401(k) · DOL Form 5500 · 2023
Apex Tool Group, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $48,112
- Avg per participant Low balance/head
Official DOL plan name: Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees · Sponsored by Apex Tool Group, LLC · Maryland · Manufacturing
$7M in assets, 136 participants
Apex Tool Group, LLC's Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees reported $7M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #6,278 in Manufacturing (18,722 peers)
Coverage in Maryland
Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees covers 136 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $7M.
- #6,278
- in Manufacturing (18,722 peers)
- +4.4%
- assets growth YoY
Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees's mid-pack asset rank among Manufacturing and all filers
Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,543,287 Top 50% higher than 50% 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
Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees 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. Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees reported net income rose from -$1M in the plan year 2022 filing to $273K in the plan year 2023 filing.
- Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees reported participants rose from 130 in the plan year 2022 filing to 136 in the plan year 2023 filing.
- Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
DOL schedule card
Filing strip 271996059 · Apex Tool Group, LLC PY 2023 · 401(k)
Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees · $7M · 136 · 50th
- SCH $7M
- EBSA 136
- PART 50th
- TYPE 401(k)
- NET near Sun Country Builders 401(k) Plan
- BOOK ind #6278
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 Individual Account Retirement Plan for Bargaining Unit Employees in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $273K |
| Employer EIN | 271996059 |
| Plan Effective Date | 2010-06-30 |
| Filing Status | FILING 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
| 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.
- 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
Apex Tool Group Individual Account Retirement Plan for Bargaining Unit Employees's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Sun Country Builders 401(k) Plan in CA ($7M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Sun Country Builders 401(k) Plan (CA) $7M · 101
- Give Em a Brake Safety 401(k) Plan (MI) $7M · 186
- Thor Solutions, LLC 401(k) Plan (VA) $7M · 142
- Llox 401(k) & Profit Sharing Plan (LA) $7M · 19
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Testout Corporation Safe Harbor 401(k) Plan (UT) 136 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 136 · 0 off
- Davis Miles, PLLC 401(k) Plan (AZ) 136 · 0 off
- Montauk Energy Holdings, LLC 401(k) Profit Sharing Plan Trust (PA) 136 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.