401(k) · DOL Form 5500 · 2022
Apex Tool Group, LLC 401(k) Plan
Data updated 2026-08-11
- $252M
- Total assets
- 1,508
- Participants
- 96th
- Percentile by assets
- $167,173
- Avg per participant
Official DOL plan name: Apex Tool Group, LLC 401(k) Savings Plan · Sponsored by Apex Tool Group, LLC · Maryland · Manufacturing
$252M in assets, 1,508 participants
Apex Tool Group, LLC's Apex Tool Group, LLC 401(k) Savings Plan reported $252M in total assets and 1,508 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #19,395 in Manufacturing (20,602 peers)
Where Apex Tool Group, LLC 401(k) Savings Plan sits by assets
Apex Tool Group, LLC 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $252M for 1,508 participants (~$167,173/participant), down 19.7% in 2022.
- $252M
- total plan assets (2022 EOY)
- 1,508
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $167,173
- avg assets per participant
The plan reported a net loss of $62M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Apex Tool Group, LLC 401(k) Savings Plan sits by total assets
Apex Tool Group, LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$252,096,994 Top 4% higher than 96% 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
Apex Tool Group, LLC 401(k) Savings Plan vs the 2022 asset distribution
By assets, Apex Tool Group, LLC 401(k) Savings Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $314M |
|---|---|
| Net Assets (End of Year) | $252M |
| Net Income | -$62M |
| Employer EIN | 271996059 |
| Plan Effective Date | 2010-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apex Tool Group, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,753 | $272M |
| 2023 | 3 | 1,646 | $291M |
| 2024 | 3 | 1,389 | $297M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Apex Tool Group, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Apex Tool Group, LLC 401(k) Savings Plan by total assets, not by location.
- The Money Accumulation Plan of the Boler Company (IL) $252M · 1,391
- Security Retirement Plan (WI) $252M · 823
- Precisely Software Incorporated 401(k) Plan (MA) $252M · 817
- Avi Systems, Inc. Employee Stock Ownership Plan (KS) $252M · 670
Frequently Asked Questions
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Next read for Apex Tool Group, LLC 401(k) Savings Plan
Scale reading
Ways to act on Apex Tool Group, LLC 401(k) Savings Plan's numbers.
- By total assets, Apex Tool Group, LLC 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
- Apex Tool Group, LLC's sponsor-wide assets have grown 9.3% since 2022 across 3 plan years on file. More Manufacturing plans