401(k) · DOL Form 5500 · 2023

Applied Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
94
Participants Small participant base
70th
Percentile by assets National rank
$188,924
Avg per participant Above avg balance/head
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Official DOL plan name: Applied Engineering, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Applied Engineering, Inc. · North Dakota · Professional & Technical Services

$18M in assets, 94 participants

Applied Engineering, Inc.'s Applied Engineering, Inc. Employee Stock Ownership Plan and Trust reported $18M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,202 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust holds $18M for 94 participants - about $188,924 per participant, above the median plan by assets.

#14,202
in Professional & Technical Services (20,321 peers)
+2.7%
assets growth YoY

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$17,758,863 Top 30% higher than 70% 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 Engineering, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applied Engineering, Inc. Employee Stock Ownership Plan and Trust is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Applied Engineering, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $761K in the plan year 2023 filing.
  • Applied Engineering, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 170 in the plan year 2022 filing to 94 in the plan year 2023 filing.
  • Applied Engineering, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 450396816 · Applied Engineering, Inc. PY 2023 · 401(k)

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust · $18M · 94 · 70th

  • RANK $18M
  • RANK 94
  • RANK 70th
  • RANK 401(k)
  • RANK near B. R. Kreider & Son, Inc., 401(k) Retirement Trust
  • RANK ind #14202

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 Professional & Technical Services retirement plans → · Plans in North Dakota →

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Applied Engineering, Inc. Employee Stock Ownership Plan and TrustApplied Engineering, Inc. Em…$18MB. R. Kreider & Son, Inc., 401(k) Retirement TrustB. R. Kreider & Son, Inc., 4…$18MPremier Custom-Built, Inc. 401(k) Profit Sharing PlanPremier Custom-Built, Inc. 4…$18MGeorgia Aquarium, Inc. 401(k) PlanGeorgia Aquarium, Inc. 401(k…$18MThe Lodgeworks 401(k) Plan$18M
End-of-year total assets ($M) among Applied Engineering, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$761K
Employer EIN450396816
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Engineering, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$19M 8.473949546596806% vs 2022
2024 filing year
$17M$17.5M$18M$18.5M$19M 202220232024 $17.3M $18.8M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 170 $17M
2023 1 94 $18M
2024 1 118 $19M

Nearby 401(k) Plans in North Dakota

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

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Applied Engineering, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.017758863 · Participants: 94Applied Engineering, Inc. Employee Stock Ownership Plan and TrustSanford Retirement Savings Plan, Total assets ($B): 3.110361496 · Participants: 30495Sanford Retirement Savings PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.829880488 · Participants: 8551Mdu Resources Group, Inc. 401(k) Retirement PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.7412361 · Participants: 5269Knife River Corporation 401(k) Retirement PlanDakotas Areawide IBEW-NECA Savings and Retirement Plan, Total assets ($B): 0.521170291 · Participants: 3853Dakotas Areawide IBEW-NECA Savings and Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.512524705 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing Plan
Applied Engineering, Inc. Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Applied Engineering, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Applied Engineering, Inc. Employee Stock Ownership Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is B. R. Kreider & Son, Inc., 401(k) Retirement Trust in PA ($18M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Engineering, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Applied Engineering, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 2.7% during 2023, from $17M to $18M. Reported net income was $761K.
How have Applied Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Engineering, Inc.'s sponsor-wide assets grew 8.5%, from $17M to $19M.
Which 401(k) plans are similar in size to Applied Engineering, Inc. Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is B. R. Kreider & Son, Inc., 401(k) Retirement Trust in PA ($18M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Applied Engineering, Inc. Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 450396816.

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.