401(k) · DOL Form 5500 · 2024
Applied Enterprise Management Corporation 401(k) Plan
Data updated 2026-08-11
- $118M
- Total assets
- 314
- Participants
- 92nd
- Percentile by assets
- $374,484
- Avg per participant
Official DOL plan name: Aem Retirement Plan · Sponsored by Applied Enterprise Management Corporation · California · Professional & Technical Services
$118M in assets, 314 participants
Applied Enterprise Management Corporation's Aem Retirement Plan reported $118M in total assets and 314 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #18,695 in Professional & Technical Services (20,173 peers)
Coverage in California
Aem Retirement Plan covers 314 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $118M.
- $118M
- total plan assets (2024 EOY)
- 314
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $374,484
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aem Retirement Plan end-of-year assets rose from $99M in the plan year 2023 filing to $118M in the plan year 2024 filing.
- Aem Retirement Plan reported participants rose from 292 in the plan year 2023 filing to 314 in the plan year 2024 filing.
- Aem Retirement Plan reported net income fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Aem Retirement Plan reports 314 participants - about 50% of that state average ($118M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $19M |
| Employer EIN | 770113181 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Applied Enterprise Management Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 276 | $80M |
| 2023 | 1 | 292 | $99M |
| 2024 | 1 | 314 | $118M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Aem Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Aem Retirement Plan by total assets, not by location.
- Chicago Cubs Associates Retirement Plan (IL) $118M · 552
- Azz Inc. 401(k) Plan (TX) $118M · 2,835
- Dwyeromega Safe Harbor 401(k) Plan (IN) $118M · 502
- Merative US L.P. 401(k) Retirement Plan (MI) $118M · 1,309
Frequently Asked Questions
How did Aem Retirement Plan assets move in 2024? ▼
How have Applied Enterprise Management Corporation plan assets changed over time? ▼
Where does Aem Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Aem Retirement Plan? ▼
Next read for Aem Retirement Plan
Filing takeaways
Ways to act on Aem Retirement Plan's numbers.
- By total assets, Aem Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Applied Enterprise Management Corporation's sponsor-wide assets have grown 47.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans