401(k) · DOL Form 5500 · 2022

Apex Heritage Group, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
385
Participants Below avg headcount
68th
Percentile by assets National rank
$29,793
Avg per participant Low balance/head
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Official DOL plan name: Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Apex Heritage Group, LLC · Texas · Management of Enterprises

$11M in assets, 385 participants

Apex Heritage Group, LLC's Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 385 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #551 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust ranks #551 of 1,193 2022 filers by assets (3100% of the sector average)-$11M for 385 participants.

#551
in Management of Enterprises (1,193 peers)
-3.6%
assets change YoY

The plan reported a net loss of $433K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$11,470,462 Top 32% higher than 68% 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 Heritage Group, LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (385 participants).

Published 5500 schedule card

Filing strip 461669012 · Apex Heritage Group, LLC PY 2022 · 401(k)

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust · $11M · 385 · 68th

  • IND $11M
  • IND 385
  • IND 68th
  • IND 401(k)
  • IND near Jlb Corporation 401(k) Profit Sharing Plan and Trust
  • IND ind #551

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 Management of Enterprises retirement plans → · Plans in Texas →

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & TrustApex Heritage Group, LLC 401…$11MJlb Corporation 401(k) Profit Sharing Plan and TrustJlb Corporation 401(k) Profi…$11MKls Government Services, LLC 401(k) Profit Sharing PlanKls Government Services, LLC…$11MCooper Holdings, Inc. 401(k) PlanCooper Holdings, Inc. 401(k)…$11MOrion Health Inc. 401(k) Plan$11M
End-of-year total assets ($M) among Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$433K
Employer EIN461669012
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apex Heritage Group, LLC)

Sponsor-wide plan assets over time

All Apex Heritage Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 53.384240320921684% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $11.5M $5.35M ▼ -53.4%
Year Plans Participants Total Assets
2022 1 385 $11M
2023 1 436 $9M
2024 1 253 $5M

Nearby 401(k) Plans in Texas

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

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.011470462 · Participants: 385Apex Heritage Group, LLC 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Jlb Corporation 401(k) Profit Sharing Plan and Trust in MO ($11M); by covered participants it is Fis 401(k) Plan in OK (385 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (385 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 Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust edged down modestly - down 3.6% during 2022, from $12M to $11M. Reported net income was -$433K.
How have Apex Heritage Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Heritage Group, LLC's sponsor-wide assets declined 53.4%, from $11M to $5M.
Which 401(k) plans are similar in size to Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jlb Corporation 401(k) Profit Sharing Plan and Trust in MO ($11M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fis 401(k) Plan in OK (385 participants, $7M 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 461669012.

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.