401(k) · DOL Form 5500 · 2022

Apple Health Care, Inc. 401(k) Plan

Data updated 2026-08-11

$64M
Total assets
2,648
Participants
90th
Percentile by assets
$24,099
Avg per participant
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Official DOL plan name: Apple Health Care, Inc. 401(k) Security Express · Sponsored by Apple Health Care, Inc. · Connecticut · Healthcare & Social Assistance

$64M in assets, 2,648 participants

Apple Health Care, Inc.'s Apple Health Care, Inc. 401(k) Security Express reported $64M in total assets and 2,648 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #18,334 in Healthcare & Social Assistance (20,060 peers)

Coverage in Connecticut

Apple Health Care, Inc. 401(k) Security Express covers 2,648 participants in Connecticut, 3.7x the typical Connecticut plan (state average ~718 per filing). Assets: $64M.

$64M
total plan assets (2022 EOY)
2,648
covered participants
90th
percentile by assets (of 139,126 plans)
$24,099
avg assets per participant

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Apple Health Care, Inc. 401(k) Security Express sits by total assets

Apple Health Care, Inc. 401(k) Security Express vs every filed plan by assets

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

$63,815,331 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Apple Health Care, Inc. 401(k) Security Express reports 2,648 participants - 3.7x that state average ($64M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$64M
Net Income-$16M
Employer EIN061174705
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Health Care, Inc.)

$60M$70M$80M$90M 202220232024 $63.8M $86.4M ▲ +35.4%
Total plan assets by year, all Apple Health Care, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,648 $64M
2023 1 2,641 $77M
2024 1 2,752 $86M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Apple Health Care, Inc. 401(k) Security Express vs. nearby 401(k) plans in Connecticut, assets vs. participants

Apple Health Care, Inc. 401(k) Security Express vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Apple Health Care, I…United Technologies …GE Retirement Saving…Citi Retirement Savi…The Hartford Investm…Xerox Corporation Sa…
Apple Health Care, Inc. 401(k) Security Express vs. nearby 401(k) plans in Connecticut, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Apple Health Care, Inc. 401(k) Security Express by total assets, not by location.

Frequently Asked Questions

How did Apple Health Care, Inc. 401(k) Security Express assets move in 2022?
Apple Health Care, Inc. 401(k) Security Express declined sharply - down 20.0% during 2022, from $80M to $64M. Reported net income was -$16M.
How have Apple Health Care, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Apple Health Care, Inc.'s sponsor-wide assets grew 35.4%, from $64M to $86M.
Where does Apple Health Care, Inc. 401(k) Security Express rank by assets among Form 5500 filers?
Apple Health Care, Inc. 401(k) Security Express ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Apple Health Care, Inc. 401(k) Security Express?
Among 401(k) plans in other states, the closest by assets is Insmed, Inc. 401(k) Plan and Trust in NJ ($64M, 461 participants).

Next read for Apple Health Care, Inc. 401(k) Security …

Filing takeaways

Ways to act on Apple Health Care, Inc. 401(k) Security Express's numbers.