401(k) · DOL Form 5500 · 2023

Applegate & Company, PC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
43rd
Percentile by assets National rank
$432,901
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Applegate & Company Cpas Profit Sharing Plan · Sponsored by Applegate & Company, PC · Indiana · Professional & Technical Services

$5M in assets, 11 participants

Applegate & Company, PC's Applegate & Company Cpas Profit Sharing Plan reported $5M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,352 in Professional & Technical Services (20,321 peers)

Applegate & Company, PC multi-year trail

Applegate & Company, PC's plans moved +43.1% in assets from 2022 to 2024; this filing shows Applegate & Company Cpas Profit Sharing Plan at $5M / 11 participants.

#8,352
in Professional & Technical Services (20,321 peers)
+21.5%
assets growth YoY

Applegate & Company Cpas Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Applegate & Company Cpas Profit Sharing Plan vs every filed plan by assets

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

$4,761,908 43rd percentile higher than 43% 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

Applegate & Company Cpas Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applegate & Company Cpas Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Applegate & Company Cpas Profit Sharing Plan reported net income rose from -$334K in the plan year 2022 filing to $844K in the plan year 2023 filing.
  • Applegate & Company Cpas Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Applegate & Company Cpas Profit Sharing Plan reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464405607 · Applegate & Company, PC PY 2023 · 401(k)

Applegate & Company Cpas Profit Sharing Plan · $5M · 11 · 43rd

  • VS-ST $5M
  • BOY 11
  • SCH 43rd
  • EBSA 401(k)
  • PART near Carbon Activated Corporation 401(k) Profit Sharing Plan and Trust
  • TYPE ind #8352

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 Indiana →

Applegate & Company Cpas Profit Sharing Plan in the asset neighbourhood

Applegate & Company Cpas Profit Sharing PlanApplegate & Company Cpas Pro…$5MCarbon Activated Corporation 401(k) Profit Sharing Plan and TrustCarbon Activated Corporation…$5MWorkramp, Inc. 401(k) Plan$5MHighlands Automotive Holdings, Inc. 401(k) PlanHighlands Automotive Holding…$5MUnited Factory Furniture Corporation 401(k) Profit Sharing TrustUnited Factory Furniture Cor…$5M
End-of-year total assets ($M) among Applegate & Company Cpas Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Applegate & Company, PC multi-year asset trail

Sponsor-wide plan assets over time

All Applegate & Company, PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.094499492761486% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.92M $5.61M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 11 $5M
2024 1 13 $6M

Applegate & Company, PC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$844K
Employer EIN464405607
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Applegate & Company Cpas Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Applegate & Company Cpas Profit Sharing Plan, Total assets ($B): 0.004761908 · Participants: 11Applegate & Company Cpas Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Applegate & Company Cpas Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Applegate & Company Cpas Profit Sharing Plan side-by-side with 3 peers →

Applegate & Company Cpas Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Carbon Activated Corporation 401(k) Profit Sharing Plan and Trust in CA ($5M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Applegate & Company Cpas Profit Sharing Plan assets move in 2023? ▼
Applegate & Company Cpas Profit Sharing Plan grew sharply - up 21.5% during 2023, from $4M to $5M. Reported net income was $844K.
How have Applegate & Company, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applegate & Company, PC's sponsor-wide assets grew 43.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Applegate & Company Cpas Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carbon Activated Corporation 401(k) Profit Sharing Plan and Trust in CA ($5M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Applegate & Company Cpas Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 464405607.

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.