401(k) · DOL Form 5500 · 2022

Apogee Electronics Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
46th
Percentile by assets National rank
$280,714
Avg per participant High balance/head
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Official DOL plan name: Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust · Sponsored by Apogee Electronics Corporation · California · Wholesale Trade

$4M in assets, 14 participants

Apogee Electronics Corporation's Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust reported $4M in total assets and 14 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.

  • #2,265 in Wholesale Trade (6,843 peers)

Apogee Electronics Corporation multi-year trail

Apogee Electronics Corporation's plans moved -28.7% in assets from 2022 to 2024; this filing shows Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust at $4M / 14 participants.

#2,265
in Wholesale Trade (6,843 peers)
-25.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust vs every filed plan by assets

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

$3,929,989 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

Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust is a small filing (14 participants) on this national headcount ladder.

DOL schedule card

Filing strip 954020551 · Apogee Electronics Corporation PY 2022 · 401(k)

Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust · $4M · 14 · 46th

  • 5500 $4M
  • ASSETS 14
  • PCT 46th
  • EIN 401(k)
  • RANK near Columbus House, Inc. 401(k) Savings Plan
  • PHOTO ind #2265

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 Wholesale Trade retirement plans → · Plans in California →

Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust in the asset neighbourhood

Apogee Electronics Corporation 401(k) Salary Reduction Plan and TrustApogee Electronics Corporati…$4MColumbus House, Inc. 401(k) Savings PlanColumbus House, Inc. 401(k) …$4MSunshine Retirement Living LLC 401(k) PlanSunshine Retirement Living L…$4MZapata Bancshares, Inc. Employee Stock Ownership PlanZapata Bancshares, Inc. Empl…$4MMcgill Restoration Inc. 401(k) Profit Sharing Plan and TrustMcgill Restoration Inc. 401(…$4M
End-of-year total assets ($M) among Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Apogee Electronics Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Apogee Electronics Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.65560183501786% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.93M $2.8M ▼ -28.8%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 22 $3M
2024 1 18 $3M

Apogee Electronics Corporation filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN954020551
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust, Total assets ($B): 0.003929989 · Participants: 14Apogee Electronics Corporation 401(k) Salary Reduction Plan and TrustWells 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
Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust side-by-side with 3 peers →

Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Columbus House, Inc. 401(k) Savings Plan in CT ($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.

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 Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust assets move in 2022? ▼
Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust declined sharply - down 25.5% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Apogee Electronics Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apogee Electronics Corporation's sponsor-wide assets declined 28.7%, from $4M to $3M.
Which 401(k) plans are similar in size to Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Columbus House, Inc. 401(k) Savings Plan in CT ($4M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Apogee Electronics Corporation 401(k) Salary Reduction Plan and Trust? ▼
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 954020551.

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.