401(k) · DOL Form 5500 · 2023

Az Apice Capital Management Ll 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
26th
Percentile by assets National rank
$226,756
Avg per participant Above avg balance/head
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Official DOL plan name: Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust · Sponsored by Az Apice Capital Management Ll · Florida · Finance & Insurance

$1M in assets, 6 participants

Az Apice Capital Management Ll's Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,549 in Finance & Insurance (8,869 peers)

Az Apice Capital Management Ll multi-year trail

Az Apice Capital Management Ll's plans moved +48.1% in assets from 2022 to 2024; this filing shows Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust at $1M / 6 participants.

#1,549
in Finance & Insurance (8,869 peers)
+22.8%
assets growth YoY

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,360,538 26th percentile higher than 26% 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

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust reported net income rose from $197K in the plan year 2022 filing to $253K in the plan year 2023 filing.
  • Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 475360150 · Az Apice Capital Management Ll PY 2023 · 401(k)

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust · $1M · 6 · 26th

  • EOY $1M
  • 5500 6
  • ASSETS 26th
  • PCT 401(k)
  • EIN near Src Engineers, Inc. 401(k) Plan
  • RANK ind #1549

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 Florida →

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & TrustAz Apice Capital Management …$1MSrc Engineers, Inc. 401(k) PlanSrc Engineers, Inc. 401(k) P…$1MSisuc 401(k) Plan$1MElkinton Enterprises, Inc. 401(k) PlanElkinton Enterprises, Inc. 4…$1MCalifornia Broadband & Video AssociationCalifornia Broadband & Video…$1M
End-of-year total assets ($M) among Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Az Apice Capital Management Ll multi-year asset trail

Sponsor-wide plan assets over time

All Az Apice Capital Management Ll plans reported in each filing year

Latest sponsor-wide plan assets
$2M 48.051303388005564% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.11M $1.64M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 6 $1M
2024 1 4 $2M

Az Apice Capital Management Ll filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$253K
Employer EIN475360150
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001360538 · Participants: 6Az Apice Capital Management Ll 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Src Engineers, Inc. 401(k) Plan in LA ($1M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

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 Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust grew sharply - up 22.8% during 2023, from $1M to $1M. Reported net income was $253K.
How have Az Apice Capital Management Ll plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Az Apice Capital Management Ll's sponsor-wide assets grew 48.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Src Engineers, Inc. 401(k) Plan in LA ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 475360150.

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.