401(k) · DOL Form 5500 · 2023

Aperion Care, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
2,845
Participants Above avg headcount
52nd
Percentile by assets National rank
$2,649
Avg per participant Low balance/head
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Official DOL plan name: Aperion Care 401(k) & Profit Sharing Plan · Sponsored by Aperion Care, Inc. · Illinois · Healthcare & Social Assistance

$8M in assets, 2,845 participants

Aperion Care, Inc.'s Aperion Care 401(k) & Profit Sharing Plan reported $8M in total assets and 2,845 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,251 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Aperion Care 401(k) & Profit Sharing Plan covers 2,845 participants in Illinois, 3.7x the typical Illinois plan (state average ~779 per filing). Assets: $8M.

#10,251
in Healthcare & Social Assistance (17,684 peers)
+32.4%
assets growth YoY

Aperion Care 401(k) & Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Aperion Care 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$7,537,059 Top 48% higher than 52% 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

Aperion Care 401(k) & Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aperion Care 401(k) & Profit Sharing Plan lands in the large band (2,845 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aperion Care 401(k) & Profit Sharing Plan reported net income rose from $81K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aperion Care 401(k) & Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Aperion Care 401(k) & Profit Sharing Plan reported participants rose from 2,569 in the plan year 2022 filing to 2,845 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 465646073 · Aperion Care, Inc. PY 2023 · 401(k)

Aperion Care 401(k) & Profit Sharing Plan · $8M · 2,845 · 52nd

  • ASSETS $8M
  • ASSETS 2,845
  • ASSETS 52nd
  • ASSETS 401(k)
  • ASSETS near Boardwalk Auto Center, Inc. Profit Sharing 401(k) Plan
  • ASSETS ind #10251

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Aperion Care 401(k) & Profit Sharing Plan in the asset neighbourhood

Aperion Care 401(k) & Profit Sharing PlanAperion Care 401(k) & Profit…$8MBoardwalk Auto Center, Inc. Profit Sharing 401(k) PlanBoardwalk Auto Center, Inc. …$8MShames-Makovsky Realty Company Profit Sharing PlanShames-Makovsky Realty Compa…$8MHartman Newspapers, L.P. 401(k) Profit Sharing PlanHartman Newspapers, L.P. 401…$8MLegal Aid Society of Middle Tennessee and the Cumberlands 401(k) PlanLegal Aid Society of Middle …$8M
End-of-year total assets ($M) among Aperion Care 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN465646073
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aperion Care, Inc.)

Sponsor-wide plan assets over time

All Aperion Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 142.7239935766606% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $5.69M $13.8M ▲ +142.7%
Year Plans Participants Total Assets
2022 1 2,569 $6M
2023 1 2,845 $8M
2024 1 3,464 $14M

Nearby 401(k) Plans in Illinois

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

Aperion Care 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Aperion Care 401(k) & Profit Sharing Plan, Total assets ($B): 0.007537059 · Participants: 2845Aperion Care 401(k) & Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Aperion Care 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Aperion Care 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Aperion Care 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Boardwalk Auto Center, Inc. Profit Sharing 401(k) Plan in CA ($8M); by covered participants it is Plumbers Local 68 Pension Plan of Defined Contribution Benefits in TX (2,846 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,845 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 Aperion Care 401(k) & Profit Sharing Plan assets move in 2023? ▼
Aperion Care 401(k) & Profit Sharing Plan surged - up 32.4% during 2023, from $6M to $8M. Reported net income was $2M.
How have Aperion Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aperion Care, Inc.'s sponsor-wide assets grew 142.7%, from $6M to $14M.
Which 401(k) plans are similar in size to Aperion Care 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boardwalk Auto Center, Inc. Profit Sharing 401(k) Plan in CA ($8M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Aperion Care 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plumbers Local 68 Pension Plan of Defined Contribution Benefits in TX (2,846 participants, $60M 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 465646073.

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.