401(k) · DOL Form 5500 · 2022

Apex Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$169K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$168,769
Avg per participant Above avg balance/head
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Official DOL plan name: Apex Insurance Group Retirement Plan · Sponsored by Apex Insurance Group, Inc. · Colorado · Finance & Insurance

$169K in assets, 1 participants

Apex Insurance Group, Inc.'s Apex Insurance Group Retirement Plan reported $169K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #545 in Finance & Insurance (9,261 peers)

2022 asset change

Apex Insurance Group Retirement Plan grew at a solid clip 10.6% in 2022 ($153K → $169K) for 1 participant.

#545
in Finance & Insurance (9,261 peers)
+10.6%
assets growth YoY

Apex Insurance Group Retirement Plan among the smaller filed plans by assets

Apex Insurance Group Retirement Plan vs every filed plan by assets

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

$168,769 9th percentile higher than 9% 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

Apex Insurance Group 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. Apex Insurance Group Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 853796401 · Apex Insurance Group, Inc. PY 2022 · 401(k)

Apex Insurance Group Retirement Plan · $169K · 1 · 9th

  • BOY $169K
  • SCH 1
  • EBSA 9th
  • PART 401(k)
  • TYPE near Zackmeister Enterprises, Inc. 401(k) Plan
  • NET ind #545

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 Finance & Insurance retirement plans → · Plans in Colorado →

Apex Insurance Group Retirement Plan in the asset neighbourhood

Apex Insurance Group Retirement PlanApex Insurance Group Retirem…$169KZackmeister Enterprises, Inc. 401(k) PlanZackmeister Enterprises, Inc…$169KVs 401(k)$169KCombs Concrete Construction Company 401(k) PlanCombs Concrete Construction …$169KMidsouth Cleaning Services, Inc. 401(k) Profit Sharing PlanMidsouth Cleaning Services, …$169K
End-of-year total assets ($M) among Apex Insurance Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Apex Insurance Group, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Apex Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$171K 1.1139486517073633% vs 2022
2024 filing year
$0.16M$0.17M$0.18M$0.19M$0.2M 202220232024 $0.17M $0.17M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $169K
2023 1 4 $187K
2024 1 3 $171K

2022 asset-move particulars

Total Assets (Beginning of Year)$153K
Net Assets (End of Year)$169K
Net Income$16K
Employer EIN853796401
Plan Effective Date2020-11-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Apex Insurance Group Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Apex Insurance Group Retirement Plan, Total assets ($B): 0.000168769 · Participants: 1Apex Insurance Group Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Apex Insurance Group Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Apex Insurance Group Retirement Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Zackmeister Enterprises, Inc. 401(k) Plan in TX ($169K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($169K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Apex Insurance Group Retirement Plan assets move in 2022? ▼
Apex Insurance Group Retirement Plan grew at a solid clip - up 10.6% during 2022, from $153K to $169K. Reported net income was $16K.
How have Apex Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Insurance Group, Inc.'s sponsor-wide assets grew 1.1%, from $169K to $171K.
Where does Apex Insurance Group Retirement Plan rank by assets among Form 5500 filers? ▼
Apex Insurance Group Retirement Plan ranks in the 9th 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 Apex Insurance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zackmeister Enterprises, Inc. 401(k) Plan in TX ($169K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Apex Insurance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 853796401.

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.