401(k) · DOL Form 5500 · 2022

Apo & Associates Inc. 401(k) Plan

Data updated 2026-08-25

$105K
Total assets Small plan by assets
2
Participants Small participant base
6th
Percentile by assets National rank
$52,623
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apo & Associates Inc. Retirement Plan · Sponsored by Apo & Associates Inc. · New Jersey · Retail Trade

$105K in assets, 2 participants

Apo & Associates Inc.'s Apo & Associates Inc. Retirement Plan reported $105K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

  • #890 in Retail Trade (9,519 peers)

Apo & Associates Inc. multi-year trail

Apo & Associates Inc.'s plans moved -59.1% in assets from 2022 to 2024; this filing shows Apo & Associates Inc. Retirement Plan at $105K / 2 participants.

#890
in Retail Trade (9,519 peers)
+55.8%
assets growth YoY

Apo & Associates Inc. Retirement Plan among the smaller filed plans by assets

Apo & Associates Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$105,245 6th percentile higher than 6% of 139,123 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 2022

Apo & Associates Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apo & Associates Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 862861788 · Apo & Associates Inc. PY 2022 · 401(k)

Apo & Associates Inc. Retirement Plan · $105K · 2 · 6th

  • SCH $105K
  • SCH 2
  • SCH 6th
  • SCH 401(k)
  • SCH near Tkkt Enterprises, Inc. 401(k) Plan
  • SCH ind #890

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 Retail Trade retirement plans → · Plans in New Jersey →

Apo & Associates Inc. Retirement Plan in the asset neighbourhood

Apo & Associates Inc. Retirement PlanApo & Associates Inc. Retire…$105KTkkt Enterprises, Inc. 401(k) PlanTkkt Enterprises, Inc. 401(k…$105KTap Mitch, Inc. 401(k) Profit Sharing PlanTap Mitch, Inc. 401(k) Profi…$105KThe Bartulla Way Corp. 401(k) Profit Sharing PlanThe Bartulla Way Corp. 401(k…$105KHci 401(k)$105K
End-of-year total assets ($M) among Apo & Associates Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Apo & Associates Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Apo & Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43K 59.07644068601834% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.11M $0.04M ▼ -63.6%
Year Plans Participants Total Assets
2022 1 2 $105K
2023 1 2 $119K
2024 1 2 $43K

Apo & Associates Inc. filing trail (2022)

Total Assets (Beginning of Year)$68K
Net Assets (End of Year)$105K
Net Income$38K
Employer EIN862861788
Plan Effective Date2021-04-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Apo & Associates Inc. Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Apo & Associates Inc. Retirement Plan, Total assets ($B): 0.000105245 · Participants: 2Apo & Associates Inc. Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Apo & Associates Inc. Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Apo & Associates Inc. Retirement Plan side-by-side with 3 peers →

Apo & Associates Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Tkkt Enterprises, Inc. 401(k) Plan in IA ($105K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Apo & Associates Inc. Retirement Plan assets move in 2022? ▼
Apo & Associates Inc. Retirement Plan surged - up 55.8% during 2022, from $68K to $105K. Reported net income was $38K.
How have Apo & Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apo & Associates Inc.'s sponsor-wide assets declined 59.1%, from $105K to $43K.
Where does Apo & Associates Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Apo & Associates Inc. Retirement Plan ranks in the 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Apo & Associates Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tkkt Enterprises, Inc. 401(k) Plan in IA ($105K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Apo & Associates Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862861788.

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.