Apogee Enterprises 401(k) match, vesting and fees

Plan year 2025 filingApogee Enterprises, Inc. 401(k) Retirement Plan · Plan 005 · EIN 41-0919654Updated Oct 2026

What Apogee Enterprises' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $9.3M in employer contributions, about $1,969 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$114,515
Average account balance
4,776
Participants (end of year)
$540M
Plan assets (end of year)
0.11%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperPrincipal Life Insurance CompanySchedule C ↗
Independent auditorDeloitte & Touche LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 434 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.

Apogee Enterprises: employer contribution per participant$1,969
Peer median$2,591
Apogee Enterprises: average balance$114,515
Peer median$102,504
Apogee Enterprises: admin expenses ÷ assets0.11%
Peer median0.11%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $505M at the end of plan year 2021 to $540M at the end of plan year 2025.

$505M2021$407M2022$462M2023$497M2024$540M2025
End-of-year figures from each plan year's Form 5500 filing for the Apogee Enterprises plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20254,776$540M$9.3M$1,9690.11%Not publishedForm 5500 ↗
20244,802$497M$8.8M$1,8780.12%Not publishedForm 5500 ↗
20235,016$462M$9.6M$1,9300.16%Not publishedForm 5500 ↗
20225,099$407M$7.8M$1,5590.15%Not publishedForm 5500 ↗
20215,337$505M$8.1M$1,5450.16%Not publishedForm 5500 ↗

Common questions

Does Apogee Enterprises match 401(k) contributions?

The match terms for the Apogee Enterprises, Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $9.3M in employer contributions, about $1,969 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Apogee Enterprises 401(k) match vested?

The vesting schedule for the Apogee Enterprises, Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Apogee Enterprises 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Apogee Enterprises, Inc..

I left Apogee Enterprises. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Apogee Enterprises, Inc., (877) 752-3432) or the recordkeeper, Principal Life Insurance Company. The Apogee Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Apogee Enterprises 401(k)

Data from the public Form 5500 annual reports Apogee Enterprises filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Apogee Enterprises. Not financial advice. Report a correction · Methodology