applewood Controls, Inc. 401(k) Profit Sharing Plan · Sponsored by Applewood Controls, Inc. · Massachusetts · Professional & Technical Services

$4M in assets, 14 participants

Applewood Controls, Inc.'s Applewood Controls, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #9,125 in Professional & Technical Services (21,562 peers)

Applewood Controls, Inc. multi-year trail

Applewood Controls, Inc.'s plans moved +43.1% in assets from 2022 to 2024; this filing shows Applewood Controls, Inc. 401(k) Profit Sharing Plan at $4M / 14 participants.

#9,125
in Professional & Technical Services (21,562 peers)
-2.8%
assets change YoY

The plan reported a net loss of $107K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Applewood Controls, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Applewood Controls, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,774,676 45th percentile higher than 45% 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

Applewood Controls, Inc. 401(k) Profit Sharing 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. Applewood Controls, Inc. 401(k) Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 020371535 · Applewood Controls, Inc. PY 2022 · 401(k)

Applewood Controls, Inc. 401(k) Profit Sharing Plan · $4M · 14 · 45th

  • EIN $4M
  • RANK 14
  • PHOTO 45th
  • IND 401(k)
  • EOY near Cyma Systems, Inc. 401(k) Plan
  • 5500 ind #9125

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 Massachusetts →

Applewood Controls, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Applewood Controls, Inc. 401(k) Profit Sharing PlanApplewood Controls, Inc. 401…$4MCyma Systems, Inc. 401(k) PlanCyma Systems, Inc. 401(k) Pl…$4MStuart Dean Co., Inc. Retirement Savings PlanStuart Dean Co., Inc. Retire…$4MPrecision Tool, Die and Machine Co., Retirement Savings PlanPrecision Tool, Die and Mach…$4MProvi 401(k) Plan$4M
End-of-year total assets ($M) among Applewood Controls, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Applewood Controls, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Applewood Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 43.08430710344411% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.77M $5.4M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 17 $5M
2024 1 21 $5M

Applewood Controls, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$107K
Employer EIN020371535
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Applewood Controls, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Applewood Controls, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003774676 · Participants: 14Applewood Controls, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Applewood Controls, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Applewood Controls, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Applewood Controls, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cyma Systems, Inc. 401(k) Plan in AZ ($4M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 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 (14 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 Applewood Controls, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Applewood Controls, Inc. 401(k) Profit Sharing Plan edged down modestly - down 2.8% during 2022, from $4M to $4M. Reported net income was -$107K.
How have Applewood Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applewood Controls, Inc.'s sponsor-wide assets grew 43.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Applewood Controls, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cyma Systems, Inc. 401(k) Plan in AZ ($4M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Applewood Controls, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 020371535.

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.