401(k) · DOL Form 5500 · 2024

Applewood Controls, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
21
Participants Small participant base
43rd
Percentile by assets National rank
$257,189
Avg per participant Above avg balance/head
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Official DOL plan name: Applewood Controls, Inc. 401(k) Profit Sharing Plan · Sponsored by Applewood Controls, Inc. · Massachusetts · Professional & Technical Services

$5M in assets, 21 participants

Applewood Controls, Inc.'s Applewood Controls, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,273 in Professional & Technical Services (20,173 peers)

Applewood Controls, Inc. multi-year trail

Applewood Controls, Inc.'s plans moved +43.1% in assets from 2022 to 2024; this filing shows Applewood Controls, Inc. 401(k) Profit Sharing Plan at $5M / 21 participants.

#8,273
in Professional & Technical Services (20,173 peers)
+12.5%
assets growth YoY

Applewood Controls, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Applewood Controls, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,400,969 43rd percentile higher than 43% 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

Applewood Controls, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applewood Controls, Inc. 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Applewood Controls, Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $601K in the plan year 2024 filing.
  • Applewood Controls, Inc. 401(k) Profit Sharing Plan reported participants rose from 17 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • Applewood Controls, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 020371535 · Applewood Controls, Inc. PY 2024 · 401(k)

Applewood Controls, Inc. 401(k) Profit Sharing Plan · $5M · 21 · 43rd

  • RANK $5M
  • PHOTO 21
  • IND 43rd
  • EOY 401(k)
  • 5500 near Avlon Industries Inc 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #8273

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 Massachusetts →

Applewood Controls, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Applewood Controls, Inc. 401(k) Profit Sharing PlanApplewood Controls, Inc. 401…$5MAvlon Industries Inc 401(k) Profit Sharing Plan & TrustAvlon Industries Inc 401(k) …$5MPhoenix Senior Living 401(k) PlanPhoenix Senior Living 401(k)…$5MSmokin Joes Retirement Plan$5MLeonardo US Holding, LLC$5M
End-of-year total assets ($M) among Applewood Controls, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Applewood Controls, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Applewood Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 43.08430710344411% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.77M $5.4M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 17 $5M
2024 1 21 $5M

Applewood Controls, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$601K
Employer EIN020371535
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Applewood Controls, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Applewood Controls, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005400969 · Participants: 21Applewood Controls, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Applewood Controls, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Applewood Controls, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Avlon Industries Inc 401(k) Profit Sharing Plan & Trust in IL ($5M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Applewood Controls, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Applewood Controls, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.5% during 2024, from $5M to $5M. Reported net income was $601K.
How have Applewood Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applewood Controls, Inc.'s sponsor-wide assets grew 43.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Applewood Controls, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avlon Industries Inc 401(k) Profit Sharing Plan & Trust in IL ($5M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Applewood Controls, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 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 020371535.

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.