401(k) · DOL Form 5500 · 2023
Applied Control Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 213
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $145,405
- Avg per participant Above avg balance/head
Official DOL plan name: Applied Control Equipment 401(k) Plan · Sponsored by Applied Control Management, Inc. · Colorado · Wholesale Trade
$31M in assets, 213 participants
Applied Control Management, Inc.'s Applied Control Equipment 401(k) Plan reported $31M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #4,986 in Wholesale Trade (6,309 peers)
Where Applied Control Equipment 401(k) Plan sits by assets
Applied Control Equipment 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 213 participants (~$145,405/participant), up 11.4% in 2023.
- #4,986
- in Wholesale Trade (6,309 peers)
- +11.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Applied Control Equipment 401(k) Plan's outsized position by total assets
Applied Control Equipment 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,971,357 Top 20% higher than 80% 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 Control Equipment 401(k) 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 Control Equipment 401(k) Plan sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Applied Control Equipment 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Applied Control Equipment 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Applied Control Equipment 401(k) Plan reported participants rose from 204 in the plan year 2022 filing to 213 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 264313888 · Applied Control Management, Inc. PY 2023 · 401(k)
Applied Control Equipment 401(k) Plan · $31M · 213 · 80th
- ASSETS $31M
- PCT 213
- EIN 80th
- RANK 401(k)
- PHOTO near Aalberts Surface Technologies 401(k) Plan
- IND ind #4986
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 Wholesale Trade retirement plans → · Plans in Colorado →
Applied Control Equipment 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $3M |
| Employer EIN | 264313888 |
| Plan Effective Date | 1996-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Applied Control Management, Inc.)
Sponsor-wide plan assets over time
All Applied Control Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 26.06403663164941% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $28M |
| 2023 | 1 | 213 | $31M |
| 2024 | 1 | 217 | $35M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Applied Control Equipment 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Aalberts Surface Technologies 401(k) Plan in MI ($31M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Aalberts Surface Technologies 401(k) Plan (MI) $31M · 225
- The Horst Group Profit Sharing and Employee Savings Plan (PA) $31M · 389
- Amtech Systems, Inc. 401(k) Plan (AZ) $31M · 215
- Solidarity Center Retirement Plan (DC) $31M · 143
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Bnccorp, Inc. 401(k) Savings Plan (ND) 213 · 0 off
- Hyphen Solutions Retirement Plan (TX) 213 · 0 off
- Cherry Hill Company/Lrc 401(k) Plan (NE) 213 · 0 off
- J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan (CA) 213 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.