401(k) · DOL Form 5500 · 2023
Apple Inc. 401(k) Plan
Data updated 2026-08-25
- $19.8B
- Total assets Mega-plan scale
- 106,111
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $186,404
- Avg per participant Above avg balance/head
Official DOL plan name: Apple 401(k) Plan · Sponsored by Apple Inc. · California · Manufacturing
$19.8B in assets, 106,111 participants
Apple Inc.'s Apple 401(k) Plan reported $19.8B in total assets and 106,111 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #18,709 in Manufacturing (18,722 peers)
Coverage in California
Apple 401(k) Plan covers 106,111 participants in California, 168x the typical California plan (state average ~630 per filing). Assets: $19.8B.
- #18,709
- in Manufacturing (18,722 peers)
- +31.9%
- assets growth YoY
- 198×
- vs typical plan assets (national mean)
Apple 401(k) Plan's outsized position by total assets
Apple 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,779,511,539 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Apple 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apple 401(k) Plan is a mega filing (106,111 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Apple 401(k) Plan reported net income rose from -$1.7B in the plan year 2022 filing to $4.8B in the plan year 2023 filing.
- Apple 401(k) Plan end-of-year assets rose from $15.0B in the plan year 2022 filing to $19.8B in the plan year 2023 filing.
- Apple 401(k) Plan reported participants rose from 96,218 in the plan year 2022 filing to 106,111 in the plan year 2023 filing.
DOL schedule card
Filing strip 942404110 · Apple Inc. PY 2023 · 401(k)
Apple 401(k) Plan · $19.8B · 106,111 · 100th
- NET $19.8B
- BOOK 106,111
- VS-ST 100th
- BOY 401(k)
- SCH near Pfizer Savings Plan
- EBSA ind #18709
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 →
Apple 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $15.0B |
|---|---|
| Net Assets (End of Year) | $19.8B |
| Net Income | $4.8B |
| Employer EIN | 942404110 |
| Plan Effective Date | 1984-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apple Inc.)
Sponsor-wide plan assets over time
All Apple Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24.7B 64.79978973823823% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96,218 | $15.0B |
| 2023 | 1 | 106,111 | $19.8B |
| 2024 | 1 | 101,450 | $24.7B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Kaiser Permanente 401(k) Retirement Plan $19.7B · 136,422
Scale composition for Apple 401(k) Plan
Apple 401(k) Plan reports $19.8B in end-of-year assets across 106,111 participants (0.16% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.11% of 93,925,755 covered participants) - about $186,404 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $4.8B.
This plan identity (EIN 942404110, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $15.0B to $24.7B (+64.8%) while covered participants moved from 96,218 to 101,450 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 96,218 | $15.0B | Open filing |
| 2023 | 106,111 | $19.8B | This page |
| 2024 · index core | 101,450 | $24.7B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Apple 401(k) Plan (401(k), $24.7B, 101,450 participants)
Apple 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Pfizer Savings Plan in NY ($19.6B); by covered participants it is Culinary and Bartenders 401(k) Plan in NV (107,667 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19.8B here).
- Pfizer Savings Plan (NY) $19.6B · 30,033
- GE Retirement Savings Plan (OH) $19.5B · 59,766
- Morgan Stanley 401(k) Plan (NY) $19.2B · 55,363
- General Motors Retirement Savings Plan for Salaried Employees in the United States (MI) $20.4B · 47,299
Similar participant headcount
Nearest other-state filings by covered participants (106,111 participants); asset peers above are excluded.
- Culinary and Bartenders 401(k) Plan (NV) 107,667 · 1,556 off
- The Tjx Companies, Inc. 401(k) Savings Plan (MA) 108,909 · 2,798 off
- Tenet Healthcare Corporation 401(k) Retirement Savings Plan (TX) 102,842 · 3,269 off
- UPS 401(k) Savings Plan (GA) 102,231 · 3,880 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.