401(k) · DOL Form 5500 · 2022

Apex Tool Group, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
130
Participants Small participant base
55th
Percentile by assets National rank
$48,231
Avg per participant Low balance/head
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Official DOL plan name: Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees · Sponsored by Apex Tool Group, LLC · Maryland · Manufacturing

$6M in assets, 130 participants

Apex Tool Group, LLC's Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees reported $6M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #8,275 in Manufacturing (20,602 peers)

Coverage in Maryland

Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees covers 130 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $6M.

#8,275
in Manufacturing (20,602 peers)
-14.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees's mid-pack asset rank among Manufacturing and all filers

Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees vs every filed plan by assets

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

$6,270,038 Top 45% higher than 55% 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 Individual Account Retirement Plan for Bargaining Unit Employees 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 Tool Group Individual Account Retirement Plan for Bargaining Unit Employees sits mid-pack in the medium band (130 participants).

Published 5500 schedule card

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

Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees · $6M · 130 · 55th

  • SCH $6M
  • EBSA 130
  • PART 55th
  • TYPE 401(k)
  • NET near St. James Hospital 401(k) Plan
  • BOOK ind #8275

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 Individual Account Retirement Plan for Bargaining Unit Employees in the asset neighbourhood

Apex Tool Group Individual Account Retirement Plan for Bargaining Unit EmployeesApex Tool Group Individual A…$6MSt. James Hospital 401(k) PlanSt. James Hospital 401(k) Pl…$6MCemline Corporation Salaried Employees 401(k)/Profit Sharing PlanCemline Corporation Salaried…$6MCentury Next Bank 401(k) Plan$6MBridgepoint Healthcare 401(k) PlanBridgepoint Healthcare 401(k…$6M
End-of-year total assets ($M) among Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN271996059
Plan Effective Date2010-06-30
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 Individual Account Retirement Plan for Bargaining Unit Employees vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees, Total assets ($B): 0.006270038 · Participants: 130Apex Tool Group Individual Account Retirement Plan for Bargaining Unit EmployeesLockheed 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 Individual Account Retirement Plan for Bargaining Unit Employees vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees side-by-side with 3 peers →

Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is St. James Hospital 401(k) Plan in NY ($6M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Individual Account Retirement Plan for Bargaining Unit Employees assets move in 2022? ▼
Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees pulled back noticeably - down 14.8% during 2022, from $7M to $6M. Reported net income was -$1M.
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.
Which 401(k) plans are similar in size to Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees? ▼
Among 401(k) plans in other states, the closest by assets is St. James Hospital 401(k) Plan in NY ($6M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K 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.