401(k) · DOL Form 5500 · 2023

Applied Underwriters, Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
784
Participants Near avg headcount
89th
Percentile by assets National rank
$95,606
Avg per participant Below avg balance/head
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Official DOL plan name: Applied Underwriters, Inc. Retirement Savings Plan · Sponsored by Applied Underwriters, Inc. · Nebraska · Management of Enterprises

$75M in assets, 784 participants

Applied Underwriters, Inc.'s Applied Underwriters, Inc. Retirement Savings Plan reported $75M in total assets and 784 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #831 in Management of Enterprises (1,137 peers)

Where Applied Underwriters, Inc. Retirement Savings Plan sits by assets

Applied Underwriters, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $75M for 784 participants (~$95,606/participant), up 28.3% in 2023.

#831
in Management of Enterprises (1,137 peers)
+28.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Applied Underwriters, Inc. Retirement Savings Plan's outsized position by total assets

Applied Underwriters, Inc. Retirement Savings Plan vs every filed plan by assets

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

$74,955,052 Top 11% higher than 89% 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 Underwriters, Inc. Retirement Savings 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. Applied Underwriters, Inc. Retirement Savings Plan sits mid-pack in the medium band (784 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Applied Underwriters, Inc. Retirement Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Applied Underwriters, Inc. Retirement Savings Plan end-of-year assets rose from $58M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Applied Underwriters, Inc. Retirement Savings Plan reported participants rose from 643 in the plan year 2022 filing to 784 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943252393 · Applied Underwriters, Inc. PY 2023 · 401(k)

Applied Underwriters, Inc. Retirement Savings Plan · $75M · 784 · 89th

  • PCT $75M
  • EIN 784
  • RANK 89th
  • PHOTO 401(k)
  • IND near Nvrh 401(k) Retirement Plan
  • EOY ind #831

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 Management of Enterprises retirement plans → · Plans in Nebraska →

Applied Underwriters, Inc. Retirement Savings Plan in the asset neighbourhood

Hmc Group 401(k) Profit Sharing PlanHmc Group 401(k) Profit Shar…$75MCranbrook Educational Community Retirement Plan and TrustCranbrook Educational Commun…$75MApplied Underwriters, Inc. Retirement Savings PlanApplied Underwriters, Inc. R…$75MNvrh 401(k) Retirement Plan$75MCommunity Brands 401(k) Plan$75M
End-of-year total assets ($M) among Applied Underwriters, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$75M
Net Income$17M
Employer EIN943252393
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Underwriters, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$94M 60.926952171063576% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $58.4M $94M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 643 $58M
2023 1 784 $75M
2024 1 839 $94M

Nearby 401(k) Plans in Nebraska

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

Applied Underwriters, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Applied Underwriters, Inc. Retirement Savings Plan, Total assets ($B): 0.074955052 · Participants: 784Applied Underwriters, Inc. Retirement Savings PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Applied Underwriters, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Applied Underwriters, Inc. Retirement Savings Plan side-by-side with 3 peers →

Applied Underwriters, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Nvrh 401(k) Retirement Plan in VT ($75M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (784 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (784 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 Underwriters, Inc. Retirement Savings Plan assets move in 2023? ▼
Applied Underwriters, Inc. Retirement Savings Plan grew sharply - up 28.3% during 2023, from $58M to $75M. Reported net income was $17M.
How have Applied Underwriters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Underwriters, Inc.'s sponsor-wide assets grew 60.9%, from $58M to $94M.
Where does Applied Underwriters, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Applied Underwriters, Inc. Retirement Savings Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Applied Underwriters, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nvrh 401(k) Retirement Plan in VT ($75M, 731 participants).
Which 401(k) plans cover a similar participant headcount to Applied Underwriters, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (784 participants, $1M 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 943252393.

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.