401(k) · DOL Form 5500 · 2022

Apex Tool Group, LLC 401(k) Plan

Data updated 2026-08-25

$252M
Total assets Near avg plan size
1,508
Participants Near avg headcount
96th
Percentile by assets National rank
$167,173
Avg per participant Above avg balance/head
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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.

  • #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.

#19,395
in Manufacturing (20,602 peers)
-19.7%
assets change YoY
2.5×
vs typical plan assets (national mean)

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.

Apex Tool Group, LLC 401(k) Savings Plan's outsized position 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

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 Tool Group, LLC 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apex Tool Group, LLC 401(k) Savings Plan lands in the large band (1,508 participants).

Plan-year Form 5500 strip

Filing strip 271996059 · Apex Tool Group, LLC PY 2022 · 401(k)

Apex Tool Group, LLC 401(k) Savings Plan · $252M · 1,508 · 96th

  • TYPE $252M
  • TYPE 1,508
  • TYPE 96th
  • TYPE 401(k)
  • TYPE near The Money Accumulation Plan of the Boler Company
  • TYPE ind #19395

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 Manufacturing retirement plans → · Plans in Maryland →

Apex Tool Group, LLC 401(k) Savings Plan in the asset neighbourhood

The Money Accumulation Plan of the Boler CompanyThe Money Accumulation Plan …$252MApex Tool Group, LLC 401(k) Savings PlanApex Tool Group, LLC 401(k) …$252MSecurity Retirement Plan$252MPrecisely Software Incorporated 401(k) PlanPrecisely Software Incorpora…$252MAvi Systems, Inc. Employee Stock Ownership PlanAvi Systems, Inc. Employee S…$252M
End-of-year total assets ($M) among Apex Tool Group, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$314M
Net Assets (End of Year)$252M
Net Income-$62M
Employer EIN271996059
Plan Effective Date2010-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apex Tool Group, LLC)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$297M 9.317070785732081% vs 2022
2024 filing year
$260M$270M$280M$290M$300M 202220232024 $272M $297M ▲ +9.3%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Apex Tool Group, LLC 401(k) Savings Plan, Total assets ($B): 0.252096994 · Participants: 1508Apex Tool Group, LLC 401(k) Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Apex Tool Group, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Apex Tool Group, LLC 401(k) Savings Plan side-by-side with 3 peers →

Apex Tool Group, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is The Money Accumulation Plan of the Boler Company in IL ($252M); by covered participants it is A&b Retirement Plan in GA (1,508 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($252M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,508 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 Tool Group, LLC 401(k) Savings Plan assets move in 2022? ▼
Apex Tool Group, LLC 401(k) Savings Plan declined sharply - down 19.7% during 2022, from $314M to $252M. Reported net income was -$62M.
How have Apex Tool Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Tool Group, LLC's sponsor-wide assets grew 9.3%, from $272M to $297M.
Where does Apex Tool Group, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Apex Tool Group, LLC 401(k) Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Apex Tool Group, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Money Accumulation Plan of the Boler Company in IL ($252M, 1,391 participants).
Which 401(k) plans cover a similar participant headcount to Apex Tool Group, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&b Retirement Plan in GA (1,508 participants, $864M 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 271996059.

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.