401(k) · DOL Form 5500 · 2023

American Portwell Technology, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
124
Participants Small participant base
77th
Percentile by assets National rank
$202,770
Avg per participant Above avg balance/head
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Official DOL plan name: American Portwell Technology, Inc. 401(k) Plan · Sponsored by American Portwell Technology, Inc. · California · Manufacturing

$25M in assets, 124 participants

American Portwell Technology, Inc.'s American Portwell Technology, Inc. 401(k) Plan reported $25M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,645 in Manufacturing (18,722 peers)

Coverage in California

American Portwell Technology, Inc. 401(k) Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $25M.

#12,645
in Manufacturing (18,722 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

American Portwell Technology, Inc. 401(k) Plan's outsized position by total assets

American Portwell Technology, Inc. 401(k) Plan vs every filed plan by assets

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

$25,143,436 Top 23% higher than 77% 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

American Portwell Technology, 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. American Portwell Technology, Inc. 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Portwell Technology, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • American Portwell Technology, Inc. 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • American Portwell Technology, Inc. 401(k) Plan reported participants rose from 121 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770511706 · American Portwell Technology, Inc. PY 2023 · 401(k)

American Portwell Technology, Inc. 401(k) Plan · $25M · 124 · 77th

  • ASSETS $25M
  • PCT 124
  • EIN 77th
  • RANK 401(k)
  • PHOTO near Hagens Berman Sobol Shapiro LLP 401(k) Retirement Plan
  • IND ind #12645

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 Manufacturing retirement plans → · Plans in California →

American Portwell Technology, Inc. 401(k) Plan in the asset neighbourhood

Avara Retirement and Savings PlanAvara Retirement and Savings…$25MAorn 401(k) Savings Plan$25MAmerican Portwell Technology, Inc. 401(k) PlanAmerican Portwell Technology…$25MHagens Berman Sobol Shapiro LLP 401(k) Retirement PlanHagens Berman Sobol Shapiro …$25MPerc Engineering, L.L.C. 401(k) PlanPerc Engineering, L.L.C. 401…$25M
End-of-year total assets ($M) among American Portwell Technology, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN770511706
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Portwell Technology, Inc.)

Sponsor-wide plan assets over time

All American Portwell Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 48.61677910403995% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.1M $31.4M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 121 $21M
2023 1 124 $25M
2024 1 129 $31M

Nearby 401(k) Plans in California

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

American Portwell Technology, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants American Portwell Technology, Inc. 401(k) Plan, Total assets ($B): 0.025143436 · Participants: 124American Portwell Technology, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
American Portwell Technology, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare American Portwell Technology, Inc. 401(k) Plan side-by-side with 3 peers →

American Portwell Technology, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hagens Berman Sobol Shapiro LLP 401(k) Retirement Plan in WA ($25M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 American Portwell Technology, Inc. 401(k) Plan assets move in 2023? ▼
American Portwell Technology, Inc. 401(k) Plan grew sharply - up 19.1% during 2023, from $21M to $25M. Reported net income was $4M.
How have American Portwell Technology, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Portwell Technology, Inc.'s sponsor-wide assets grew 48.6%, from $21M to $31M.
Where does American Portwell Technology, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
American Portwell Technology, Inc. 401(k) Plan ranks in the 77th 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 American Portwell Technology, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hagens Berman Sobol Shapiro LLP 401(k) Retirement Plan in WA ($25M, 137 participants).
Which 401(k) plans cover a similar participant headcount to American Portwell Technology, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 770511706.

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.