401(k) · DOL Form 5500 · 2022

Advanced Energy Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$197M
Total assets Near avg plan size
981
Participants Near avg headcount
96th
Percentile by assets National rank
$201,103
Avg per participant Above avg balance/head
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Official DOL plan name: Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan · Sponsored by Advanced Energy Industries, Inc. · Colorado · Manufacturing

$197M in assets, 981 participants

Advanced Energy Industries, Inc.'s Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan reported $197M in total assets and 981 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,164 in Manufacturing (20,602 peers)

Coverage in Colorado

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan covers 981 participants in Colorado, 2.6x the typical Colorado plan (state average ~376 per filing). Assets: $197M.

#19,164
in Manufacturing (20,602 peers)
-15.2%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$197,282,337 Top 4% higher than 96% 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

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan 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. Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (981 participants).

Form 5500 schedule snapshot

Filing strip 840846841 · Advanced Energy Industries, Inc. PY 2022 · 401(k)

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan · $197M · 981 · 96th

  • ASSETS $197M
  • PCT 981
  • EIN 96th
  • RANK 401(k)
  • PHOTO near Centier Bank Associates' Stock Ownership and 401(k) Plan
  • IND ind #19164

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 Manufacturing retirement plans → · Plans in Colorado →

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Misa Consolidated 401(k) Plan$197MGatx Corporation Salaried Employees Retirement Savings PlanGatx Corporation Salaried Em…$197MAdvanced Energy Industries, Inc. 401(k) Profit Sharing PlanAdvanced Energy Industries, …$197MCentier Bank Associates' Stock Ownership and 401(k) PlanCentier Bank Associates' Sto…$197MKalitta Companies 401(k) Savings PlanKalitta Companies 401(k) Sav…$197M
End-of-year total assets ($M) among Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$233M
Net Assets (End of Year)$197M
Net Income-$43M
Employer EIN840846841
Plan Effective Date1984-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Energy Industries, Inc.)

Sponsor-wide plan assets over time

All Advanced Energy Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$260M 31.600108731477565% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $197M $260M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 981 $197M
2023 1 1,204 $229M
2024 1 1,153 $260M

Nearby 401(k) Plans in Colorado

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

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0123 Total assets ($B) Participants Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.197282337 · Participants: 981Advanced Energy Industries, Inc. 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Centier Bank Associates' Stock Ownership and 401(k) Plan in IN ($197M); by covered participants it is Amcon, Cemstone and Tcc Employee Savings Plan in MN (981 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (981 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 Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan declined sharply - down 15.2% during 2022, from $233M to $197M. Reported net income was -$43M.
How have Advanced Energy Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Energy Industries, Inc.'s sponsor-wide assets grew 31.6%, from $197M to $260M.
Where does Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centier Bank Associates' Stock Ownership and 401(k) Plan in IN ($197M, 909 participants).
Which 401(k) plans cover a similar participant headcount to Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amcon, Cemstone and Tcc Employee Savings Plan in MN (981 participants, $103M 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 840846841.

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.