401(k) · DOL Form 5500 · 2023

Apex Tool Group, LLC 401(k) Plan

Data updated 2026-08-11

$270M
Total assets: 1,396
Participants: 96th
Percentile by assets: $193,344
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$270M
total plan assets (2023 EOY): 1,396
covered participants: 96th
percentile by assets (of 127,072 plans): $193,344
avg assets per participant

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 →

State

Maryland

Industry

Manufacturing

Apex Tool Group, LLC 401(k) Savings Plan vs the 2023 asset distribution

By assets, Apex Tool Group, LLC 401(k) Savings Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$252M
Net Assets (End of Year)	$270M
Net Income	$18M
Employer EIN	271996059
Plan Effective Date	2010-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Apex Tool Group, LLC)

Total plan assets by year, all Apex Tool Group, LLC plans on file

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

Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
Marriott Retirement Savings Plan $10.2B · 96,415
T. Rowe Price U.S. Retirement Program $4.4B · 6,292
Nfl Player Second Career Savings Plan $4.0B · 2,767
Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121

Compare Apex Tool Group, LLC 401(k) Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Apex Tool Group, LLC 401(k) Savings Plan by total assets, not by location.

Boston Properties Retirement Savings Plan (MA) $270M · 688
The Wendy's Company 401(k) Retirement Plan (OH) $270M · 8,373
Toyota Tsusho America, Inc. Savings and Investment Retirement Plan (NY) $270M · 1,618
Brookhaven Memorial Hospital Medical Center Dba Long Island Community Hospital Retirement Savings Plan (NY) $270M · 1,457

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).

Next read for Apex Tool Group, LLC 401(k) Savings Plan

Scale reading

Ways to act on Apex Tool Group, LLC 401(k) Savings Plan's numbers.

By total assets, Apex Tool Group, LLC 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
Apex Tool Group, LLC's sponsor-wide assets have grown 9.3% since 2022 across 3 plan years on file. More Manufacturing plans

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.