401(k) · DOL Form 5500 · 2023

Applied Custom Equipment LLC 401(k) Plan

Data updated 2026-08-25

$458K
Total assets Small plan by assets: 2
Participants Small participant base: 17th
Percentile by assets National rank: $229,005
Avg per participant Above avg balance/head

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Official DOL plan name: Applied Custom Equipment LLC · Sponsored by Applied Custom Equipment LLC · Texas · Professional & Technical Services

$458K in assets, 2 participants

Applied Custom Equipment LLC's Applied Custom Equipment LLC reported $458K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

#2,624 in Professional & Technical Services (20,321 peers)

Applied Custom Equipment LLC multi-year trail

Applied Custom Equipment LLC's plans moved +49.8% in assets from 2022 to 2024; this filing shows Applied Custom Equipment LLC at $458K / 2 participants.

#2,624
in Professional & Technical Services (20,321 peers): +27.5%
assets growth YoY

Applied Custom Equipment LLC among the smaller filed plans by assets

Applied Custom Equipment LLC vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$458,009 17th percentile higher than 17% 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 Custom Equipment LLC among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applied Custom Equipment LLC is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Applied Custom Equipment LLC reported net income rose from -$4K in the plan year 2022 filing to $99K in the plan year 2023 filing.
Applied Custom Equipment LLC end-of-year assets rose from $359K in the plan year 2022 filing to $458K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 461331726 · Applied Custom Equipment LLC PY 2023 · 401(k)

Applied Custom Equipment LLC · $458K · 2 · 17th

NET $458K
BOOK 2
VS-ST 17th
BOY 401(k)
SCH near Home Star Care, Inc. 401(k) Plan
EBSA ind #2624

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 Texas →

End-of-year total assets ($M) among Applied Custom Equipment LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Applied Custom Equipment LLC multi-year asset trail

Latest sponsor-wide plan assets: $538K 49.839091339327965% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$359K
2023	1	2	$458K
2024	1	2	$538K

Applied Custom Equipment LLC filing trail (2023)

Total Assets (Beginning of Year)	$359K
Net Assets (End of Year)	$458K
Net Income	$99K
Employer EIN	461331726
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Applied Custom Equipment LLC vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Applied Custom Equipment LLC side-by-side with 3 peers →

Applied Custom Equipment LLC's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Home Star Care, Inc. 401(k) Plan in SC ($458K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($458K here).

Home Star Care, Inc. 401(k) Plan (SC) $458K · 37
Divine Dental Works 401(k) (OK) $458K · 6
Northern Michigan Business Services, Inc. 401(k) Profit Sharing Plan (MI) $458K · 7
Katherine Bao-Shian Lee, M.D. Apc 401(k) Plan (CA) $458K · 10

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Applied Custom Equipment LLC assets move in 2023? ▼

Applied Custom Equipment LLC grew sharply - up 27.5% during 2023, from $359K to $458K. Reported net income was $99K.

How have Applied Custom Equipment LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Applied Custom Equipment LLC's sponsor-wide assets grew 49.8%, from $359K to $538K.

Where does Applied Custom Equipment LLC rank by assets among Form 5500 filers? ▼

Applied Custom Equipment LLC ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Applied Custom Equipment LLC? ▼

Among 401(k) plans in other states, the closest by assets is Home Star Care, Inc. 401(k) Plan in SC ($458K, 37 participants).

Which 401(k) plans cover a similar participant headcount to Applied Custom Equipment LLC? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461331726.