401(k) · DOL Form 5500 · 2023

Herb Apotheker, Inc. 401(k) Plan

Data updated 2026-08-25

$8K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$8,280
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Herb Apotheker Invvestment Plan · Sponsored by Herb Apotheker, Inc. · Florida · Retail Trade

$8K in assets, 1 participants

Herb Apotheker, Inc.'s Herb Apotheker Invvestment Plan reported $8K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #167 in Retail Trade (8,414 peers)

Herb Apotheker, Inc. multi-year trail

Herb Apotheker, Inc.'s plans moved -99.9% in assets from 2022 to 2024; this filing shows Herb Apotheker Invvestment Plan at $8K / 1 participant.

#167
in Retail Trade (8,414 peers)
-91.1%
assets change YoY

The plan reported a net loss of $85K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herb Apotheker Invvestment Plan among the smaller filed plans by assets

Herb Apotheker Invvestment Plan vs every filed plan by assets

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

$8,280 1st percentile higher than 1% 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

Herb Apotheker Invvestment Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herb Apotheker Invvestment Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herb Apotheker Invvestment Plan reported net income fell from -$13K in the plan year 2022 filing to -$85K in the plan year 2023 filing.
  • Herb Apotheker Invvestment Plan end-of-year assets fell from $93K in the plan year 2022 filing to $8K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 842615813 · Herb Apotheker, Inc. PY 2023 · 401(k)

Herb Apotheker Invvestment Plan · $8K · 1 · 1st

  • EOY $8K
  • EOY 1
  • EOY 1st
  • EOY 401(k)
  • EOY near Cairn Ventures Corp 401(k) Plan
  • EOY ind #167

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 Florida →

Herb Apotheker Invvestment Plan in the asset neighbourhood

Herb Apotheker Invvestment PlanHerb Apotheker Invvestment P…$8KCairn Ventures Corp 401(k) PlanCairn Ventures Corp 401(k) P…$8KJ2ke Inc. 401(k) Plan$8KHigher Solutions. Inc. 401(k) PlanHigher Solutions. Inc. 401(k…$8KD&a Professionals, Inc. 401(k) Profit Sharing PlanD&a Professionals, Inc. 401(…$8K
End-of-year total assets ($M) among Herb Apotheker Invvestment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Herb Apotheker, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Herb Apotheker, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$109 99.8831362374157% vs 2022
2024 filing year
$0M$0.05M$0.1M 202220232024 $0.09M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $93K
2023 1 1 $8K
2024 1 1 $109

Herb Apotheker, Inc. filing trail (2023)

Total Assets (Beginning of Year)$93K
Net Assets (End of Year)$8K
Net Income-$85K
Employer EIN842615813
Plan Effective Date2019-09-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Herb Apotheker Invvestment Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Herb Apotheker Invvestment Plan, Total assets ($B): 0.00000828 · Participants: 1Herb Apotheker Invvestment PlanL3harris 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
Herb Apotheker Invvestment Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Herb Apotheker Invvestment Plan side-by-side with 3 peers →

Herb Apotheker Invvestment Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cairn Ventures Corp 401(k) Plan in WA ($8K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Herb Apotheker Invvestment Plan assets move in 2023? ▼
Herb Apotheker Invvestment Plan contracted severely - down 91.1% during 2023, from $93K to $8K. Reported net income was -$85K.
How have Herb Apotheker, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herb Apotheker, Inc.'s sponsor-wide assets declined 99.9%, from $93K to $109.
Where does Herb Apotheker Invvestment Plan rank by assets among Form 5500 filers? ▼
Herb Apotheker Invvestment Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Herb Apotheker Invvestment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cairn Ventures Corp 401(k) Plan in WA ($8K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Herb Apotheker Invvestment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 842615813.

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.