Defined Benefit (Pension) · DOL Form 5500 · 2023

Aapex Community Pharmacy, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
33rd
Percentile by assets National rank
$129,396
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aapex Community Pharmacy Defined Benefit Plan · Sponsored by Aapex Community Pharmacy, Inc. · Texas · Retail Trade

$2M in assets, 19 participants

Aapex Community Pharmacy, Inc.'s Aapex Community Pharmacy Defined Benefit Plan reported $2M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,762 in Retail Trade (8,414 peers)

2023 asset change

Aapex Community Pharmacy Defined Benefit Plan pulled back noticeably 9.5% in 2023 ($3M → $2M) for 19 participants.

#3,762
in Retail Trade (8,414 peers)
-9.5%
assets change YoY

The plan reported a net loss of $259K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aapex Community Pharmacy Defined Benefit Plan among the smaller filed plans by assets

Aapex Community Pharmacy Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,458,519 33rd percentile higher than 33% of 127,068 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 2023

Aapex Community Pharmacy Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aapex Community Pharmacy Defined Benefit Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aapex Community Pharmacy Defined Benefit Plan reported net income fell from -$35K in the plan year 2022 filing to -$259K in the plan year 2023 filing.
  • Aapex Community Pharmacy Defined Benefit Plan reported participants rose from 15 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Aapex Community Pharmacy Defined Benefit Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421601881 · Aapex Community Pharmacy, Inc. PY 2023 · Defined Benefit (Pension)

Aapex Community Pharmacy Defined Benefit Plan · $2M · 19 · 33rd

  • VS-ST $2M
  • BOY 19
  • SCH 33rd
  • EBSA Defined Benefit (Pension)
  • PART near Pepsi-Cola Hourly Employees' Retirement Plan
  • TYPE ind #3762

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 Texas →

Aapex Community Pharmacy Defined Benefit Plan in the asset neighbourhood

Aapex Community Pharmacy Defined Benefit PlanAapex Community Pharmacy Def…$2MPepsi-Cola Hourly Employees' Retirement PlanPepsi-Cola Hourly Employees'…$2MJosiane Lederman, M. D. , P. C. Cash Balance PlanJosiane Lederman, M. D. , P.…$2MW. Steven Heise Defined Benefit Pension PlanW. Steven Heise Defined Bene…$2MEbms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension PlanEbms, Inc. Dba Hermes Wealth…$2M
End-of-year total assets ($M) among Aapex Community Pharmacy Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Aapex Community Pharmacy, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Aapex Community Pharmacy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $2.72M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 15 $3M
2023 1 19 $2M
2024 1 19 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$259K
Employer EIN421601881
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Aapex Community Pharmacy Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Aapex Community Pharmacy Defined Benefit Plan, Total assets ($B): 0.002458519 · Participants: 19Aapex Community Pharmacy Defined Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Aapex Community Pharmacy Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Aapex Community Pharmacy Defined Benefit Plan side-by-side with 3 peers →

Aapex Community Pharmacy Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pepsi-Cola Hourly Employees' Retirement Plan in NY ($2M); by covered participants it is Daily Gazette Company Salaried Employees' Pension Plan in NY (19 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aapex Community Pharmacy Defined Benefit Plan assets move in 2023? ▼
Aapex Community Pharmacy Defined Benefit Plan pulled back noticeably - down 9.5% during 2023, from $3M to $2M. Reported net income was -$259K.
Which Defined Benefit (Pension) plans are similar in size to Aapex Community Pharmacy Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pepsi-Cola Hourly Employees' Retirement Plan in NY ($2M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aapex Community Pharmacy Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Daily Gazette Company Salaried Employees' Pension Plan in NY (19 participants, $11K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421601881.

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.