401(k) · DOL Form 5500 · 2022

Applied Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
170
Participants Small participant base
75th
Percentile by assets National rank
$101,733
Avg per participant Below avg balance/head
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Official DOL plan name: Applied Engineering, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Applied Engineering, Inc. · North Dakota · Professional & Technical Services

$17M in assets, 170 participants

Applied Engineering, Inc.'s Applied Engineering, Inc. Employee Stock Ownership Plan and Trust reported $17M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,150 in Professional & Technical Services (21,562 peers)

Coverage in North Dakota

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust covers 170 participants in North Dakota, about 34% of the average North Dakota filer (state average ~504 per filing). Assets: $17M.

#16,150
in Professional & Technical Services (21,562 peers)
-7.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$17,294,651 Top 25% higher than 75% 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 Engineering, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applied Engineering, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (170 participants).

Form 5500 schedule snapshot

Filing strip 450396816 · Applied Engineering, Inc. PY 2022 · 401(k)

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust · $17M · 170 · 75th

  • BOOK $17M
  • VS-ST 170
  • BOY 75th
  • SCH 401(k)
  • EBSA near Newage Industries, Inc. 401(k) Plan
  • PART ind #16150

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 North Dakota →

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Cambridge Seven Savings and Profit Sharing PlanCambridge Seven Savings and …$17MLt Corporation & Affiliates Savings PlanLt Corporation & Affiliates …$17MApplied Engineering, Inc. Employee Stock Ownership Plan and TrustApplied Engineering, Inc. Em…$17MNewage Industries, Inc. 401(k) PlanNewage Industries, Inc. 401(…$17MTunica-Biloxi Indians of Louisiana 401(k) Savings PlanTunica-Biloxi Indians of Lou…$17M
End-of-year total assets ($M) among Applied Engineering, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Dakota filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN450396816
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Engineering, Inc.)

Sponsor-wide plan assets over time

All Applied Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 8.473949546596806% vs 2022
2024 filing year
$17M$17.5M$18M$18.5M$19M 202220232024 $17.3M $18.8M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 170 $17M
2023 1 94 $18M
2024 1 118 $19M

Nearby 401(k) Plans in North Dakota

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

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Applied Engineering, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.017294651 · Participants: 170Applied Engineering, Inc. Employee Stock Ownership Plan and TrustSanford Retirement Savings Plan, Total assets ($B): 2.448470251 · Participants: 30145Sanford Retirement Savings PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 1.321268405 · Participants: 8525Mdu Resources Group, Inc. 401(k) Retirement PlanDakotas Areawide IBEW-NECA Savings and Retirement Plan, Total assets ($B): 0.446081759 · Participants: 3784Dakotas Areawide IBEW-NECA Savings and Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.410790544 · Participants: 2612Eide Bailly LLP 401(k) Profit Sharing PlanOffutt Companies 401(k) Savings Plan, Total assets ($B): 0.402778064 · Participants: 5088Offutt Companies 401(k) Savings Plan
Applied Engineering, Inc. Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Applied Engineering, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Newage Industries, Inc. 401(k) Plan in PA ($17M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Engineering, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Applied Engineering, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 7.3% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Applied Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Engineering, Inc.'s sponsor-wide assets grew 8.5%, from $17M to $19M.
Where does Applied Engineering, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Applied Engineering, Inc. Employee Stock Ownership Plan and Trust ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Applied Engineering, Inc. Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Newage Industries, Inc. 401(k) Plan in PA ($17M, 244 participants).
Which 401(k) plans cover a similar participant headcount to Applied Engineering, Inc. Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 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 450396816.

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.