401(k) · DOL Form 5500 · 2023

Apex Tool Group, LLC 401(k) Plan

Data updated 2026-08-25

$270M
Total assets Near avg plan size
1,396
Participants Near avg headcount
96th
Percentile by assets National rank
$193,344
Avg per participant Above avg balance/head
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Official DOL plan name: Apex Tool Group, LLC 401(k) Savings Plan · Sponsored by Apex Tool Group, LLC · Maryland · Manufacturing

$270M in assets, 1,396 participants

Apex Tool Group, LLC's Apex Tool Group, LLC 401(k) Savings Plan reported $270M in total assets and 1,396 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.

  • #17,482 in Manufacturing (18,722 peers)

Where Apex Tool Group, LLC 401(k) Savings Plan sits by assets

Apex Tool Group, LLC 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $270M for 1,396 participants (~$193,344/participant), up 7.1% in 2023.

#17,482
in Manufacturing (18,722 peers)
+7.1%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Apex Tool Group, LLC 401(k) Savings Plan's outsized position by total assets

Apex Tool Group, LLC 401(k) Savings Plan vs every filed plan by assets

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

$269,908,138 Top 4% higher than 96% 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

Apex Tool Group, LLC 401(k) Savings 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. Apex Tool Group, LLC 401(k) Savings Plan lands in the large band (1,396 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apex Tool Group, LLC 401(k) Savings Plan reported net income rose from -$62M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Apex Tool Group, LLC 401(k) Savings Plan reported participants fell from 1,508 in the plan year 2022 filing to 1,396 in the plan year 2023 filing.
  • Apex Tool Group, LLC 401(k) Savings Plan end-of-year assets rose from $252M in the plan year 2022 filing to $270M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 271996059 · Apex Tool Group, LLC PY 2023 · 401(k)

Apex Tool Group, LLC 401(k) Savings Plan · $270M · 1,396 · 96th

  • EBSA $270M
  • PART 1,396
  • TYPE 96th
  • NET 401(k)
  • BOOK near Boston Properties Retirement Savings Plan
  • VS-ST ind #17482

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 Maryland →

Apex Tool Group, LLC 401(k) Savings Plan in the asset neighbourhood

Toyota Tsusho America, Inc. Savings and Investment Retirement PlanToyota Tsusho America, Inc. …$270MApex Tool Group, LLC 401(k) Savings PlanApex Tool Group, LLC 401(k) …$270MBoston Properties Retirement Savings PlanBoston Properties Retirement…$270MThe Wendy's Company 401(k) Retirement PlanThe Wendy's Company 401(k) R…$270MBrookhaven Memorial Hospital Medical Center Dba Long Island Community Hospital Retirement Savings PlanBrookhaven Memorial Hospital…$270M
End-of-year total assets ($M) among Apex Tool Group, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$252M
Net Assets (End of Year)$270M
Net Income$18M
Employer EIN271996059
Plan Effective Date2010-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apex Tool Group, LLC)

Sponsor-wide plan assets over time

All Apex Tool Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$297M 9.317070785732081% vs 2022
2024 filing year
$260M$270M$280M$290M$300M 202220232024 $272M $297M ▲ +9.3%
Year Plans Participants Total Assets
2022 3 1,753 $272M
2023 3 1,646 $291M
2024 3 1,389 $297M

Nearby 401(k) Plans in Maryland

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

Apex Tool Group, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Apex Tool Group, LLC 401(k) Savings Plan, Total assets ($B): 0.269908138 · Participants: 1396Apex Tool Group, LLC 401(k) Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Apex Tool Group, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Apex Tool Group, LLC 401(k) Savings Plan side-by-side with 3 peers →

Apex Tool Group, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Boston Properties Retirement Savings Plan in MA ($270M); by covered participants it is Abiomed Retirement Savings Plan in MA (1,396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,396 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 Apex Tool Group, LLC 401(k) Savings Plan assets move in 2023? ▼
Apex Tool Group, LLC 401(k) Savings Plan grew at a solid clip - up 7.1% during 2023, from $252M to $270M. Reported net income was $18M.
How have Apex Tool Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Tool Group, LLC's sponsor-wide assets grew 9.3%, from $272M to $297M.
Where does Apex Tool Group, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Apex Tool Group, LLC 401(k) Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Apex Tool Group, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boston Properties Retirement Savings Plan in MA ($270M, 688 participants).
Which 401(k) plans cover a similar participant headcount to Apex Tool Group, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Abiomed Retirement Savings Plan in MA (1,396 participants, $197M 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 271996059.

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.