401(k) · DOL Form 5500 · 2023
Apollo Management Holdings, LP 401(k) Plan
Data updated 2026-08-11
- $313M
- Total assets
- 1,699
- Participants
- 96th
- Percentile by assets
- $184,163
- Avg per participant
Official DOL plan name: Apollo Management Holdings, LP 401(k) Plan · Sponsored by Apollo Management Holdings, LP · Connecticut · Finance & Insurance
$313M in assets, 1,699 participants
Apollo Management Holdings, LP's Apollo Management Holdings, LP 401(k) Plan reported $313M in total assets and 1,699 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,321 in Finance & Insurance (8,869 peers)
Coverage in Connecticut
Apollo Management Holdings, LP 401(k) Plan covers 1,699 participants in Connecticut, 2.4x the typical Connecticut plan (state average ~718 per filing). Assets: $313M.
- $313M
- total plan assets (2023 EOY)
- 1,699
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $184,163
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Apollo Management Holdings, LP 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $86M in the plan year 2023 filing.
- Apollo Management Holdings, LP 401(k) Plan end-of-year assets rose from $227M in the plan year 2022 filing to $313M in the plan year 2023 filing.
- Apollo Management Holdings, LP 401(k) Plan reported participants rose from 1,435 in the plan year 2022 filing to 1,699 in the plan year 2023 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Apollo Management Holdings, LP 401(k) Plan reports 1,699 participants - 2.4x that state average ($313M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $227M |
|---|---|
| Net Assets (End of Year) | $313M |
| Net Income | $86M |
| Employer EIN | 208351069 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apollo Management Holdings, LP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,435 | $227M |
| 2023 | 1 | 1,699 | $313M |
| 2024 | 1 | 1,874 | $396M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Apollo Management Holdings, LP 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Apollo Management Holdings, LP 401(k) Plan by total assets, not by location.
- Conmed Corporation Retirement Savings Plan (FL) $313M · 2,002
- Cirrus Logic, Inc. 401(k) Profit Sharing Plan (TX) $313M · 1,092
- Delaware North Companies 401(k) Plan (NY) $313M · 7,796
- The Oregon Clinic, P.C. Retirement Plan (OR) $313M · 1,220
Frequently Asked Questions
How did Apollo Management Holdings, LP 401(k) Plan assets move in 2023? ▼
How have Apollo Management Holdings, LP plan assets changed over time? ▼
Where does Apollo Management Holdings, LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Apollo Management Holdings, LP 401(k) Plan? ▼
Next read for Apollo Management Holdings, LP 401(k) Pl…
Filing takeaways
Ways to act on Apollo Management Holdings, LP 401(k) Plan's numbers.
- By total assets, Apollo Management Holdings, LP 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Apollo Management Holdings, LP's sponsor-wide assets have grown 74.6% since 2022 across 3 plan years on file. More Finance & Insurance plans