401(k) · DOL Form 5500 · 2022
Apogee Medical Management Inc 401(k) Plan
Data updated 2026-08-25
- $96M
- Total assets Below avg plan size
- 1,018
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $94,367
- Avg per participant Below avg balance/head
Official DOL plan name: Apogee Medical Group Inc 401(k) Plan · Sponsored by Apogee Medical Management Inc · Arizona · Healthcare & Social Assistance
$96M in assets, 1,018 participants
Apogee Medical Management Inc's Apogee Medical Group Inc 401(k) Plan reported $96M in total assets and 1,018 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,772 in Healthcare & Social Assistance (20,060 peers)
Where Apogee Medical Group Inc 401(k) Plan sits by assets
Apogee Medical Group Inc 401(k) Plan sits in the top 10% of all filed plans by assets, $96M for 1,018 participants (~$94,367/participant), down 6.8% in 2022.
- #18,772
- in Healthcare & Social Assistance (20,060 peers)
- -6.8%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Apogee Medical Group Inc 401(k) Plan's outsized position by total assets
Apogee Medical Group Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$96,065,581 Top 7% higher than 93% 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
Apogee Medical Group Inc 401(k) 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. Apogee Medical Group Inc 401(k) Plan lands in the large band (1,018 participants).
EBSA filing schedule strip
Filing strip 431974753 · Apogee Medical Management Inc PY 2022 · 401(k)
Apogee Medical Group Inc 401(k) Plan · $96M · 1,018 · 93rd
- SCH $96M
- SCH 1,018
- SCH 93rd
- SCH 401(k)
- SCH near Carousel Industries of North America, Inc. 401(k) Plan and Trust
- SCH ind #18772
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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →
Apogee Medical Group Inc 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $96M |
| Net Income | -$7M |
| Employer EIN | 431974753 |
| Plan Effective Date | 2002-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apogee Medical Management Inc)
Sponsor-wide plan assets over time
All Apogee Medical Management Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $139M 45.20136197375415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,018 | $96M |
| 2023 | 1 | 991 | $121M |
| 2024 | 1 | 1,048 | $139M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Apogee Medical Group Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Carousel Industries of North America, Inc. 401(k) Plan and Trust in RI ($96M); by covered participants it is Stream Realty Partners 401(k) Savings Plan in TX (1,018 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,018 participants); asset peers above are excluded.
- Stream Realty Partners 401(k) Savings Plan (TX) 1,018 · 0 off
- Health Fitness Corporation 401(k) Savings Plan (IL) 1,018 · 0 off
- The Pew Charitable Trusts Savings Plan (PA) 1,018 · 0 off
- Miccosukee Tribe of Indians of Florida 401(k) Plan (FL) 1,018 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.