401(k) · DOL Form 5500 · 2024

Applied Underwriters Inc. 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
839
Participants Near avg headcount
90th
Percentile by assets National rank
$112,068
Avg per participant Below avg balance/head
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Official DOL plan name: Applied Underwriters Inc. Retirement Saving Plan · Sponsored by Applied Underwriters Inc. · Nebraska · Management of Enterprises

$94M in assets, 839 participants

Applied Underwriters Inc.'s Applied Underwriters Inc. Retirement Saving Plan reported $94M in total assets and 839 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #859 in Management of Enterprises (1,133 peers)

Where Applied Underwriters Inc. Retirement Saving Plan sits by assets

Applied Underwriters Inc. Retirement Saving Plan sits in the top 10% of all filed plans by assets, $94M for 839 participants (~$112,068/participant), up 25.4% in 2024.

#859
in Management of Enterprises (1,133 peers)
+25.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Applied Underwriters Inc. Retirement Saving Plan's outsized position by total assets

Applied Underwriters Inc. Retirement Saving Plan vs every filed plan by assets

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

$94,025,286 Top 10% higher than 90% 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 Underwriters Inc. Retirement Saving 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 Underwriters Inc. Retirement Saving Plan sits mid-pack in the medium band (839 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Applied Underwriters Inc. Retirement Saving Plan end-of-year assets rose from $75M in the plan year 2023 filing to $94M in the plan year 2024 filing.
  • Applied Underwriters Inc. Retirement Saving Plan reported net income rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Applied Underwriters Inc. Retirement Saving Plan reported participants rose from 784 in the plan year 2023 filing to 839 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 943252393 · Applied Underwriters Inc. PY 2024 · 401(k)

Applied Underwriters Inc. Retirement Saving Plan · $94M · 839 · 90th

  • EBSA $94M
  • EBSA 839
  • EBSA 90th
  • EBSA 401(k)
  • EBSA near Kgs 401(k) Plan
  • EBSA ind #859

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 Management of Enterprises retirement plans → · Plans in Nebraska →

Applied Underwriters Inc. Retirement Saving Plan in the asset neighbourhood

Applied Underwriters Inc. Retirement Saving PlanApplied Underwriters Inc. Re…$94MKgs 401(k) Plan$94MMarquette Transportation Company 401(k) PlanMarquette Transportation Com…$94MKingdom Enterprises, Inc. 401(k) PlanKingdom Enterprises, Inc. 40…$94MGraham Profit Sharing Plan$94M
End-of-year total assets ($M) among Applied Underwriters Inc. Retirement Saving Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$94M
Net Income$19M
Employer EIN943252393
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Underwriters Inc.)

Sponsor-wide plan assets over time

All Applied Underwriters Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 60.926952171063576% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $58.4M $94M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 643 $58M
2023 1 784 $75M
2024 1 839 $94M

Nearby 401(k) Plans in Nebraska

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

Applied Underwriters Inc. Retirement Saving Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Applied Underwriters Inc. Retirement Saving Plan, Total assets ($B): 0.094025286 · Participants: 839Applied Underwriters Inc. Retirement Saving PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Applied Underwriters Inc. Retirement Saving Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Applied Underwriters Inc. Retirement Saving Plan side-by-side with 3 peers →

Applied Underwriters Inc. Retirement Saving Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Kgs 401(k) Plan in TX ($94M); by covered participants it is Millennium Space Systems, Inc. 401(k) Plan in CA (839 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

Similar participant headcount

Nearest other-state filings by covered participants (839 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 Underwriters Inc. Retirement Saving Plan assets move in 2024? ▼
Applied Underwriters Inc. Retirement Saving Plan grew sharply - up 25.4% during 2024, from $75M to $94M. Reported net income was $19M.
How have Applied Underwriters Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Underwriters Inc.'s sponsor-wide assets grew 60.9%, from $58M to $94M.
Where does Applied Underwriters Inc. Retirement Saving Plan rank by assets among Form 5500 filers? ▼
Applied Underwriters Inc. Retirement Saving Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Applied Underwriters Inc. Retirement Saving Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kgs 401(k) Plan in TX ($94M, 731 participants).
Which 401(k) plans cover a similar participant headcount to Applied Underwriters Inc. Retirement Saving Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Space Systems, Inc. 401(k) Plan in CA (839 participants, $73M 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 943252393.

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.