401(k) · DOL Form 5500 · 2023

Apoyo Financiero, Inc. 401(k) Plan

Data updated 2026-08-25

$820K
Total assets Small plan by assets
164
Participants Small participant base
22nd
Percentile by assets National rank
$5,002
Avg per participant Low balance/head
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Official DOL plan name: Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Apoyo Financiero, Inc. · California · Other Services

$820K in assets, 164 participants

Apoyo Financiero, Inc.'s Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust reported $820K in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,583 in Other Services (7,857 peers)

Coverage in California

Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust covers 164 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $820K.

#3,583
in Other Services (7,857 peers)
+24.3%
assets growth YoY

Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$820,383 22nd percentile higher than 22% 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

Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and 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. Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$84K in the plan year 2022 filing to $160K in the plan year 2023 filing.
  • Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $660K in the plan year 2022 filing to $820K in the plan year 2023 filing.
  • Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 216 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205579499 · Apoyo Financiero, Inc. PY 2023 · 401(k)

Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust · $820K · 164 · 22nd

  • SCH $820K
  • SCH 164
  • SCH 22nd
  • SCH 401(k)
  • SCH near Jessup & Associates, Inc. Safe Harbor 401(k) Plan
  • SCH ind #3583

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 Other Services retirement plans → · Plans in California →

Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and TrustApoyo Financiero, Inc. 401(k…$820KJessup & Associates, Inc. Safe Harbor 401(k) PlanJessup & Associates, Inc. Sa…$820KCherry Creek Educators Retirement PlanCherry Creek Educators Retir…$821KCarbon Oral Associates PC 401(k) Retirement PlanCarbon Oral Associates PC 40…$821KBenhaba Inc. 401(k) Plan$821K
End-of-year total assets ($M) among Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$660K
Net Assets (End of Year)$820K
Net Income$160K
Employer EIN205579499
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apoyo Financiero, Inc.)

Sponsor-wide plan assets over time

All Apoyo Financiero, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$970K 47.005048768406496% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.66M $0.97M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 216 $660K
2023 1 164 $820K
2024 1 127 $970K

Nearby 401(k) Plans in California

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

Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000820383 · Participants: 164Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jessup & Associates, Inc. Safe Harbor 401(k) Plan in TN ($820K); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($820K here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 24.3% during 2023, from $660K to $820K. Reported net income was $160K.
How have Apoyo Financiero, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apoyo Financiero, Inc.'s sponsor-wide assets grew 47.0%, from $660K to $970K.
Where does Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jessup & Associates, Inc. Safe Harbor 401(k) Plan in TN ($820K, 27 participants).
Which 401(k) plans cover a similar participant headcount to Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 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 205579499.

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.