401(k) · DOL Form 5500 · 2024
Applegate & Company, PC 401(k) Plan
Data updated 2026-08-06
- $6M
- Total assets
- 13
- Participants
- 44th
- Percentile by assets
- $431,295
- Avg per participant
Official DOL plan name: Applegate & Company Cpas Profit Sharing Plan · Sponsored by Applegate & Company, PC · Indiana · Professional & Technical Services
$6M in assets, 13 participants
Applegate & Company, PC's Applegate & Company Cpas Profit Sharing Plan reported $6M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- 44th percentile by assets (of 116,472 plans)
- #8,124 in Professional & Technical Services (19,542 peers)
Applegate & Company, PC multi-year trail
Applegate & Company, PC's plans moved +43.1% in assets from 2022 to 2024; this filing shows Applegate & Company Cpas Profit Sharing Plan at $6M / 13 participants.
- $6M
- total plan assets (2024 EOY)
- 13
- covered participants
- 44th
- percentile by assets (of 116,472 plans)
- $431,295
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Applegate & Company Cpas Profit Sharing Plan reported participants rose from 11 in the plan year 2023 filing to 13 in the plan year 2024 filing.
- Applegate & Company Cpas Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Applegate & Company, PC across 3 plan years on file
Across the 3 plan years Applegate & Company, PC has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $6M, a gain of 43.1%, while reported participants moved from 10 to 13 (+30.0%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($4M).
Applegate & Company, PC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $4M |
| 2023 | 1 | 11 | $5M |
| 2024 | 1 | 13 | $6M |
Applegate & Company, PC filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $845K |
| Employer EIN | 464405607 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Applegate & Company Cpas Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Applegate & Company Cpas Profit Sharing Plan by total assets, not by location.
- B.Well Connected Health, Inc. 401(k) Plan (MD) $6M · 130
- Windsor Healthcare 401(k) Plan (NJ) $6M · 1,184
- Moderne Glass Co, Inc. 401(k) & Profit Sharing Plan (PA) $6M · 164
- Knighten Industries 401(k) Plan (TX) $6M · 165
Frequently Asked Questions
How did Applegate & Company Cpas Profit Sharing Plan assets move in 2024? ▼
How have Applegate & Company, PC plan assets changed over time? ▼
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Multi-year trail
Ways to act on Applegate & Company Cpas Profit Sharing Plan's numbers.
- By total assets, Applegate & Company Cpas Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Applegate & Company, PC's sponsor-wide assets have grown 43.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans