401(k) · DOL Form 5500 · 2023

Apogee Medical Management Inc 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
991
Participants Near avg headcount
92nd
Percentile by assets National rank
$122,113
Avg per participant Near avg balance/head
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Official DOL plan name: Apogee Medical Group Inc 401(k) Plan · Sponsored by Apogee Medical Management Inc · Arizona · Healthcare & Social Assistance

$121M in assets, 991 participants

Apogee Medical Management Inc's Apogee Medical Group Inc 401(k) Plan reported $121M in total assets and 991 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,518 in Healthcare & Social Assistance (17,684 peers)

Where Apogee Medical Group Inc 401(k) Plan sits by assets

Apogee Medical Group Inc 401(k) Plan sits in the top 10% of all filed plans by assets, $121M for 991 participants (~$122,113/participant), up 26.0% in 2023.

#16,518
in Healthcare & Social Assistance (17,684 peers)
+26.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Apogee Medical Group Inc 401(k) Plan's outsized position by total assets

Apogee Medical Group Inc 401(k) Plan vs every filed plan by assets

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

$121,013,903 Top 8% higher than 92% 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

Apogee Medical Group Inc 401(k) 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. Apogee Medical Group Inc 401(k) Plan sits mid-pack in the medium band (991 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apogee Medical Group Inc 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Apogee Medical Group Inc 401(k) Plan end-of-year assets rose from $96M in the plan year 2022 filing to $121M in the plan year 2023 filing.
  • Apogee Medical Group Inc 401(k) Plan reported participants fell from 1,018 in the plan year 2022 filing to 991 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431974753 · Apogee Medical Management Inc PY 2023 · 401(k)

Apogee Medical Group Inc 401(k) Plan · $121M · 991 · 92nd

  • IND $121M
  • EOY 991
  • 5500 92nd
  • ASSETS 401(k)
  • PCT near Material 401(k) Profit Sharing Plan
  • EIN ind #16518

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 Arizona →

Apogee Medical Group Inc 401(k) Plan in the asset neighbourhood

Pinebridge 401(k) Retirement Savings PlanPinebridge 401(k) Retirement…$121MMaterial 401(k) Profit Sharing PlanMaterial 401(k) Profit Shari…$121MApogee Medical Group Inc 401(k) PlanApogee Medical Group Inc 401…$121MEssex Portfolio L.P. 401(k) PlanEssex Portfolio L.P. 401(k) …$121MThe California Commerce Club, Inc. Retirement Savings PlanThe California Commerce Club…$121M
End-of-year total assets ($M) among Apogee Medical Group Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$121M
Net Income$25M
Employer EIN431974753
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apogee Medical Management Inc)

Sponsor-wide plan assets over time

All Apogee Medical Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$139M 45.20136197375415% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $96.1M $139M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 1,018 $96M
2023 1 991 $121M
2024 1 1,048 $139M

Nearby 401(k) Plans in Arizona

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

Apogee Medical Group Inc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Apogee Medical Group Inc 401(k) Plan, Total assets ($B): 0.121013903 · Participants: 991Apogee Medical Group Inc 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Apogee Medical Group Inc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Apogee Medical Group Inc 401(k) Plan side-by-side with 3 peers →

Apogee Medical Group Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Material 401(k) Profit Sharing Plan in CA ($121M); by covered participants it is Werner Co. Employee Savings Plan in PA (991 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121M here).

Similar participant headcount

Nearest other-state filings by covered participants (991 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 Apogee Medical Group Inc 401(k) Plan assets move in 2023? ▼
Apogee Medical Group Inc 401(k) Plan grew sharply - up 26.0% during 2023, from $96M to $121M. Reported net income was $25M.
How have Apogee Medical Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apogee Medical Management Inc's sponsor-wide assets grew 45.2%, from $96M to $139M.
Where does Apogee Medical Group Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Apogee Medical Group Inc 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Apogee Medical Group Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Material 401(k) Profit Sharing Plan in CA ($121M, 1,248 participants).
Which 401(k) plans cover a similar participant headcount to Apogee Medical Group Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Werner Co. Employee Savings Plan in PA (991 participants, $89M 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 431974753.

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.