401(k) · DOL Form 5500 · 2023

Applied Felts, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
163
Participants Small participant base
51st
Percentile by assets National rank
$43,772
Avg per participant Low balance/head
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Official DOL plan name: Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust · Sponsored by Applied Felts, Inc. · Virginia · Manufacturing

$7M in assets, 163 participants

Applied Felts, Inc.'s Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,696 in Manufacturing (18,722 peers)

Coverage in Virginia

Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust covers 163 participants in Virginia, about 21% of the average Virginia filer (state average ~782 per filing). Assets: $7M.

#6,696
in Manufacturing (18,722 peers)
+27.1%
assets growth YoY

Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,134,775 Top 49% higher than 51% 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 Felts, Inc., 401(k) Profit Sharing Plan and Trust 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. Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust reported participants fell from 176 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 980162690 · Applied Felts, Inc. PY 2023 · 401(k)

Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust · $7M · 163 · 51st

  • BOY $7M
  • SCH 163
  • EBSA 51st
  • PART 401(k)
  • TYPE near Equity Settlement Services Inc 401(k) Plan
  • NET ind #6696

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 Manufacturing retirement plans → · Plans in Virginia →

Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Applied Felts, Inc., 401(k) Profit Sharing Plan and TrustApplied Felts, Inc., 401(k) …$7MEquity Settlement Services Inc 401(k) PlanEquity Settlement Services I…$7MSafe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management CorporationSafe-Harbor 401(k) Profit-Sh…$7MParallel Ag. 401(k) Plan$7MSulphur River Energy LLC 401(k) PlanSulphur River Energy LLC 401…$7M
End-of-year total assets ($M) among Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN980162690
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Felts, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.61M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 176 $6M
2023 1 163 $7M
2024 2 352 N/A

Nearby 401(k) Plans in Virginia

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

Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.007134775 · Participants: 163Applied Felts, Inc., 401(k) Profit Sharing Plan and TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Equity Settlement Services Inc 401(k) Plan in NY ($7M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Felts, Inc., 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust grew sharply - up 27.1% during 2023, from $6M to $7M. Reported net income was $2M.
Which 401(k) plans are similar in size to Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Equity Settlement Services Inc 401(k) Plan in NY ($7M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Applied Felts, Inc., 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 980162690.

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.