401(k) · DOL Form 5500 · 2023

Apogee Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$462M
Total assets Above avg plan size
3,957
Participants Above avg headcount
97th
Percentile by assets National rank
$116,660
Avg per participant Below avg balance/head
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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.

  • #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.

#17,894
in Manufacturing (18,722 peers)
+13.3%
assets growth YoY
4.6×
vs typical plan assets (national mean)

Apogee Enterprises, Inc. 401(k) Retirement Plan's outsized position by total assets

Apogee Enterprises, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$461,622,193 Top 3% higher than 97% of 127,068 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 2023

Apogee Enterprises, Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apogee Enterprises, Inc. 401(k) Retirement Plan lands in the large band (3,957 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 410919654 · Apogee Enterprises, Inc. PY 2023 · 401(k)

Apogee Enterprises, Inc. 401(k) Retirement Plan · $462M · 3,957 · 97th

  • VS-ST $462M
  • VS-ST 3,957
  • VS-ST 97th
  • VS-ST 401(k)
  • VS-ST near Prevea Clinic, Inc. 401(k) and Retirement Plan
  • VS-ST ind #17894

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 Minnesota →

Apogee Enterprises, Inc. 401(k) Retirement Plan in the asset neighbourhood

Symetra Financial Retirement Savings PlanSymetra Financial Retirement…$462MPrevea Clinic, Inc. 401(k) and Retirement PlanPrevea Clinic, Inc. 401(k) a…$462MWestfield Employee Retirement Savings PlanWestfield Employee Retiremen…$462MApogee Enterprises, Inc. 401(k) Retirement PlanApogee Enterprises, Inc. 401…$462MJeld-Wen 401(k) Retirement Savings PlanJeld-Wen 401(k) Retirement S…$462M
End-of-year total assets ($M) among Apogee Enterprises, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$407M
Net Assets (End of Year)$462M
Net Income$54M
Employer EIN410919654
Plan Effective Date1983-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apogee Enterprises, Inc.)

Sponsor-wide plan assets over time

All Apogee Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$497M 22.023565350929232% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $407M $497M ▲ +22.0%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Apogee Enterprises, Inc. 401(k) Retirement Plan, Total assets ($B): 0.461622193 · Participants: 3957Apogee Enterprises, Inc. 401(k) Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Apogee Enterprises, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Apogee Enterprises, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Apogee Enterprises, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Prevea Clinic, Inc. 401(k) and Retirement Plan in WI ($462M); by covered participants it is Chuy's Opco, Inc. 401(k) Plan in TX (3,958 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($462M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,957 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.

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).
Which 401(k) plans cover a similar participant headcount to Apogee Enterprises, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chuy's Opco, Inc. 401(k) Plan in TX (3,958 participants, $16M 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 410919654.

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.