401(k) · DOL Form 5500 · 2023

Applied Enterprise Management Corporation 401(k) Plan

Data updated 2026-08-11

$99M
Total assets
292
Participants
91st
Percentile by assets
$338,483
Avg per participant
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Official DOL plan name: Aem Retirement Plan · Sponsored by Applied Enterprise Management Corporation · California · Professional & Technical Services

$99M in assets, 292 participants

Applied Enterprise Management Corporation's Aem Retirement Plan reported $99M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #18,772 in Professional & Technical Services (20,321 peers)

Coverage in California

Aem Retirement Plan covers 292 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $99M.

$99M
total plan assets (2023 EOY)
292
covered participants
91st
percentile by assets (of 127,072 plans)
$338,483
avg assets per participant

Where Aem Retirement Plan sits by total assets

Aem Retirement Plan vs every filed plan by assets

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

$98,837,121 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aem Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Aem Retirement Plan end-of-year assets rose from $80M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Aem Retirement Plan reported participants rose from 276 in the plan year 2022 filing to 292 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Aem Retirement Plan reports 292 participants - about 46% of that state average ($99M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$99M
Net Income$19M
Employer EIN770113181
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Enterprise Management Corporation)

$60M$80M$100M$120M$140M 202220232024 $79.6M $118M ▲ +47.7%
Total plan assets by year, all Applied Enterprise Management Corporation plans on file
Year Plans Participants Total Assets
2022 1 276 $80M
2023 1 292 $99M
2024 1 314 $118M

Nearby 401(k) Plans in California

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

Aem Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aem Retirement Plan, Total assets ($B): 0.098837121 · Participants: 292Aem Retirement PlanWells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Aem Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aem Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Aem Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Aem Retirement Plan assets move in 2023? ▼
Aem Retirement Plan grew sharply - up 24.1% during 2023, from $80M to $99M. Reported net income was $19M.
How have Applied Enterprise Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Enterprise Management Corporation's sponsor-wide assets grew 47.7%, from $80M to $118M.
Where does Aem Retirement Plan rank by assets among Form 5500 filers? ▼
Aem Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Aem Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust in TX ($99M, 2,766 participants).

Next read for Aem Retirement Plan

Filing takeaways

Ways to act on Aem Retirement Plan's numbers.

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 770113181.

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.