401(k) · DOL Form 5500 · 2023

Applied Concepts, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
196
Participants Below avg headcount
62nd
Percentile by assets National rank
$60,647
Avg per participant Low balance/head
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Official DOL plan name: Applied Concepts, Inc. 401(k) Retirement Plan · Sponsored by Applied Concepts, Inc. · Texas · Manufacturing

$12M in assets, 196 participants

Applied Concepts, Inc.'s Applied Concepts, Inc. 401(k) Retirement Plan reported $12M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,259 in Manufacturing (18,722 peers)

Coverage in Texas

Applied Concepts, Inc. 401(k) Retirement Plan covers 196 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#9,259
in Manufacturing (18,722 peers)
+27.6%
assets growth YoY

Applied Concepts, Inc. 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Applied Concepts, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$11,886,865 Top 38% higher than 62% 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

Applied Concepts, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applied Concepts, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Applied Concepts, Inc. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Applied Concepts, Inc. 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Applied Concepts, Inc. 401(k) Retirement Plan reported participants rose from 189 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 751544925 · Applied Concepts, Inc. PY 2023 · 401(k)

Applied Concepts, Inc. 401(k) Retirement Plan · $12M · 196 · 62nd

  • BOOK $12M
  • VS-ST 196
  • BOY 62nd
  • SCH 401(k)
  • EBSA near Campbell Taylor Washburn 401(k) Profit Sharing Plan
  • PART ind #9259

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 Texas →

Applied Concepts, Inc. 401(k) Retirement Plan in the asset neighbourhood

Applied Concepts, Inc. 401(k) Retirement PlanApplied Concepts, Inc. 401(k…$12MCampbell Taylor Washburn 401(k) Profit Sharing PlanCampbell Taylor Washburn 401…$12MBarclay Water Management, Inc. 401(k) PlanBarclay Water Management, In…$12MSpinal Group, Inc. 401(k) PlanSpinal Group, Inc. 401(k) Pl…$12MHarrison Inn Sixty-Six, Inc. Safe Harbor PlanHarrison Inn Sixty-Six, Inc.…$12M
End-of-year total assets ($M) among Applied Concepts, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN751544925
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Concepts, Inc.)

Sponsor-wide plan assets over time

All Applied Concepts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 44.13092582294299% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.31M $13.4M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 189 $9M
2023 1 196 $12M
2024 1 202 $13M

Nearby 401(k) Plans in Texas

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

Applied Concepts, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Applied Concepts, Inc. 401(k) Retirement Plan, Total assets ($B): 0.011886865 · Participants: 196Applied Concepts, Inc. 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Applied Concepts, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Applied Concepts, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Campbell Taylor Washburn 401(k) Profit Sharing Plan in CA ($12M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Applied Concepts, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Applied Concepts, Inc. 401(k) Retirement Plan grew sharply - up 27.6% during 2023, from $9M to $12M. Reported net income was $3M.
How have Applied Concepts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Concepts, Inc.'s sponsor-wide assets grew 44.1%, from $9M to $13M.
Which 401(k) plans are similar in size to Applied Concepts, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell Taylor Washburn 401(k) Profit Sharing Plan in CA ($12M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Applied Concepts, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 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 751544925.

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.