401(k) · DOL Form 5500 · 2022

Applied Engineering Management Corporation 401(k) Plan

Data updated 2026-08-11

$80M
Total assets
276
Participants
91st
Percentile by assets
$288,466
Avg per participant
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Official DOL plan name: Aem Retirement Plan · Sponsored by Applied Engineering Management Corporation · California · Professional & Technical Services

$80M in assets, 276 participants

Applied Engineering Management Corporation's Aem Retirement Plan reported $80M in total assets and 276 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #19,971 in Professional & Technical Services (21,562 peers)

Coverage in California

Aem Retirement Plan covers 276 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $80M.

$80M
total plan assets (2022 EOY)
276
covered participants
91st
percentile by assets (of 139,126 plans)
$288,466
avg assets per participant

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Aem Retirement Plan sits by total assets

Aem Retirement Plan vs every filed plan by assets

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

$79,616,657 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Aem Retirement Plan reports 276 participants - about 44% of that state average ($80M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$80M
Net Income-$15M
Employer EIN770113181
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Engineering Management Corporation)

$60M$80M$100M$120M$140M 202220232024 $79.6M $118M ▲ +47.7%
Total plan assets by year, all Applied Engineering Management Corporation plans on file
Year Plans Participants Total Assets
2022 1 276 $80M
2023 1 292 $99M
2024 1 314 $118M

Nearby 401(k) Plans in California

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

Aem Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aem Retirement Plan, Total assets ($B): 0.079616657 · Participants: 276Aem Retirement PlanWells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
Aem Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Aem Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Aem Retirement Plan assets move in 2022?
Aem Retirement Plan declined sharply - down 15.9% during 2022, from $95M to $80M. Reported net income was -$15M.
How have Applied Engineering Management Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Applied Engineering Management Corporation's sponsor-wide assets grew 47.7%, from $80M to $118M.
Where does Aem Retirement Plan rank by assets among Form 5500 filers?
Aem Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Aem Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Tauck, Inc. 401(k) Profit Sharing Plan in CT ($80M, 360 participants).

Filing takeaways

Ways to act on Aem Retirement Plan's numbers.