401(k) · DOL Form 5500 · 2023

Apex Analytix LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
298
Participants Below avg headcount
84th
Percentile by assets National rank
$142,349
Avg per participant Near avg balance/head
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Official DOL plan name: Apex Analytix 401(k) Profit Sharing Plan · Sponsored by Apex Analytix LLC · North Carolina · Professional & Technical Services

$42M in assets, 298 participants

Apex Analytix LLC's Apex Analytix 401(k) Profit Sharing Plan reported $42M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,208 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Apex Analytix 401(k) Profit Sharing Plan covers 298 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $42M.

#17,208
in Professional & Technical Services (20,321 peers)
+20.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Apex Analytix 401(k) Profit Sharing Plan's outsized position by total assets

Apex Analytix 401(k) Profit Sharing Plan vs every filed plan by assets

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

$42,419,857 Top 16% higher than 84% 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 Analytix 401(k) Profit Sharing Plan 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. Apex Analytix 401(k) Profit Sharing Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apex Analytix 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Apex Analytix 401(k) Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Apex Analytix 401(k) Profit Sharing Plan reported participants rose from 294 in the plan year 2022 filing to 298 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133559998 · Apex Analytix LLC PY 2023 · 401(k)

Apex Analytix 401(k) Profit Sharing Plan · $42M · 298 · 84th

  • BOY $42M
  • BOY 298
  • BOY 84th
  • BOY 401(k)
  • BOY near Thumbtack, Inc 401(k) Plan
  • BOY ind #17208

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Apex Analytix 401(k) Profit Sharing Plan in the asset neighbourhood

Apex Analytix 401(k) Profit Sharing PlanApex Analytix 401(k) Profit …$42MThumbtack, Inc 401(k) Plan$42MConcordance Healthcare Solutions 401(k) Retirement PlanConcordance Healthcare Solut…$42MMesserli & Kramer, P.a. Savings & Retirement PlanMesserli & Kramer, P.a. Savi…$42MKaiser Group International, Inc. Section 401(k) PlanKaiser Group International, …$42M
End-of-year total assets ($M) among Apex Analytix 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN133559998
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apex Analytix LLC)

Sponsor-wide plan assets over time

All Apex Analytix LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 27.11987384431603% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.3M $44.8M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 294 $35M
2023 1 298 $42M
2024 1 298 $45M

Nearby 401(k) Plans in North Carolina

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

Apex Analytix 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Apex Analytix 401(k) Profit Sharing Plan, Total assets ($B): 0.042419857 · Participants: 298Apex Analytix 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Apex Analytix 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Apex Analytix 401(k) Profit Sharing Plan side-by-side with 3 peers →

Apex Analytix 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Thumbtack, Inc 401(k) Plan in CA ($42M); by covered participants it is Silvertip Completion Services in TX (298 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Analytix 401(k) Profit Sharing Plan assets move in 2023? ▼
Apex Analytix 401(k) Profit Sharing Plan grew sharply - up 20.3% during 2023, from $35M to $42M. Reported net income was $7M.
How have Apex Analytix LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Analytix LLC's sponsor-wide assets grew 27.1%, from $35M to $45M.
Where does Apex Analytix 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Apex Analytix 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Apex Analytix 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thumbtack, Inc 401(k) Plan in CA ($42M, 642 participants).
Which 401(k) plans cover a similar participant headcount to Apex Analytix 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Silvertip Completion Services in TX (298 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 133559998.

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.