401(k) · DOL Form 5500 · 2024

Applied Enterprise Management Corporation 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
314
Participants Below avg headcount
92nd
Percentile by assets National rank
$374,484
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#18,695
in Professional & Technical Services (20,173 peers)
+19.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Aem Retirement Plan's outsized position by total assets

Aem Retirement Plan vs every filed plan by assets

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

$117,587,930 Top 8% higher than 92% 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

Aem Retirement 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. Aem Retirement Plan sits mid-pack in the medium band (314 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770113181 · Applied Enterprise Management Corporation PY 2024 · 401(k)

Aem Retirement Plan · $118M · 314 · 92nd

  • EOY $118M
  • 5500 314
  • ASSETS 92nd
  • PCT 401(k)
  • EIN near Chicago Cubs Associates Retirement Plan
  • RANK ind #18695

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 California →

Aem Retirement Plan in the asset neighbourhood

Aem Retirement Plan$118MChicago Cubs Associates Retirement PlanChicago Cubs Associates Reti…$118MAzz Inc. 401(k) Plan$118MDwyeromega Safe Harbor 401(k) PlanDwyeromega Safe Harbor 401(k…$118MMerative US L.P. 401(k) Retirement PlanMerative US L.P. 401(k) Reti…$118M
End-of-year total assets ($M) among Aem Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$118M
Net Income$19M
Employer EIN770113181
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Enterprise Management Corporation)

Sponsor-wide plan assets over time

All Applied Enterprise Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$118M 47.69262417034164% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $79.6M $118M ▲ +47.7%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aem Retirement Plan, Total assets ($B): 0.11758793 · Participants: 314Aem Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Aem Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aem Retirement Plan side-by-side with 3 peers →

Aem Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chicago Cubs Associates Retirement Plan in IL ($118M); by covered participants it is Data Center, Inc. Savings & Retirement Plan in KS (314 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118M here).

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Aem Retirement Plan assets move in 2024? ▼
Aem Retirement Plan grew sharply - up 19.0% during 2024, from $99M to $118M. Reported net income was $19M.
How have Applied Enterprise Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Enterprise Management Corporation's sponsor-wide assets grew 47.7%, from $80M to $118M.
Where does Aem Retirement Plan rank by assets among Form 5500 filers? ▼
Aem Retirement Plan ranks in the 92nd 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 Aem Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chicago Cubs Associates Retirement Plan in IL ($118M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Aem Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Data Center, Inc. Savings & Retirement Plan in KS (314 participants, $64M 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 770113181.

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.