401(k) · DOL Form 5500 · 2023

Applewood Plumbing & Heating Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
178
Participants Small participant base
64th
Percentile by assets National rank
$70,717
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Applewood Plumbing & Heating Company 401(k) Plan · Sponsored by Applewood Plumbing & Heating Company · Colorado · Construction

$13M in assets, 178 participants

Applewood Plumbing & Heating Company's Applewood Plumbing & Heating Company 401(k) Plan reported $13M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,602 in Construction (9,030 peers)

Coverage in Colorado

Applewood Plumbing & Heating Company 401(k) Plan covers 178 participants in Colorado, about 47% of the average Colorado filer (state average ~376 per filing). Assets: $13M.

#5,602
in Construction (9,030 peers)
+24.9%
assets growth YoY

Applewood Plumbing & Heating Company 401(k) Plan's mid-pack asset rank among Construction and all filers

Applewood Plumbing & Heating Company 401(k) Plan vs every filed plan by assets

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

$12,587,584 Top 36% higher than 64% 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

Applewood Plumbing & Heating Company 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. Applewood Plumbing & Heating Company 401(k) Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Applewood Plumbing & Heating Company 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Applewood Plumbing & Heating Company 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Applewood Plumbing & Heating Company 401(k) Plan reported participants rose from 174 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841330588 · Applewood Plumbing & Heating Company PY 2023 · 401(k)

Applewood Plumbing & Heating Company 401(k) Plan · $13M · 178 · 64th

  • TYPE $13M
  • TYPE 178
  • TYPE 64th
  • TYPE 401(k)
  • TYPE near Green Farms California LLC 401(k) Profit Sharing Plan & Trust
  • TYPE ind #5602

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 Construction retirement plans → · Plans in Colorado →

Applewood Plumbing & Heating Company 401(k) Plan in the asset neighbourhood

Applewood Plumbing & Heating Company 401(k) PlanApplewood Plumbing & Heating…$13MGreen Farms California LLC 401(k) Profit Sharing Plan & TrustGreen Farms California LLC 4…$13MSarracco Mechanical Services, Inc, Profit Sharing 401(k) PlanSarracco Mechanical Services…$13MEnvision Credit Union 401(k) Plan and TrustEnvision Credit Union 401(k)…$13MBp3 Global Inc. 401(k) Psp & TrustBp3 Global Inc. 401(k) Psp &…$13M
End-of-year total assets ($M) among Applewood Plumbing & Heating Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN841330588
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applewood Plumbing & Heating Company)

Sponsor-wide plan assets over time

All Applewood Plumbing & Heating Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 29.574310401427766% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.1M $13.1M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 174 $10M
2023 1 178 $13M
2024 1 189 $13M

Nearby 401(k) Plans in Colorado

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

Applewood Plumbing & Heating Company 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Applewood Plumbing & Heating Company 401(k) Plan, Total assets ($B): 0.012587584 · Participants: 178Applewood Plumbing & Heating Company 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Applewood Plumbing & Heating Company 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Applewood Plumbing & Heating Company 401(k) Plan side-by-side with 3 peers →

Applewood Plumbing & Heating Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Green Farms California LLC 401(k) Profit Sharing Plan & Trust in CA ($13M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Applewood Plumbing & Heating Company 401(k) Plan assets move in 2023? ▼
Applewood Plumbing & Heating Company 401(k) Plan grew sharply - up 24.9% during 2023, from $10M to $13M. Reported net income was $3M.
How have Applewood Plumbing & Heating Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applewood Plumbing & Heating Company's sponsor-wide assets grew 29.6%, from $10M to $13M.
Which 401(k) plans are similar in size to Applewood Plumbing & Heating Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Green Farms California LLC 401(k) Profit Sharing Plan & Trust in CA ($13M, 543 participants).
Which 401(k) plans cover a similar participant headcount to Applewood Plumbing & Heating Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 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 841330588.

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.