401(k) · DOL Form 5500 · 2023

Tandem Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
277
Participants Below avg headcount
61st
Percentile by assets National rank
$40,645
Avg per participant Low balance/head
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Official DOL plan name: Apple 401(k) Savings Plan · Sponsored by Tandem Management Company, LLC · New Jersey · Healthcare & Social Assistance

$11M in assets, 277 participants

Tandem Management Company, LLC's Apple 401(k) Savings Plan reported $11M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,784 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Apple 401(k) Savings Plan covers 277 participants in New Jersey, about 33% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.

#11,784
in Healthcare & Social Assistance (17,684 peers)
-8.1%
assets change YoY

The plan reported a net loss of $927K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Apple 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Apple 401(k) Savings Plan vs every filed plan by assets

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

$11,258,655 Top 39% higher than 61% 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

Apple 401(k) Savings 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. Apple 401(k) Savings Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apple 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to -$927K in the plan year 2023 filing.
  • Apple 401(k) Savings Plan end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Apple 401(k) Savings Plan reported participants fell from 293 in the plan year 2022 filing to 277 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223577393 · Tandem Management Company, LLC PY 2023 · 401(k)

Apple 401(k) Savings Plan · $11M · 277 · 61st

  • RANK $11M
  • PHOTO 277
  • IND 61st
  • EOY 401(k)
  • 5500 near Tenstorrent USA Inc 401(k) Plan
  • ASSETS ind #11784

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 New Jersey →

Apple 401(k) Savings Plan in the asset neighbourhood

Apple 401(k) Savings Plan$11MTenstorrent USA Inc 401(k) PlanTenstorrent USA Inc 401(k) P…$11MAl Copeland Investments, L. L. C. 401(k) PlanAl Copeland Investments, L. …$11MChoice Investments Savings PlanChoice Investments Savings P…$11MProgressive Services, Inc. 401(k) Salary Reduction PlanProgressive Services, Inc. 4…$11M
End-of-year total assets ($M) among Apple 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$927K
Employer EIN223577393
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tandem Management Company, LLC)

Sponsor-wide plan assets over time

All Tandem Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 21.1562468147732% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $12.3M $9.66M ▼ -21.1%
Year Plans Participants Total Assets
2022 1 293 $12M
2023 1 277 $11M
2024 1 58 $10M

Nearby 401(k) Plans in New Jersey

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

Apple 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Apple 401(k) Savings Plan, Total assets ($B): 0.011258655 · Participants: 277Apple 401(k) Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Apple 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Apple 401(k) Savings Plan side-by-side with 3 peers →

Apple 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Tenstorrent USA Inc 401(k) Plan in TX ($11M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Apple 401(k) Savings Plan assets move in 2023? ▼
Apple 401(k) Savings Plan pulled back noticeably - down 8.1% during 2023, from $12M to $11M. Reported net income was -$927K.
How have Tandem Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tandem Management Company, LLC's sponsor-wide assets declined 21.2%, from $12M to $10M.
Which 401(k) plans are similar in size to Apple 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tenstorrent USA Inc 401(k) Plan in TX ($11M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Apple 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M 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 223577393.

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.