401(k) · DOL Form 5500 · 2023

Advanced Energy Industries, Inc. 401(k) Plan

Data updated 2026-08-11

$229M
Total assets: 1,204
Participants: 95th
Percentile by assets: $189,927
Avg per participant

Official DOL plan name: Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan · Sponsored by Advanced Energy Industries, Inc. · Colorado · Manufacturing

$229M in assets, 1,204 participants

Advanced Energy Industries, Inc.'s Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan reported $229M in total assets and 1,204 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#17,316 in Manufacturing (18,722 peers)

Coverage in Colorado

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan covers 1,204 participants in Colorado, 3.2x the typical Colorado plan (state average ~376 per filing). Assets: $229M.

$229M
total plan assets (2023 EOY): 1,204
covered participants: 95th
percentile by assets (of 127,072 plans): $189,927
avg assets per participant

Where Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan sits by total assets

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$228,672,514 Top 5% higher than 95% 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

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan reported net income rose from -$43M in the plan year 2022 filing to $31M in the plan year 2023 filing.
Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan reported participants rose from 981 in the plan year 2022 filing to 1,204 in the plan year 2023 filing.
Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $197M in the plan year 2022 filing to $229M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Colorado

Industry

Manufacturing

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan reports 1,204 participants - 3.2x that state average ($229M EOY assets).

Colorado filing particulars

Total Assets (Beginning of Year)	$197M
Net Assets (End of Year)	$229M
Net Income	$31M
Employer EIN	840846841
Plan Effective Date	1984-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Advanced Energy Industries, Inc.)

Total plan assets by year, all Advanced Energy Industries, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	981	$197M
2023	1	1,204	$229M
2024	1	1,153	$260M

Nearby 401(k) Plans in Colorado

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

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

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

Compare Advanced Energy Industries, Inc. 401(k) … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

True Value Company Savings & Compensation Deferral Plan (IL) $229M · 2,232
Fennemore Craig Retirement Plan for Directors and Staff (AZ) $229M · 419
Tsmc North America 401(k) Plan (CA) $229M · 567
Savings Plan for Senior Attorneys and Associates of Cravath, Swaine & Moore LLP (NY) $229M · 408

Frequently Asked Questions

How did Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.9% during 2023, from $197M to $229M. Reported net income was $31M.

How have Advanced Energy Industries, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Advanced Energy Industries, Inc.'s sponsor-wide assets grew 31.6%, from $197M to $260M.

Where does Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan ranks in the 95th 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 Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is True Value Company Savings & Compensation Deferral Plan in IL ($229M, 2,232 participants).

Next read for Advanced Energy Industries, Inc. 401(k) …

Filing takeaways

Ways to act on Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan's numbers.

By total assets, Advanced Energy Industries, Inc. 401(k) Profit Sharing 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 Colorado. Compare plans
Advanced Energy Industries, Inc.'s sponsor-wide assets have grown 31.6% 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 840846841.