401(k) · DOL Form 5500 · 2023
American Public Education Inc. 401(k) Plan
Data updated 2026-08-25
- $259M
- Total assets Near avg plan size
- 5,728
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $45,266
- Avg per participant Low balance/head
Official DOL plan name: American Public Education Retirement Plan · Sponsored by American Public Education Inc. · West Virginia · Educational Services
$259M in assets, 5,728 participants
American Public Education Inc.'s American Public Education Retirement Plan reported $259M in total assets and 5,728 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,478 in Educational Services (3,735 peers)
Coverage in West Virginia
American Public Education Retirement Plan covers 5,728 participants in West Virginia, 12x the typical West Virginia plan (state average ~467 per filing). Assets: $259M.
- #3,478
- in Educational Services (3,735 peers)
- +20.7%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
American Public Education Retirement Plan's outsized position by total assets
American Public Education Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$259,281,173 Top 4% higher than 96% 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
American Public Education Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Public Education Retirement Plan lands in the large band (5,728 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Public Education Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- American Public Education Retirement Plan reported participants rose from 2,951 in the plan year 2022 filing to 5,728 in the plan year 2023 filing.
- American Public Education Retirement Plan end-of-year assets rose from $215M in the plan year 2022 filing to $259M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 010724376 · American Public Education Inc. PY 2023 · 401(k)
American Public Education Retirement Plan · $259M · 5,728 · 96th
- PART $259M
- TYPE 5,728
- NET 96th
- BOOK 401(k)
- VS-ST near Agiliti 401(k)
- BOY ind #3478
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 Educational Services retirement plans → · Plans in West Virginia →
American Public Education Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $215M |
|---|---|
| Net Assets (End of Year) | $259M |
| Net Income | $44M |
| Employer EIN | 010724376 |
| Plan Effective Date | 2002-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Public Education Inc.)
Sponsor-wide plan assets over time
All American Public Education Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $303M 41.148961131176115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,951 | $215M |
| 2023 | 1 | 5,728 | $259M |
| 2024 | 1 | 5,717 | $303M |
Nearby 401(k) Plans in West Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan $1.1B · 1,878
- Camc Health System Basic Retirement Plan $719M · N/A
- West Virginia University Health System 401(k) Plan $255M · 2,525
- United Bankshares, Inc. Savings and Stock Investment Plan $228M · 2,740
- Wesbanco, Inc. 401(k) Plan $212M · 2,359
Scale composition for American Public Education Retirement Plan
American Public Education Retirement Plan reports $259M in end-of-year assets across 5,728 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $45,266 per participant (33% of the national average assets-per-participant) . Net income for plan year 2023 was $44M.
This plan identity (EIN 010724376, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $215M to $303M (+41.1%) while covered participants moved from 2,951 to 5,717 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 2,951 | $215M | Open filing |
| 2023 | 5,728 | $259M | This page |
| 2024 · index core | 5,717 | $303M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- American Public Education Retirement Plan (401(k), $303M, 5,717 participants)
American Public Education Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside West Virginia, the nearest 401(k) by assets is Agiliti 401(k) in MN ($259M); by covered participants it is Federal Express Corporation Pilots Retirement Savings Plan in TN (5,728 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($259M here).
- Agiliti 401(k) (MN) $259M · 5,260
- Exelixis, Inc. 401(k) Plan (CA) $259M · 1,224
- Silver Cross Hospital & Medical Centers Employees' 401(k) Retirement Savings Plan (IL) $259M · 3,165
- Wilson, Elser, Moskowitz, Edelman & Dicker LLP 401(k) Savings Plan (NY) $259M · 1,727
Similar participant headcount
Nearest other-state filings by covered participants (5,728 participants); asset peers above are excluded.
- Federal Express Corporation Pilots Retirement Savings Plan (TN) 5,728 · 0 off
- Mitchell International, Inc. 401(k) Savings Plan (CA) 5,724 · 4 off
- Air Products & Chemicals, Inc. Retirement Savings Plan (PA) 5,733 · 5 off
- Aurora Salary Deferred Savings Plan (NY) 5,722 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.