401(k) · DOL Form 5500 · 2024
Applegate & Company, PC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $431,295
- Avg per participant High balance/head
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.
- #8,427 in Professional & Technical Services (20,173 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.
- #8,427
- in Professional & Technical Services (20,173 peers)
- +17.7%
- assets growth YoY
Applegate & Company Cpas Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Applegate & Company Cpas Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,606,836 44th percentile higher than 44% 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
Applegate & Company Cpas 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. Applegate & Company Cpas Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.
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.
Form 5500 schedule snapshot
Filing strip 464405607 · Applegate & Company, PC PY 2024 · 401(k)
Applegate & Company Cpas Profit Sharing Plan · $6M · 13 · 44th
- PART $6M
- PART 13
- PART 44th
- PART 401(k)
- PART near B.Well Connected Health, Inc. 401(k) Plan
- PART ind #8427
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 Indiana →
Applegate & Company Cpas Profit Sharing Plan in the asset neighbourhood
Applegate & Company, PC multi-year asset trail
Sponsor-wide plan assets over time
All Applegate & Company, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 43.094499492761486% vs 2022
- 2024 filing year
| 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.
- 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
Applegate & Company Cpas Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is B.Well Connected Health, Inc. 401(k) Plan in MD ($6M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.