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
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
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.
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
Ohio filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 310846401 |
| Plan Effective Date | 1974-12-11 |
| Filing Status | FILING 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
| 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.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.
- Exedy America 401(k) Plan (TN) 197 · 0 off
- Haven Steel Products Retirement Plan (KS) 197 · 0 off
- Union Bank 401(k) Plan (VT) 197 · 0 off
- Advanced Photographic Solutions Retirement Savings Plan (TN) 197 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.