401(k) · DOL Form 5500 · 2024
Applied Engineering, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $158,985
- Avg per participant Above avg balance/head
Official DOL plan name: Applied Engineering, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Applied Engineering, Inc. · North Dakota · Professional & Technical Services
$19M in assets, 118 participants
Applied Engineering, Inc.'s Applied Engineering, Inc. Employee Stock Ownership Plan and Trust reported $19M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #13,756 in Professional & Technical Services (20,173 peers)
Coverage in North Dakota
Applied Engineering, Inc. Employee Stock Ownership Plan and Trust covers 118 participants in North Dakota, about 23% of the average North Dakota filer (state average ~504 per filing). Assets: $19M.
- #13,756
- in Professional & Technical Services (20,173 peers)
- +5.6%
- assets growth YoY
Applied Engineering, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Applied Engineering, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,760,191 Top 31% higher than 69% 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 Engineering, Inc. Employee Stock Ownership Plan and Trust 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 Engineering, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Applied Engineering, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $761K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Applied Engineering, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 94 in the plan year 2023 filing to 118 in the plan year 2024 filing.
- Applied Engineering, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 450396816 · Applied Engineering, Inc. PY 2024 · 401(k)
Applied Engineering, Inc. Employee Stock Ownership Plan and Trust · $19M · 118 · 69th
- 5500 $19M
- ASSETS 118
- PCT 69th
- EIN 401(k)
- RANK near Amylyx Pharmaceuticals Retirement Plan
- PHOTO ind #13756
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 North Dakota →
Applied Engineering, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
North Dakota filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $1M |
| Employer EIN | 450396816 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Applied Engineering, Inc.)
Sponsor-wide plan assets over time
All Applied Engineering, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 8.473949546596806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $17M |
| 2023 | 1 | 94 | $18M |
| 2024 | 1 | 118 | $19M |
Nearby 401(k) Plans in North Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Sanford Retirement Savings Plan $3.6B · 31,958
- Knife River Corporation 401(k) Retirement Plan $856M · 5,327
- Mdu Resources Group, Inc. 401(k) Retirement Plan $776M · 3,465
- Eide Bailly LLP 401(k) Profit Sharing Plan $615M · 2,920
- Offutt Companies 401(k) Savings Plan $592M · 5,199
Applied Engineering, Inc. Employee Stock Ownership Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Dakota, the nearest 401(k) by assets is Amylyx Pharmaceuticals Retirement Plan in MA ($19M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Amylyx Pharmaceuticals Retirement Plan (MA) $19M · 328
- Clinicalmind, LLC 401(k) Plan (NY) $19M · 200
- The Wilderness Society 401(a) Retirement Plan (DC) $19M · 170
- Thompson & Horton LLP 401(k) Plan (TX) $19M · 54
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Hyperform, Inc. 401(k) Profit Sharing Plan and Trust (FL) 118 · 0 off
- Afml, Inc. 401(k) Profit Sharing Plan (GA) 118 · 0 off
- Galfab Holdings, Inc. 401(k) Plan (IN) 118 · 0 off
- Syscom Global Solutions Inc. 401(k) Plan (NY) 118 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.