ESOP · DOL Form 5500 · 2023

Apex Plumbing, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
31st
Percentile by assets National rank
$63,875
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apex Plumbing, Inc. Employee Stock Ownership Plan · Sponsored by Apex Plumbing, Inc. · Colorado · Construction

$2M in assets, 32 participants

Apex Plumbing, Inc.'s Apex Plumbing, Inc. Employee Stock Ownership Plan reported $2M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,569 in Construction (9,030 peers)

Apex Plumbing, Inc. multi-year trail

Apex Plumbing, Inc.'s plans moved +42.9% in assets from 2022 to 2023; this filing shows Apex Plumbing, Inc. Employee Stock Ownership Plan at $2M / 32 participants.

#2,569
in Construction (9,030 peers)
+42.9%
assets growth YoY

Apex Plumbing, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Apex Plumbing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,044,006 31st percentile higher than 31% 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

Apex Plumbing, Inc. Employee Stock Ownership 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. Apex Plumbing, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apex Plumbing, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $759K in the plan year 2023 filing.
  • Apex Plumbing, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841298937 · Apex Plumbing, Inc. PY 2023 · ESOP

Apex Plumbing, Inc. Employee Stock Ownership Plan · $2M · 32 · 31st

  • EIN $2M
  • EIN 32
  • EIN 31st
  • EIN ESOP
  • EIN near Belden Brick & Supply Employee Stock Ownership Plan
  • EIN ind #2569

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 What is an ESOP? → · Plans in Colorado →

Apex Plumbing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fsc Bancshares, Inc. Employee Stock Ownership Plan and TrustFsc Bancshares, Inc. Employe…$2MApex Plumbing, Inc. Employee Stock Ownership PlanApex Plumbing, Inc. Employee…$2MBelden Brick & Supply Employee Stock Ownership PlanBelden Brick & Supply Employ…$2MKurmac, Inc. Employee Stock Ownership Plan and TrustKurmac, Inc. Employee Stock …$2MR-Keough Construction, Inc. Employee Stock Ownership PlanR-Keough Construction, Inc. …$2M
End-of-year total assets ($M) among Apex Plumbing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Apex Plumbing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Apex Plumbing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.93688278231001% vs 2022
2023 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 20222023 $1.43M $2.04M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 32 $1M
2023 1 32 $2M

Apex Plumbing, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$1M
Net Income$759K
Employer EIN841298937
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

Peer ESOP plans, same state, same plan type, ranked by total assets.

Apex Plumbing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Apex Plumbing, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.044006 · Participants: 32Apex Plumbing, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Apex Plumbing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Apex Plumbing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Apex Plumbing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Belden Brick & Supply Employee Stock Ownership Plan in MI ($2M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Apex Plumbing, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Apex Plumbing, Inc. Employee Stock Ownership Plan surged - up 42.9% during 2023, from $1M to $2M. Reported net income was $759K.
How have Apex Plumbing, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Apex Plumbing, Inc.'s sponsor-wide assets grew 42.9%, from $1M to $2M.
Which ESOP plans are similar in size to Apex Plumbing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Belden Brick & Supply Employee Stock Ownership Plan in MI ($2M, 28 participants).
Which ESOP plans cover a similar participant headcount to Apex Plumbing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K 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 841298937.

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.