401(k) · DOL Form 5500 · 2023

Apex Heritage Group, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
436
Participants Below avg headcount
57th
Percentile by assets National rank
$21,112
Avg per participant Low balance/head
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Official DOL plan name: Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Apex Heritage Group, LLC · Texas · Management of Enterprises

$9M in assets, 436 participants

Apex Heritage Group, LLC's Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 436 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #410 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust ranks #410 of 1,137 2023 filers by assets (3862% of the sector average)-$9M for 436 participants.

#410
in Management of Enterprises (1,137 peers)
-19.8%
assets change YoY

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Management of Enterprises and all filers

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$9,204,703 Top 43% higher than 57% 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 Heritage Group, LLC 401(k) Profit Sharing Plan & Trust 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 Heritage Group, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (436 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$433K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $11M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 385 in the plan year 2022 filing to 436 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461669012 · Apex Heritage Group, LLC PY 2023 · 401(k)

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust · $9M · 436 · 57th

  • EBSA $9M
  • PART 436
  • TYPE 57th
  • NET 401(k)
  • BOOK near Tic International Corporation 401(k) Salary Reduction Plan
  • VS-ST ind #410

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 Management of Enterprises retirement plans → · Plans in Texas →

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Nostrum Laboratories 401(k) PlanNostrum Laboratories 401(k) …$9MApex Heritage Group, LLC 401(k) Profit Sharing Plan & TrustApex Heritage Group, LLC 401…$9MTic International Corporation 401(k) Salary Reduction PlanTic International Corporatio…$9MSealing Technologies Inc 401(k) Profit Sharing PlanSealing Technologies Inc 401…$9MMatouk Textile Works, Inc 401(k) PlanMatouk Textile Works, Inc 40…$9M
End-of-year total assets ($M) among Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN461669012
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apex Heritage Group, LLC)

Sponsor-wide plan assets over time

All Apex Heritage Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 53.384240320921684% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $11.5M $5.35M ▼ -53.4%
Year Plans Participants Total Assets
2022 1 385 $11M
2023 1 436 $9M
2024 1 253 $5M

Nearby 401(k) Plans in Texas

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

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.009204703 · Participants: 436Apex Heritage Group, LLC 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tic International Corporation 401(k) Salary Reduction Plan in IN ($9M); by covered participants it is Employ Source Inc. 401(k) Plan in IL (436 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (436 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 Heritage Group, LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust declined sharply - down 19.8% during 2023, from $11M to $9M. Reported net income was $2M.
How have Apex Heritage Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Heritage Group, LLC's sponsor-wide assets declined 53.4%, from $11M to $5M.
Which 401(k) plans are similar in size to Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tic International Corporation 401(k) Salary Reduction Plan in IN ($9M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Employ Source Inc. 401(k) Plan in IL (436 participants, $10M 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 461669012.

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.