401(k) · DOL Form 5500 · 2023

Apex Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$187K
Total assets Small plan by assets
4
Participants Small participant base
10th
Percentile by assets National rank
$46,656
Avg per participant Low balance/head
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Official DOL plan name: Apex Insurance Group Retirement Plan · Sponsored by Apex Insurance Group, Inc. · Colorado · Finance & Insurance

$187K in assets, 4 participants

Apex Insurance Group, Inc.'s Apex Insurance Group Retirement Plan reported $187K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #531 in Finance & Insurance (8,869 peers)

2023 asset change

Apex Insurance Group Retirement Plan grew at a solid clip 10.6% in 2023 ($169K → $187K) for 4 participants.

#531
in Finance & Insurance (8,869 peers)
+10.6%
assets growth YoY

Apex Insurance Group Retirement Plan among the smaller filed plans by assets

Apex Insurance Group Retirement Plan vs every filed plan by assets

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

$186,623 10th percentile higher than 10% 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 Insurance Group Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apex Insurance Group Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apex Insurance Group Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Apex Insurance Group Retirement Plan end-of-year assets rose from $169K in the plan year 2022 filing to $187K in the plan year 2023 filing.
  • Apex Insurance Group Retirement Plan reported net income rose from $16K in the plan year 2022 filing to $18K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 853796401 · Apex Insurance Group, Inc. PY 2023 · 401(k)

Apex Insurance Group Retirement Plan · $187K · 4 · 10th

  • SCH $187K
  • EBSA 4
  • PART 10th
  • TYPE 401(k)
  • NET near Customer First Painting Incorporated 401(k) Profit Sharing Plan
  • BOOK ind #531

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 Finance & Insurance retirement plans → · Plans in Colorado →

Apex Insurance Group Retirement Plan in the asset neighbourhood

Apex Insurance Group Retirement PlanApex Insurance Group Retirem…$187KCustomer First Painting Incorporated 401(k) Profit Sharing PlanCustomer First Painting Inco…$187KBryant Drive Investments, Inc. 401(k) PlanBryant Drive Investments, In…$187KSam Building Development, Inc. 401(k) PlanSam Building Development, In…$187KBear Lake Sunrise, Inc. 401(k) PlanBear Lake Sunrise, Inc. 401(…$187K
End-of-year total assets ($M) among Apex Insurance Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Apex Insurance Group, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Apex Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$171K 1.1139486517073633% vs 2022
2024 filing year
$0.16M$0.17M$0.18M$0.19M$0.2M 202220232024 $0.17M $0.17M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $169K
2023 1 4 $187K
2024 1 3 $171K

2023 asset-move particulars

Total Assets (Beginning of Year)$169K
Net Assets (End of Year)$187K
Net Income$18K
Employer EIN853796401
Plan Effective Date2020-11-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Apex Insurance Group Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Apex Insurance Group Retirement Plan, Total assets ($B): 0.000186623 · Participants: 4Apex Insurance Group Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Apex Insurance Group Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Apex Insurance Group Retirement Plan side-by-side with 3 peers →

Apex Insurance Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Customer First Painting Incorporated 401(k) Profit Sharing Plan in MA ($187K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Insurance Group Retirement Plan assets move in 2023? ▼
Apex Insurance Group Retirement Plan grew at a solid clip - up 10.6% during 2023, from $169K to $187K. Reported net income was $18K.
How have Apex Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Insurance Group, Inc.'s sponsor-wide assets grew 1.1%, from $169K to $171K.
Where does Apex Insurance Group Retirement Plan rank by assets among Form 5500 filers? ▼
Apex Insurance Group Retirement Plan ranks in the 10th 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 Apex Insurance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Customer First Painting Incorporated 401(k) Profit Sharing Plan in MA ($187K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Apex Insurance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 853796401.

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.