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Employers › Minnesota

Employer · plans filed under one EIN

Advanced Process Technologies, Inc.

Cokato, MN · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$79.2Mnet assets across plans
309participant records254 active
$1.3Memployer contributions, latest plan years$5,187 per active record
$44KSchedule C compensation to organisations$142.68 per participant record

Advanced Process Technologies, Inc., based in Cokato, Minnesota, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 309 participant records and $79.2M in net assets.

The largest is Advanced Process Technologies, Inc. 401(k) Profit Sharing Plan, a 401(k) plan with 182 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.3M and participant contributions $1.1M in the latest plan years; benefits paid were $2.3M. Schedule C compensation reported to service provider organisations totalled $44K.

Combined net assets moved from $5.2M in 2015 to $79.2M in 2024 (up 1437%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Advanced Process Technologies, Inc. 401(k) Profit Sharing Plan401(k) plan2024182$18.2M$100,142$3,517$44K
Advanced Process Technologies, Inc. Employee Stock Ownership Plan and Trustemployee stock ownership plan2024127$61.0M$480,030$7,173$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2015: $5.2M2016: $6.0M2017: $8.0M2018: $7.3M2019: $9.8M2020: $12.0M2021: $13.8M2022: $12.3M2023: $56.1M2024: $79.2M$5.2M$79.2M2015201620202024
Combined net assets
2015: 1182016: 1192017: 1212018: 1372019: 1262020: 1272021: 1392022: 2752023: 2942024: 3091183092015201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242309$79.2M$1.3M$1.1M
20232294$56.1M$1.3M$970K
20222275$12.3M$373K$838K
20211139$13.8M$314K$689K
20201127$12.0M$289K$632K
20191126$9.8M$277K$572K
20181137$7.3M$257K$517K
20171121$8.0M$239K$503K
20161119$6.0M$206K$437K
20151118$5.2M$192K$392K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Valmark Advisers, Inc.Investment advisory (participants)1$44,088
John Hancock USARecordkeeping and information management; Investment management1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Valmark Advisers, Inc.$44K
John Hancock USA$0

Questions and answers

How many retirement plans does Advanced Process Technologies, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Advanced Process Technologies, Inc. 401(k) Profit Sharing Plan and Advanced Process Technologies, Inc. Employee Stock Ownership Plan and Trust. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Advanced Process Technologies, Inc. contribute to its plans?

$1,317,422 in employer contributions across these plans in their latest plan years, about $5,187 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Valmark Advisers, Inc. and John Hancock USA. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.