401(k) · DOL Form 5500 · 2023

Apogee Enterprises, Inc. 401(k) Plan

Data updated 2026-08-11

$462M
Total assets: 3,957
Participants: 97th
Percentile by assets: $116,660
Avg per participant

Official DOL plan name: Apogee Enterprises, Inc. 401(k) Retirement Plan · Sponsored by Apogee Enterprises, Inc. · Minnesota · Manufacturing

$462M in assets, 3,957 participants

Apogee Enterprises, Inc.'s Apogee Enterprises, Inc. 401(k) Retirement Plan reported $462M in total assets and 3,957 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#17,894 in Manufacturing (18,722 peers)

Coverage in Minnesota

Apogee Enterprises, Inc. 401(k) Retirement Plan covers 3,957 participants in Minnesota, 3.5x the typical Minnesota plan (state average ~1,126 per filing). Assets: $462M.

$462M
total plan assets (2023 EOY): 3,957
covered participants: 97th
percentile by assets (of 127,072 plans): $116,660
avg assets per participant

Apogee Enterprises, Inc. 401(k) Retirement Plan reported net income rose from -$97M in the plan year 2022 filing to $54M in the plan year 2023 filing.
Apogee Enterprises, Inc. 401(k) Retirement Plan end-of-year assets rose from $407M in the plan year 2022 filing to $462M in the plan year 2023 filing.
Apogee Enterprises, Inc. 401(k) Retirement Plan reported participants fell from 4,079 in the plan year 2022 filing to 3,957 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Minnesota

Industry

Manufacturing

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Apogee Enterprises, Inc. 401(k) Retirement Plan reports 3,957 participants - 3.5x that state average ($462M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)	$407M
Net Assets (End of Year)	$462M
Net Income	$54M
Employer EIN	410919654
Plan Effective Date	1983-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Apogee Enterprises, Inc.)

Total plan assets by year, all Apogee Enterprises, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	4,079	$407M
2023	1	3,957	$462M
2024	1	3,828	$497M

Nearby 401(k) Plans in Minnesota

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

Apogee Enterprises, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
Target Corporation 401(k) Plan $13.0B · 432,617
Medtronic Savings and Investment Plan $12.9B · 44,342
3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
U.S. Bank 401(k) Savings Plan $10.3B · 75,272

Compare Apogee Enterprises, Inc. 401(k) Retireme… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Apogee Enterprises, Inc. 401(k) Retirement Plan by total assets, not by location.

Prevea Clinic, Inc. 401(k) and Retirement Plan (WI) $462M · 2,411
Westfield Employee Retirement Savings Plan (OH) $462M · 2,565
Symetra Financial Retirement Savings Plan (WA) $462M · 2,151
Jeld-Wen 401(k) Retirement Savings Plan (NC) $462M · 10,576

Frequently Asked Questions

How did Apogee Enterprises, Inc. 401(k) Retirement Plan assets move in 2023? ▼

Apogee Enterprises, Inc. 401(k) Retirement Plan grew at a solid clip - up 13.3% during 2023, from $407M to $462M. Reported net income was $54M.

How have Apogee Enterprises, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Apogee Enterprises, Inc.'s sponsor-wide assets grew 22.0%, from $407M to $497M.

Where does Apogee Enterprises, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

Apogee Enterprises, Inc. 401(k) Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Apogee Enterprises, Inc. 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Prevea Clinic, Inc. 401(k) and Retirement Plan in WI ($462M, 2,411 participants).

Next read for Apogee Enterprises, Inc. 401(k) Retireme…

Filing takeaways

Ways to act on Apogee Enterprises, Inc. 401(k) Retirement Plan's numbers.

By total assets, Apogee Enterprises, Inc. 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
Apogee Enterprises, Inc.'s sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Manufacturing plans

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 410919654.