401(k) · DOL Form 5500 · 2022

Aep Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
711
Participants Below avg headcount
82nd
Percentile by assets National rank
$39,475
Avg per participant Low balance/head
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Official DOL plan name: Arrowhead Engineered Products 401(k) Plan · Sponsored by Aep Holdings, Inc. · Minnesota · Wholesale Trade

$28M in assets, 711 participants

Aep Holdings, Inc.'s Arrowhead Engineered Products 401(k) Plan reported $28M in total assets and 711 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,571 in Wholesale Trade (6,843 peers)

Where Arrowhead Engineered Products 401(k) Plan sits by assets

Arrowhead Engineered Products 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 711 participants (~$39,475/participant), down 9.0% in 2022.

#5,571
in Wholesale Trade (6,843 peers)
-9.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Arrowhead Engineered Products 401(k) Plan's outsized position by total assets

Arrowhead Engineered Products 401(k) Plan vs every filed plan by assets

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

$28,066,721 Top 18% higher than 82% 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

Arrowhead Engineered Products 401(k) 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. Arrowhead Engineered Products 401(k) Plan sits mid-pack in the medium band (711 participants).

DOL schedule card

Filing strip 800762958 · Aep Holdings, Inc. PY 2022 · 401(k)

Arrowhead Engineered Products 401(k) Plan · $28M · 711 · 82nd

  • EBSA $28M
  • PART 711
  • TYPE 82nd
  • NET 401(k)
  • BOOK near Jones Edmunds & Associates, Inc. 401(k) Plan
  • VS-ST ind #5571

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 Minnesota →

Arrowhead Engineered Products 401(k) Plan in the asset neighbourhood

Arrowhead Engineered Products 401(k) PlanArrowhead Engineered Product…$28MJones Edmunds & Associates, Inc. 401(k) PlanJones Edmunds & Associates, …$28MPlanes Moving & Storage, Inc. 401(k) Tax Deferred Savings PlanPlanes Moving & Storage, Inc…$28MIn-Place Machining Company 401(k) PlanIn-Place Machining Company 4…$28MFrost and Sullivan 401(k) PlanFrost and Sullivan 401(k) Pl…$28M
End-of-year total assets ($M) among Arrowhead Engineered Products 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$28M
Net Income-$7M
Employer EIN800762958
Plan Effective Date2011-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Aep Holdings, Inc.)

Sponsor-wide plan assets over time

All Aep Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 89.54927438798425% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $28.1M $53.2M ▲ +89.5%
Year Plans Participants Total Assets
2022 1 711 $28M
2023 1 1,118 $48M
2024 1 1,406 $53M

Nearby 401(k) Plans in Minnesota

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

Arrowhead Engineered Products 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Arrowhead Engineered Products 401(k) Plan, Total assets ($B): 0.028066721 · Participants: 711Arrowhead Engineered Products 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Arrowhead Engineered Products 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Arrowhead Engineered Products 401(k) Plan side-by-side with 3 peers →

Arrowhead Engineered Products 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Jones Edmunds & Associates, Inc. 401(k) Plan in FL ($28M); by covered participants it is Itc Savings & Investment Plan in MI (711 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (711 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 Arrowhead Engineered Products 401(k) Plan assets move in 2022? ▼
Arrowhead Engineered Products 401(k) Plan pulled back noticeably - down 9.0% during 2022, from $31M to $28M. Reported net income was -$7M.
How have Aep Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aep Holdings, Inc.'s sponsor-wide assets grew 89.5%, from $28M to $53M.
Where does Arrowhead Engineered Products 401(k) Plan rank by assets among Form 5500 filers? ▼
Arrowhead Engineered Products 401(k) Plan ranks in the 82nd 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 Arrowhead Engineered Products 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jones Edmunds & Associates, Inc. 401(k) Plan in FL ($28M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Arrowhead Engineered Products 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Itc Savings & Investment Plan in MI (711 participants, $249M 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 800762958.

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.