401(k) · DOL Form 5500 · 2024

Apogee Engineering LLC 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
661
Participants Below avg headcount
84th
Percentile by assets National rank
$74,529
Avg per participant Below avg balance/head
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Official DOL plan name: Apogee Engineering 401 (K) Plan · Sponsored by Apogee Engineering LLC · Colorado · Professional & Technical Services

$49M in assets, 661 participants

Apogee Engineering LLC's Apogee Engineering 401 (K) Plan reported $49M in total assets and 661 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,102 in Professional & Technical Services (20,173 peers)

Where Apogee Engineering 401 (K) Plan sits by assets

Apogee Engineering 401 (K) Plan sits in the top quartile of all filed plans by assets, $49M for 661 participants (~$74,529/participant), up 17.2% in 2024.

#17,102
in Professional & Technical Services (20,173 peers)
+17.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Apogee Engineering 401 (K) Plan's outsized position by total assets

Apogee Engineering 401 (K) Plan vs every filed plan by assets

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

$49,263,400 Top 16% higher than 84% 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

Apogee Engineering 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. Apogee Engineering 401 (K) Plan sits mid-pack in the medium band (661 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apogee Engineering 401 (K) Plan reported net income fell from $13M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Apogee Engineering 401 (K) Plan end-of-year assets rose from $42M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Apogee Engineering 401 (K) Plan reported participants rose from 603 in the plan year 2023 filing to 661 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 562484395 · Apogee Engineering LLC PY 2024 · 401(k)

Apogee Engineering 401 (K) Plan · $49M · 661 · 84th

  • BOOK $49M
  • BOOK 661
  • BOOK 84th
  • BOOK 401(k)
  • BOOK near Vistex, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #17102

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 Colorado →

Apogee Engineering 401 (K) Plan in the asset neighbourhood

Apogee Engineering 401 (K) PlanApogee Engineering 401 (K) P…$49MVistex, Inc. 401(k) Profit Sharing PlanVistex, Inc. 401(k) Profit S…$49MArrive Logistics 401(k) Plan$49MItv US Holdings, Inc. 401(k) Plan & TrustItv US Holdings, Inc. 401(k)…$49MChambliss, Bahner, & Stophel, P. C. RetirementChambliss, Bahner, & Stophel…$49M
End-of-year total assets ($M) among Apogee Engineering 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$49M
Net Income$7M
Employer EIN562484395
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apogee Engineering LLC)

Sponsor-wide plan assets over time

All Apogee Engineering LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 67.35108513879534% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29.4M $49.3M ▲ +67.3%
Year Plans Participants Total Assets
2022 1 614 $29M
2023 1 603 $42M
2024 1 661 $49M

Nearby 401(k) Plans in Colorado

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

Apogee Engineering 401 (K) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Apogee Engineering 401 (K) Plan, Total assets ($B): 0.0492634 · Participants: 661Apogee Engineering 401 (K) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Apogee Engineering 401 (K) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Apogee Engineering 401 (K) Plan side-by-side with 3 peers →

Apogee Engineering 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Vistex, Inc. 401(k) Profit Sharing Plan in IL ($49M); by covered participants it is Digicert 401(k) Retirement Plan in UT (661 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (661 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 Apogee Engineering 401 (K) Plan assets move in 2024? ▼
Apogee Engineering 401 (K) Plan grew sharply - up 17.2% during 2024, from $42M to $49M. Reported net income was $7M.
How have Apogee Engineering LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apogee Engineering LLC's sponsor-wide assets grew 67.4%, from $29M to $49M.
Where does Apogee Engineering 401 (K) Plan rank by assets among Form 5500 filers? ▼
Apogee Engineering 401 (K) Plan ranks in the 84th 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 Apogee Engineering 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vistex, Inc. 401(k) Profit Sharing Plan in IL ($49M, 391 participants).
Which 401(k) plans cover a similar participant headcount to Apogee Engineering 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digicert 401(k) Retirement Plan in UT (661 participants, $85M 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 562484395.

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.