401(k) · DOL Form 5500 · 2024

Applied Mechanical Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
197
Participants Below avg headcount
67th
Percentile by assets National rank
$87,872
Avg per participant Below avg balance/head
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Official DOL plan name: Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan · Sponsored by Applied Mechanical Systems, Inc. · Ohio · Construction

$17M in assets, 197 participants

Applied Mechanical Systems, Inc.'s Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan reported $17M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,972 in Construction (9,039 peers)

Coverage in Ohio

Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan covers 197 participants in Ohio, about 26% of the average Ohio filer (state average ~765 per filing). Assets: $17M.

#5,972
in Construction (9,039 peers)
+12.2%
assets growth YoY

Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,310,855 Top 33% higher than 67% of 123,620 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 2024

Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 310846401 · Applied Mechanical Systems, Inc. PY 2024 · 401(k)

Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan · $17M · 197 · 67th

  • BOY $17M
  • SCH 197
  • EBSA 67th
  • PART 401(k)
  • TYPE near Infrastructure Engineering Inc 401(k) Profit Sharing Plan and Trust
  • NET ind #5972

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 Ohio →

Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Applied Mechanical Systems, Inc. 401(k) Profit Sharing PlanApplied Mechanical Systems, …$17MInfrastructure Engineering Inc 401(k) Profit Sharing Plan and TrustInfrastructure Engineering I…$17MControl Solutions, Inc. 401(k) PlanControl Solutions, Inc. 401(…$17MRonnoco Coffee, LLC Retirement Savings PlanRonnoco Coffee, LLC Retireme…$17MGault Energy Retirement Plan$17M
End-of-year total assets ($M) among Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN310846401
Plan Effective Date1974-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Mechanical Systems, Inc.)

Sponsor-wide plan assets over time

All Applied Mechanical Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 248.84966537905183% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $15.1M $52.5M ▲ +248.9%
Year Plans Participants Total Assets
2022 1 203 $15M
2023 1 197 $18M
2024 3 611 $53M

Nearby 401(k) Plans in Ohio

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

Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017310855 · Participants: 197Applied Mechanical Systems, Inc. 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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

Outside Ohio, the nearest 401(k) by assets is Infrastructure Engineering Inc 401(k) Profit Sharing Plan and Trust in IL ($17M); by covered participants it is Exedy America 401(k) Plan in TN (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan assets move in 2024?
Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.2% during 2024, from $15M to $17M. Reported net income was $2M.
How have Applied Mechanical Systems, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Applied Mechanical Systems, Inc.'s sponsor-wide assets grew 248.8%, from $15M to $53M.
Which 401(k) plans are similar in size to Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Infrastructure Engineering Inc 401(k) Profit Sharing Plan and Trust in IL ($17M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Exedy America 401(k) Plan in TN (197 participants, $6M in assets).