401(k) · DOL Form 5500 · 2023

Apple Tree Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
112
Participants Small participant base
42nd
Percentile by assets National rank
$38,898
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apple Tree Enterprises, Inc. Profit Sharing Plan · Sponsored by Apple Tree Enterprises, Inc. · North Carolina · Retail Trade

$4M in assets, 112 participants

Apple Tree Enterprises, Inc.'s Apple Tree Enterprises, Inc. Profit Sharing Plan reported $4M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,416 in Retail Trade (8,414 peers)

Coverage in North Carolina

Apple Tree Enterprises, Inc. Profit Sharing Plan covers 112 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#4,416
in Retail Trade (8,414 peers)
-1.3%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Apple Tree Enterprises, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Apple Tree Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,356,554 42nd percentile higher than 42% 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

Apple Tree Enterprises, Inc. Profit Sharing 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. Apple Tree Enterprises, Inc. Profit Sharing Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apple Tree Enterprises, Inc. Profit Sharing Plan reported net income rose from -$349K in the plan year 2022 filing to -$60K in the plan year 2023 filing.
  • Apple Tree Enterprises, Inc. Profit Sharing Plan reported participants rose from 107 in the plan year 2022 filing to 112 in the plan year 2023 filing.
  • Apple Tree Enterprises, Inc. Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561030082 · Apple Tree Enterprises, Inc. PY 2023 · 401(k)

Apple Tree Enterprises, Inc. Profit Sharing Plan · $4M · 112 · 42nd

  • PART $4M
  • TYPE 112
  • NET 42nd
  • BOOK 401(k)
  • VS-ST near Abarca Health Fl LLC Savings & Retirement Plan LLC Savings & Retirement Plan
  • BOY ind #4416

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 North Carolina →

Apple Tree Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood

Apple Tree Enterprises, Inc. Profit Sharing PlanApple Tree Enterprises, Inc.…$4MAbarca Health Fl LLC Savings & Retirement Plan LLC Savings & Retirement PlanAbarca Health Fl LLC Savings…$4MNymat Machine Tool Corp 401(k) Profit Sharing Plan and TrustNymat Machine Tool Corp 401(…$4MHokanson Companies, Inc. 401(k) PlanHokanson Companies, Inc. 401…$4MWet Willie's 401(k) Plan$4M
End-of-year total assets ($M) among Apple Tree Enterprises, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$60K
Employer EIN561030082
Plan Effective Date1973-10-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Tree Enterprises, Inc.)

Sponsor-wide plan assets over time

All Apple Tree Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.673558718377446% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.41M $5.41M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 107 $4M
2023 1 112 $4M
2024 1 125 $5M

Nearby 401(k) Plans in North Carolina

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

Apple Tree Enterprises, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Apple Tree Enterprises, Inc. Profit Sharing Plan, Total assets ($B): 0.004356554 · Participants: 112Apple Tree Enterprises, Inc. Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Apple Tree Enterprises, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Apple Tree Enterprises, Inc. Profit Sharing Plan side-by-side with 3 peers →

Apple Tree Enterprises, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Abarca Health Fl LLC Savings & Retirement Plan LLC Savings & Retirement Plan in PR ($4M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Apple Tree Enterprises, Inc. Profit Sharing Plan assets move in 2023? ▼
Apple Tree Enterprises, Inc. Profit Sharing Plan edged down modestly - down 1.3% during 2023, from $4M to $4M. Reported net income was -$60K.
How have Apple Tree Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Tree Enterprises, Inc.'s sponsor-wide assets grew 22.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Apple Tree Enterprises, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abarca Health Fl LLC Savings & Retirement Plan LLC Savings & Retirement Plan in PR ($4M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Apple Tree Enterprises, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A 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 561030082.

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.