401(k) · DOL Form 5500 · 2022

Apercen Partners LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
196
Participants Below avg headcount
75th
Percentile by assets National rank
$90,929
Avg per participant Below avg balance/head
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Official DOL plan name: Apercen Partners 401(k) Plan · Sponsored by Apercen Partners LLC · California · Professional & Technical Services

$18M in assets, 196 participants

Apercen Partners LLC's Apercen Partners 401(k) Plan reported $18M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,281 in Professional & Technical Services (21,562 peers)

Coverage in California

Apercen Partners 401(k) Plan covers 196 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $18M.

#16,281
in Professional & Technical Services (21,562 peers)
+16.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Apercen Partners 401(k) Plan's outsized position by total assets

Apercen Partners 401(k) Plan vs every filed plan by assets

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

$17,822,029 Top 25% higher than 75% 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

Apercen Partners 401(k) Plan 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. Apercen Partners 401(k) Plan sits mid-pack in the medium band (196 participants).

DOL schedule card

Filing strip 262246506 · Apercen Partners LLC PY 2022 · 401(k)

Apercen Partners 401(k) Plan · $18M · 196 · 75th

  • VS-ST $18M
  • VS-ST 196
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near Saati Americas Corporation 401(k) Plan
  • VS-ST ind #16281

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 Professional & Technical Services retirement plans → · Plans in California →

Apercen Partners 401(k) Plan in the asset neighbourhood

Apercen Partners 401(k) Plan$18MSaati Americas Corporation 401(k) PlanSaati Americas Corporation 4…$18MJht Holdings, Inc. and Participating Employers 401(k) PlanJht Holdings, Inc. and Parti…$18MBelcan Services Group Limited Partnership Retirement Savings PlanBelcan Services Group Limite…$18MJohn J Jerue Truck Broker, Inc. 401(k) Profit Sharing Plan & TrustJohn J Jerue Truck Broker, I…$18M
End-of-year total assets ($M) among Apercen Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN262246506
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apercen Partners LLC)

Sponsor-wide plan assets over time

All Apercen Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 100.78576350650086% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17.8M $35.8M ▲ +100.8%
Year Plans Participants Total Assets
2022 1 196 $18M
2023 1 287 $27M
2024 1 369 $36M

Nearby 401(k) Plans in California

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

Apercen Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Apercen Partners 401(k) Plan, Total assets ($B): 0.017822029 · Participants: 196Apercen Partners 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Apercen Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Apercen Partners 401(k) Plan side-by-side with 3 peers →

Apercen Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Saati Americas Corporation 401(k) Plan in SC ($18M); by covered participants it is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Apercen Partners 401(k) Plan assets move in 2022? ▼
Apercen Partners 401(k) Plan grew sharply - up 16.7% during 2022, from $15M to $18M. Reported net income was $3M.
How have Apercen Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apercen Partners LLC's sponsor-wide assets grew 100.8%, from $18M to $36M.
Where does Apercen Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Apercen Partners 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Apercen Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saati Americas Corporation 401(k) Plan in SC ($18M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Apercen Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants, $3M 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 262246506.

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.