401(k) · DOL Form 5500 · 2022

Apple Tree Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
107
Participants Small participant base
48th
Percentile by assets National rank
$41,250
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apple Tree Enterprises, Inc. Profit Sharing Plan · Sponsored by Apple Tree Enterprises, Inc. · North Carolina · Retail Trade

$4M in assets, 107 participants

Apple Tree Enterprises, Inc.'s Apple Tree Enterprises, Inc. Profit Sharing Plan reported $4M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,480 in Retail Trade (9,519 peers)

Coverage in North Carolina

Apple Tree Enterprises, Inc. Profit Sharing Plan covers 107 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#5,480
in Retail Trade (9,519 peers)
-7.3%
assets change YoY

The plan reported a net loss of $349K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Apple Tree Enterprises, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Apple Tree Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,413,780 48th percentile higher than 48% 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

Apple Tree Enterprises, Inc. Profit Sharing 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. Apple Tree Enterprises, Inc. Profit Sharing Plan sits mid-pack in the medium band (107 participants).

EBSA filing schedule strip

Filing strip 561030082 · Apple Tree Enterprises, Inc. PY 2022 · 401(k)

Apple Tree Enterprises, Inc. Profit Sharing Plan · $4M · 107 · 48th

  • BOY $4M
  • SCH 107
  • EBSA 48th
  • PART 401(k)
  • TYPE near Living Care Lifestyles 401(k) Profit Sharing Plan
  • NET ind #5480

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 Retail Trade retirement plans → · Plans in North Carolina →

Apple Tree Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood

Apple Tree Enterprises, Inc. Profit Sharing PlanApple Tree Enterprises, Inc.…$4MLiving Care Lifestyles 401(k) Profit Sharing PlanLiving Care Lifestyles 401(k…$4MLund's Fisheries Inc 401(k) Employee Savings PlanLund's Fisheries Inc 401(k) …$4MGrimmway Enterprises, Inc. 401(k) Plan for Hourly EmployeesGrimmway Enterprises, Inc. 4…$4MDeva Concepts, LLC 401(k) PlanDeva Concepts, LLC 401(k) Pl…$4M
End-of-year total assets ($M) among Apple Tree Enterprises, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$349K
Employer EIN561030082
Plan Effective Date1973-10-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Tree Enterprises, Inc.)

Sponsor-wide plan assets over time

All Apple Tree Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.673558718377446% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.41M $5.41M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 107 $4M
2023 1 112 $4M
2024 1 125 $5M

Nearby 401(k) Plans in North Carolina

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

Apple Tree Enterprises, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Apple Tree Enterprises, Inc. Profit Sharing Plan, Total assets ($B): 0.00441378 · Participants: 107Apple Tree Enterprises, Inc. Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Apple Tree Enterprises, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Apple Tree Enterprises, Inc. Profit Sharing Plan side-by-side with 3 peers →

Apple Tree Enterprises, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Living Care Lifestyles 401(k) Profit Sharing Plan in WA ($4M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Apple Tree Enterprises, Inc. Profit Sharing Plan assets move in 2022? ▼
Apple Tree Enterprises, Inc. Profit Sharing Plan pulled back noticeably - down 7.3% during 2022, from $5M to $4M. Reported net income was -$349K.
How have Apple Tree Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Tree Enterprises, Inc.'s sponsor-wide assets grew 22.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Apple Tree Enterprises, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Living Care Lifestyles 401(k) Profit Sharing Plan in WA ($4M, 382 participants).
Which 401(k) plans cover a similar participant headcount to Apple Tree Enterprises, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, N/A 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 561030082.

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.