Apg Asset Management 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Apg Asset Management · New York · Finance & Insurance
What the 2023 filing shows
Apg Asset Management 401(k) Plan holds $124M for 181 participants — about $687,632 per participant, up 22.1% over the 2023 plan year.
- $124M
- total plan assets (2023 EOY)
- 181
- covered participants
- $687,632
- avg assets per participant
- +22.1%
- assets growth YoY
What the Filing Says About Apg Asset Management 401(k) Plan
Apg Asset Management 401(k) Plan is a Profit Sharing retirement plan sponsored by Apg Asset Management, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $124M in total end-of-year assets and covers 181 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 061285941, and the plan has been effective since 1999-03-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $102M at the beginning of 2023 to $124M at year-end — a gain of 22.1%. Net assets (after liabilities) closed the year at $124M, with reported net income of $23M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $102M |
| Total Assets (End of Year) | $124M |
| Net Assets (End of Year) | $124M |
| Net Income | $23M |
| Plan Type | Profit Sharing |
| Employer EIN | 061285941 |
| Plan Effective Date | 1999-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apg Asset Management)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $102M |
| 2023 | 1 | 181 | $124M |
| 2024 | 1 | 184 | $150M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration $4.9B · 10,107
- The Retirement Savings Plan $4.1B · 41,528
Related Data
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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 061285941.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.