401(k) · DOL Form 5500 · 2024
Advanced Energy Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $260M
- Total assets Near avg plan size
- 1,153
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $225,172
- Avg per participant Above avg balance/head
Official DOL plan name: Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan · Sponsored by Advanced Energy Industries, Inc. · Colorado · Manufacturing
$260M in assets, 1,153 participants
Advanced Energy Industries, Inc.'s Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan reported $260M in total assets and 1,153 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,472 in Manufacturing (17,777 peers)
Coverage in Colorado
Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan covers 1,153 participants in Colorado, 3.1x the typical Colorado plan (state average ~376 per filing). Assets: $260M.
- #16,472
- in Manufacturing (17,777 peers)
- +13.5%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$259,623,770 Top 5% higher than 95% 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
Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan lands in the large band (1,153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $229M in the plan year 2023 filing to $260M in the plan year 2024 filing.
- Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan reported participants fell from 1,204 in the plan year 2023 filing to 1,153 in the plan year 2024 filing.
- Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan reported net income fell from $31M in the plan year 2023 filing to $31M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 840846841 · Advanced Energy Industries, Inc. PY 2024 · 401(k)
Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan · $260M · 1,153 · 95th
- RANK $260M
- RANK 1,153
- RANK 95th
- RANK 401(k)
- RANK near Celestica 401(k) Retirement Plan
- RANK ind #16472
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 Colorado →
Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $229M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | $31M |
| Employer EIN | 840846841 |
| Plan Effective Date | 1984-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advanced Energy Industries, Inc.)
Sponsor-wide plan assets over time
All Advanced Energy Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $260M 31.600108731477565% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 981 | $197M |
| 2023 | 1 | 1,204 | $229M |
| 2024 | 1 | 1,153 | $260M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Celestica 401(k) Retirement Plan in NH ($260M); by covered participants it is Phifer Retirement and 401(k) Savings Plan in AL (1,153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($260M here).
- Celestica 401(k) Retirement Plan (NH) $260M · 1,010
- Golden State Foods 401(k) Savings & Retirement Plan (CA) $260M · 4,934
- The Cathay General Bancorp 401(k) Profit Sharing Plan (CA) $260M · 1,202
- Cognex Corporation Employee Savings Plan (MA) $260M · 993
Similar participant headcount
Nearest other-state filings by covered participants (1,153 participants); asset peers above are excluded.
- Phifer Retirement and 401(k) Savings Plan (AL) 1,153 · 0 off
- Encova Insurance 401(k) Plan (OH) 1,153 · 0 off
- Down to Earth 401(k) Plan (OH) 1,153 · 0 off
- Partner Engineering and Science 401(k) Plan (CA) 1,153 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.