Defined Benefit (Pension) · DOL Form 5500 · 2022
Apex Tool Group LLC Pension Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $116,634
- Avg per participant Below avg balance/head
Official DOL plan name: Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh · Sponsored by Apex Tool Group LLC · Maryland · Manufacturing
$13M in assets, 115 participants
Apex Tool Group LLC's Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh reported $13M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #12,263 in Manufacturing (20,602 peers)
Coverage in Maryland
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh covers 115 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $13M.
- #12,263
- in Manufacturing (20,602 peers)
- -21.3%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh's outsized position by total assets
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,412,936 Top 29% higher than 71% 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 Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh 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, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh sits mid-pack in the medium band (115 participants).
EBSA filing schedule strip
Filing strip 271996059 · Apex Tool Group LLC PY 2022 · Defined Benefit (Pension)
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh · $13M · 115 · 71st
- EBSA $13M
- PART 115
- TYPE 71st
- NET Defined Benefit (Pension)
- BOOK near Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan
- VS-ST ind #12263
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 Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$4M |
| Employer EIN | 271996059 |
| Plan Effective Date | 1960-12-31 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,753 | $272M |
| 2023 | 3 | 1,646 | $291M |
| 2024 | 3 | 1,389 | $297M |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.8B · 21,647
- National Automatic Sprinkler Industry Pension Fund $4.3B · 14,916
- Major League Baseball Players Pension Plan $4.2B · 1,041
- International Painters and Allied Trades Industry Pension Plan $3.9B · 50,952
- Bert Bell/Pete Rozelle Nfl Player Retirement Plan $3.7B · 2,587
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Alexandria Real Estate Equities, Inc. Cash Balance Pension Plan in CA ($13M); by covered participants it is Pension Plan for Hawaii Dental Service in HI (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 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.