401(k) · DOL Form 5500 · 2024

Applied Optoelectronics, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
316
Participants Below avg headcount
82nd
Percentile by assets National rank
$128,044
Avg per participant Near avg balance/head
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Official DOL plan name: Applied Optoelectronics, Inc. 401(k) Plan · Sponsored by Applied Optoelectronics, Inc. · Texas · Professional & Technical Services

$40M in assets, 316 participants

Applied Optoelectronics, Inc.'s Applied Optoelectronics, Inc. 401(k) Plan reported $40M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,567 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Applied Optoelectronics, Inc. 401(k) Plan covers 316 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $40M.

#16,567
in Professional & Technical Services (20,173 peers)
+20.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Applied Optoelectronics, Inc. 401(k) Plan's outsized position by total assets

Applied Optoelectronics, Inc. 401(k) Plan vs every filed plan by assets

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

$40,461,769 Top 18% higher than 82% 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 Optoelectronics, Inc. 401(k) 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 Optoelectronics, Inc. 401(k) Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Applied Optoelectronics, Inc. 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Applied Optoelectronics, Inc. 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Applied Optoelectronics, Inc. 401(k) Plan reported participants rose from 294 in the plan year 2023 filing to 316 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760533927 · Applied Optoelectronics, Inc. PY 2024 · 401(k)

Applied Optoelectronics, Inc. 401(k) Plan · $40M · 316 · 82nd

  • NET $40M
  • NET 316
  • NET 82nd
  • NET 401(k)
  • NET near Co-Op 401(k) Plan
  • NET ind #16567

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 Texas →

Applied Optoelectronics, Inc. 401(k) Plan in the asset neighbourhood

Nordex USA, Inc. 401(k) Plan$40MApplied Optoelectronics, Inc. 401(k) PlanApplied Optoelectronics, Inc…$40MCo-Op 401(k) Plan$40MFederal International, Inc. 401(k) Retirement PlanFederal International, Inc. …$40MAlliance Physical Therapy Group, LLC 401(k) PlanAlliance Physical Therapy Gr…$40M
End-of-year total assets ($M) among Applied Optoelectronics, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN760533927
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Optoelectronics, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$40M 47.400892352071494% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.5M $40.5M ▲ +47.4%
Year Plans Participants Total Assets
2022 1 345 $27M
2023 1 294 $33M
2024 1 316 $40M

Nearby 401(k) Plans in Texas

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

Applied Optoelectronics, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Applied Optoelectronics, Inc. 401(k) Plan, Total assets ($B): 0.040461769 · Participants: 316Applied Optoelectronics, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Applied Optoelectronics, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Applied Optoelectronics, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Co-Op 401(k) Plan in WI ($40M); by covered participants it is Glidefast Consulting LLC 401(k) Profit Sharing Plan and Trust in MA (316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Optoelectronics, Inc. 401(k) Plan assets move in 2024? ▼
Applied Optoelectronics, Inc. 401(k) Plan grew sharply - up 20.8% during 2024, from $33M to $40M. Reported net income was $7M.
How have Applied Optoelectronics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Optoelectronics, Inc.'s sponsor-wide assets grew 47.4%, from $27M to $40M.
Where does Applied Optoelectronics, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Applied Optoelectronics, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Applied Optoelectronics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Co-Op 401(k) Plan in WI ($40M, 452 participants).
Which 401(k) plans cover a similar participant headcount to Applied Optoelectronics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Glidefast Consulting LLC 401(k) Profit Sharing Plan and Trust in MA (316 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760533927.

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.