Plan Ledger DOL Form 5500 · updated monthly

Applied Optoelectronics, Inc.401(k)

APPLIED OPTOELECTRONICS, INC. 401(K) PLAN · SUGAR LAND, TX · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Applied Optoelectronics, Inc. reported $34,013 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,089 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.08% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,230th-largest of 5,688 plans among Texas employers on file, and the 3,270th of 11,654 in professional & technical services. In 2024, employees put in $2.61 for every $1.00 the employer contributed; active participation has grown from 294 to 368 since 2022.

Plan summary
Net assets, end of year$40,461,769
Participants with balances524
Active participants368
Employer contributions$1,136,669
Employee contributions$2,961,271
Employer contribution per active participant$3,089
Average account balance$77,217
Benefits paid to participants$2,048,715
Plan auditUnmodified (clean) audit opinion
AuditorLANE GORMAN TRUBITT,LLC
Plan history3
Yearassets · accounts · employer contribution
2024$40.5M · 524 accts · $1.1M emplr
2023$33.5M · 534 accts · $896K emplr
2022$27.4M · 486 accts · $783K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,809
Investment management$13,603
Total administrative$34,013
The Applied Optoelectronics, Inc. 401(k) match · 2024
Employer contribution per active participant$3,089
Median for plans this size$2,416
2024$3,089 per active participant
2023$2,792 per active participant
2022$2,663 per active participant

Applied Optoelectronics, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$6,672
CHARLES SCHWAB & CO., INC. · Securities brokerage$41
ONEDIGITAL INVESTMENT ADVISORSindirect comp
ALLIANCE BENEFIT GROUP OF HOUSTON I · Other servicesindirect comp
VOYA RETIRE. INSURANCE & ANNUITY CO · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$34,013 · 0.09%
2023$21,354 · 0.07%
2022$24,796 · 0.08%
Same employer
Similar plansProfessional & Technical Services · Texas
Intega, Inc. TX$41.6M · 0.21%
Tpn Holdings LLC TX$41.2M · 0.37%
Dunaway Associates, L.P. TX$41.2M · 0.21%
Embark Consulting, LLC TX$40.3M · 0.42%
Haag Engineering Co. TX$39.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760533927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.