401(k) · DOL Form 5500 · 2023
Applied Data Consultants, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $51,490
- Avg per participant Low balance/head
Official DOL plan name: Applied Data Consultants 401(k) Plan · Sponsored by Applied Data Consultants, Inc. · Wisconsin · Professional & Technical Services
$3M in assets, 55 participants
Applied Data Consultants, Inc.'s Applied Data Consultants 401(k) Plan reported $3M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,419 in Professional & Technical Services (20,321 peers)
Applied Data Consultants, Inc. multi-year trail
Applied Data Consultants, Inc.'s plans moved -12.2% in assets from 2022 to 2023; this filing shows Applied Data Consultants 401(k) Plan at $3M / 55 participants.
- #6,419
- in Professional & Technical Services (20,321 peers)
- -12.2%
- assets change YoY
The plan reported a net loss of $393K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Applied Data Consultants 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Applied Data Consultants 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,831,974 35th percentile higher than 35% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Applied Data Consultants 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applied Data Consultants 401(k) Plan is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Applied Data Consultants 401(k) Plan reported net income fell from -$345K in the plan year 2022 filing to -$393K in the plan year 2023 filing.
- Applied Data Consultants 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Applied Data Consultants 401(k) Plan reported participants rose from 50 in the plan year 2022 filing to 55 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 470802785 · Applied Data Consultants, Inc. PY 2023 · 401(k)
Applied Data Consultants 401(k) Plan · $3M · 55 · 35th
- RANK $3M
- PHOTO 55
- IND 35th
- EOY 401(k)
- 5500 near Platinum Driveline, Inc. Retirement Plan
- ASSETS ind #6419
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 Wisconsin →
Applied Data Consultants 401(k) Plan in the asset neighbourhood
Applied Data Consultants, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Applied Data Consultants, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 12.198096801866924% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $3M |
| 2023 | 2 | 55 | $3M |
Applied Data Consultants, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$393K |
| Employer EIN | 470802785 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Applied Data Consultants 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Platinum Driveline, Inc. Retirement Plan in MO ($3M); by covered participants it is Verico Technology LLC 401(k) Plan in NH (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Platinum Driveline, Inc. Retirement Plan (MO) $3M · 12
- Rod and Tubing Services 401(k) Plan (TX) $3M · 176
- Oswego Lake Country Club 401(k) Plan (OR) $3M · 46
- The Severn Group 401(k) Plan (MD) $3M · 63
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.