401(k) · DOL Form 5500 · 2023

Apex Shipping Nyc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 27
Participants Small participant base: 42nd
Percentile by assets National rank: $162,896
Avg per participant Above avg balance/head

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Official DOL plan name: Apex Shipping Nyc 401(k) Plan · Sponsored by Apex Shipping Nyc · New York · Transportation & Warehousing

$4M in assets, 27 participants

Apex Shipping Nyc's Apex Shipping Nyc 401(k) Plan reported $4M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#1,399 in Transportation & Warehousing (3,362 peers)

Apex Shipping Nyc multi-year trail

Apex Shipping Nyc's plans moved +31.2% in assets from 2022 to 2024; this filing shows Apex Shipping Nyc 401(k) Plan at $4M / 27 participants.

#1,399
in Transportation & Warehousing (3,362 peers): +37.1%
assets growth YoY

Apex Shipping Nyc 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Apex Shipping Nyc 401(k) Plan vs every filed plan by assets

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

$4,398,204 42nd percentile higher than 42% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Apex Shipping Nyc 401(k) 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 Shipping Nyc 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Apex Shipping Nyc 401(k) Plan reported net income rose from -$313K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Apex Shipping Nyc 401(k) Plan reported participants rose from 15 in the plan year 2022 filing to 27 in the plan year 2023 filing.
Apex Shipping Nyc 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204402994 · Apex Shipping Nyc PY 2023 · 401(k)

Apex Shipping Nyc 401(k) Plan · $4M · 27 · 42nd

BOOK $4M
BOOK 27
BOOK 42nd
BOOK 401(k)
BOOK near American Vision Windows Retirement Plan
BOOK ind #1399

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 Transportation & Warehousing retirement plans → · Plans in New York →

End-of-year total assets ($M) among Apex Shipping Nyc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Apex Shipping Nyc multi-year asset trail

Latest sponsor-wide plan assets: $4M 31.174558771900834% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	15	$3M
2023	1	27	$4M
2024	1	27	$4M

Apex Shipping Nyc filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	204402994
Plan Effective Date	2006-12-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Apex Shipping Nyc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Apex Shipping Nyc 401(k) Plan side-by-side with 3 peers →

Apex Shipping Nyc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is American Vision Windows Retirement Plan in CA ($4M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

American Vision Windows Retirement Plan (CA) $4M · 226
Horizon Imaging, PC Profit Sharing Plan (AL) $4M · 3
Forte Lab, Inc. 401(k) Plan (CA) $4M · 92
Cinc Systems, LLC 401(k) Plan (GA) $4M · 173

Similar participant headcount

Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.

Memo-Omega Manufacturing, Inc. 401(k) Plan (TX) 27 · 0 off
Jessup & Associates, Inc. Safe Harbor 401(k) Plan (TN) 27 · 0 off
Ecija-Sbgb, LLC Retirement & Savings Plan (PR) 27 · 0 off
Redeaux, Inc. 401(k) Profit Sharing Plan (CA) 27 · 0 off

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 Shipping Nyc 401(k) Plan assets move in 2023? ▼

Apex Shipping Nyc 401(k) Plan surged - up 37.1% during 2023, from $3M to $4M. Reported net income was $1M.

How have Apex Shipping Nyc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Apex Shipping Nyc's sponsor-wide assets grew 31.2%, from $3M to $4M.

Which 401(k) plans are similar in size to Apex Shipping Nyc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is American Vision Windows Retirement Plan in CA ($4M, 226 participants).

Which 401(k) plans cover a similar participant headcount to Apex Shipping Nyc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 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 204402994.