401(k) · DOL Form 5500 · 2024

Applied Consultants, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
144
Participants Small participant base
71st
Percentile by assets National rank
$146,152
Avg per participant Above avg balance/head
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Official DOL plan name: Applied Consultants, Inc. 401(k) Plan · Sponsored by Applied Consultants, Inc. · Texas · Professional & Technical Services

$21M in assets, 144 participants

Applied Consultants, Inc.'s Applied Consultants, Inc. 401(k) Plan reported $21M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,236 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Applied Consultants, Inc. 401(k) Plan covers 144 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#14,236
in Professional & Technical Services (20,173 peers)
+30.3%
assets growth YoY

Applied Consultants, Inc. 401(k) Plan's outsized position by total assets

Applied Consultants, Inc. 401(k) Plan vs every filed plan by assets

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

$21,045,849 Top 29% higher than 71% 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 Consultants, Inc. 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. Applied Consultants, Inc. 401(k) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Applied Consultants, Inc. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Applied Consultants, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Applied Consultants, Inc. 401(k) Plan reported participants rose from 139 in the plan year 2023 filing to 144 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 752383869 · Applied Consultants, Inc. PY 2024 · 401(k)

Applied Consultants, Inc. 401(k) Plan · $21M · 144 · 71st

  • RANK $21M
  • RANK 144
  • RANK 71st
  • RANK 401(k)
  • RANK near Institute for Human and Social Development Retirement Plan
  • RANK ind #14236

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 Texas →

Applied Consultants, Inc. 401(k) Plan in the asset neighbourhood

Applied Consultants, Inc. 401(k) PlanApplied Consultants, Inc. 40…$21MInstitute for Human and Social Development Retirement PlanInstitute for Human and Soci…$21MGetty Realty Corp. Retirement and Profit Sharing PlanGetty Realty Corp. Retiremen…$21MFlood & Peterson Insurance, Inc. Profit Sharing PlanFlood & Peterson Insurance, …$21MCertified Financial Planner Board of Standards 401(k) PlanCertified Financial Planner …$21M
End-of-year total assets ($M) among Applied Consultants, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN752383869
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Consultants, Inc.)

Sponsor-wide plan assets over time

All Applied Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 68.52709497273807% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.5M $21.1M ▲ +68.5%
Year Plans Participants Total Assets
2022 1 290 $12M
2023 1 139 $16M
2024 1 144 $21M

Nearby 401(k) Plans in Texas

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

Applied Consultants, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Applied Consultants, Inc. 401(k) Plan, Total assets ($B): 0.021045849 · Participants: 144Applied Consultants, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Applied Consultants, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Applied Consultants, Inc. 401(k) Plan side-by-side with 3 peers →

Applied Consultants, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Institute for Human and Social Development Retirement Plan in CA ($21M); by covered participants it is Boone Drugs, Inc. Savings Plus Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Consultants, Inc. 401(k) Plan assets move in 2024? ▼
Applied Consultants, Inc. 401(k) Plan surged - up 30.3% during 2024, from $16M to $21M. Reported net income was $5M.
How have Applied Consultants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Consultants, Inc.'s sponsor-wide assets grew 68.5%, from $12M to $21M.
Which 401(k) plans are similar in size to Applied Consultants, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Institute for Human and Social Development Retirement Plan in CA ($21M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Applied Consultants, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boone Drugs, Inc. Savings Plus Plan in NC (144 participants, $11M 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 752383869.

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.