401(k) · DOL Form 5500 · 2023
American Portfolios Holdings, in 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 130
- Participants Small participant base
Official DOL plan name: American Portfolios Holdings, · Sponsored by American Portfolios Holdings, in · New York · Finance & Insurance
N/A in assets, 130 participants
American Portfolios Holdings, in's American Portfolios Holdings, reported N/A in total assets and 130 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in New York
American Portfolios Holdings, covers 130 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: N/A.
- -$933K
- reported net income
The plan reported a net loss of $933K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Portfolios Holdings, among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Portfolios Holdings, sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Portfolios Holdings, reported net income rose from -$3M in the plan year 2022 filing to -$933K in the plan year 2023 filing.
- American Portfolios Holdings, reported participants rose from 123 in the plan year 2022 filing to 130 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 113518385 · American Portfolios Holdings, in PY 2023 · 401(k)
American Portfolios Holdings, · N/A · 130
- EOY N/A
- EOY 130
- EOY PY 2023
- EOY 401(k)
- EOY near Animax Designs, Inc.
- EOY -$933K
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 Finance & Insurance retirement plans → · Plans in New York →
New York filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$933K |
| Employer EIN | 113518385 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Portfolios Holdings, in)
Sponsor-wide plan assets over time
All American Portfolios Holdings, in plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $15M |
| 2023 | 1 | 130 | N/A |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
American Portfolios Holdings,'s closest out-of-state 401(k) peers by headcount
Outside New York, the nearest 401(k) by covered participants is Animax Designs, Inc. in TN (130 participants; this filing: 130 participants).
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Animax Designs, Inc. (TN) 130 · 0 off
- The Neuro Behavioral Center for Growth LLC-401(k) Plan (UT) 130 · 0 off
- Marketsphere 401(k) Retirement Plan (NE) 130 · 0 off
- Kost Tire Distributors, Inc. Employee Savings Retirement Plan and Trust (PA) 130 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.