401(k) · DOL Form 5500 · 2022
Apex Analytix LLC 401(k) Plan
Data updated 2026-08-11
- $35M
- Total assets
- 294
- Participants
- 85th
- Percentile by assets
- $119,958
- Avg per participant
Official DOL plan name: Apex Analytix 401(k) Profit Sharing Plan · Sponsored by Apex Analytix LLC · North Carolina · Professional & Technical Services
$35M in assets, 294 participants
Apex Analytix LLC's Apex Analytix 401(k) Profit Sharing Plan reported $35M in total assets and 294 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #18,432 in Professional & Technical Services (21,562 peers)
Coverage in North Carolina
Apex Analytix 401(k) Profit Sharing Plan covers 294 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $35M.
- $35M
- total plan assets (2022 EOY)
- 294
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $119,958
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Apex Analytix 401(k) Profit Sharing Plan sits by total assets
Apex Analytix 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,267,535 Top 15% higher than 85% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Apex Analytix 401(k) Profit Sharing Plan reports 294 participants - about 36% of that state average ($35M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$7M |
| Employer EIN | 133559998 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apex Analytix LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 294 | $35M |
| 2023 | 1 | 298 | $42M |
| 2024 | 1 | 298 | $45M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Apex Analytix 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Apex Analytix 401(k) Profit Sharing Plan assets move in 2022? ▼
How have Apex Analytix LLC plan assets changed over time? ▼
Where does Apex Analytix 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Apex Analytix 401(k) Profit Sharing Plan? ▼
Next read for Apex Analytix 401(k) Profit Sharing Plan
Filing takeaways
Ways to act on Apex Analytix 401(k) Profit Sharing Plan's numbers.
- By total assets, Apex Analytix 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Apex Analytix LLC's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans