401(k) · DOL Form 5500 · 2023

Apex Logistics, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 276
Participants Below avg headcount: 56th
Percentile by assets National rank: $32,339
Avg per participant Low balance/head

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Official DOL plan name: Apex Logistics, LLC 401(k) Plan · Sponsored by Apex Logistics, LLC · California · Transportation & Warehousing

$9M in assets, 276 participants

Apex Logistics, LLC's Apex Logistics, LLC 401(k) Plan reported $9M in total assets and 276 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

#1,913 in Transportation & Warehousing (3,362 peers)

Coverage in California

Apex Logistics, LLC 401(k) Plan covers 276 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $9M.

#1,913
in Transportation & Warehousing (3,362 peers): +3.1%
assets growth YoY

Apex Logistics, LLC 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Apex Logistics, LLC 401(k) Plan vs every filed plan by assets

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

$8,925,599 Top 44% higher than 56% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Apex Logistics, LLC 401(k) Plan 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. Apex Logistics, LLC 401(k) Plan sits mid-pack in the medium band (276 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Apex Logistics, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $267K in the plan year 2023 filing.
Apex Logistics, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Apex Logistics, LLC 401(k) Plan reported participants fell from 284 in the plan year 2022 filing to 276 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 510660474 · Apex Logistics, LLC PY 2023 · 401(k)

Apex Logistics, LLC 401(k) Plan · $9M · 276 · 56th

TYPE $9M
NET 276
BOOK 56th
VS-ST 401(k)
BOY near Wagner Industries, LLC 401(k) Retirement Plan
SCH ind #1913

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 Transportation & Warehousing retirement plans → · Plans in California →

End-of-year total assets ($M) among Apex Logistics, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$9M
Net Income	$267K
Employer EIN	510660474
Plan Effective Date	1985-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Apex Logistics, LLC)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	284	$9M
2023	1	276	$9M
2024	1	232	N/A

Nearby 401(k) Plans in California

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

Apex Logistics, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Apex Logistics, LLC 401(k) Plan side-by-side with 3 peers →

Apex Logistics, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wagner Industries, LLC 401(k) Retirement Plan in MO ($9M); by covered participants it is Deciphera 401(k) Plan in MA (276 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Wagner Industries, LLC 401(k) Retirement Plan (MO) $9M · 452
Mosaic Companies, LLC 401(k) Plan (FL) $9M · 289
US Fitness Holdings, LLC 401(k) Profit Sharing Plan (VA) $9M · 870
403(b) Thrift Plan of Gulfstream Goodwill, Inc. (FL) $9M · 839

Similar participant headcount

Nearest other-state filings by covered participants (276 participants); asset peers above are excluded.

Deciphera 401(k) Plan (MA) 276 · 0 off
Sojern, Inc. 401(k) Plan (NE) 276 · 0 off
Rydell 401(k) Plan (ND) 276 · 0 off
Refined Technologies 401(k) Plan (TX) 276 · 0 off

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 Apex Logistics, LLC 401(k) Plan assets move in 2023? ▼

Apex Logistics, LLC 401(k) Plan edged up modestly - up 3.1% during 2023, from $9M to $9M. Reported net income was $267K.

Which 401(k) plans are similar in size to Apex Logistics, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wagner Industries, LLC 401(k) Retirement Plan in MO ($9M, 452 participants).

Which 401(k) plans cover a similar participant headcount to Apex Logistics, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Deciphera 401(k) Plan in MA (276 participants, $45M 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 510660474.