401(k) · DOL Form 5500 · 2023

Apogee Medical Management Inc 401(k) Plan

Data updated 2026-08-11

$121M
Total assets
991
Participants
92nd
Percentile by assets
$122,113
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$121M
total plan assets (2023 EOY)
991
covered participants
92nd
percentile by assets (of 127,072 plans)
$122,113
avg assets per participant

Where Apogee Medical Group Inc 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Arizona
Industry
Healthcare & Social Assistance

Apogee Medical Group Inc 401(k) Plan vs the 2023 asset distribution

By assets, Apogee Medical Group Inc 401(k) Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

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)

$80M$100M$120M$140M$160M 202220232024 $96.1M $139M ▲ +45.2%
Total plan assets by year, all Apogee Medical Management Inc plans on file
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 ($B) Participants Apogee Medical Group…, Total assets ($B): 0.121013903 · Participants: 991Apogee Medical Group…Bechtel Trust & Thri…, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thri…Banner Health Employ…, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employ…Republic Services, I…, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, I…Freeport-Mcmoran Inc…, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc…Stantec 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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Apogee Medical Group Inc 401(k) Plan by total assets, not by location.

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).

Next read for Apogee Medical Group Inc 401(k) Plan

Scale reading

Ways to act on Apogee Medical Group Inc 401(k) Plan's numbers.

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.