Defined Benefit (Pension) · DOL Form 5500 · 2023
Apex Tool Group LLC Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 114
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $125,898
- Avg per participant Near avg balance/head
Official DOL plan name: Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh · Sponsored by Apex Tool Group LLC · Maryland · Manufacturing
$14M in assets, 114 participants
Apex Tool Group LLC's Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh reported $14M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #10,207 in Manufacturing (18,722 peers)
Coverage in Maryland
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh covers 114 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $14M.
- #10,207
- in Manufacturing (18,722 peers)
- +7.0%
- assets growth YoY
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh's mid-pack asset rank among Manufacturing and all filers
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,352,400 Top 34% higher than 66% 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, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh 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, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh sits mid-pack in the medium band (114 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh reported net income rose from -$4M in the plan year 2022 filing to $939K in the plan year 2023 filing.
- Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 271996059 · Apex Tool Group LLC PY 2023 · Defined Benefit (Pension)
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh · $14M · 114 · 66th
- VS-ST $14M
- VS-ST 114
- VS-ST 66th
- VS-ST Defined Benefit (Pension)
- VS-ST near Air Cruisers Pension Plan
- VS-ST ind #10207
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 Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $939K |
| Employer EIN | 271996059 |
| Plan Effective Date | 1960-12-31 |
| 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 Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $18.9B · 323,315
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.4B · 19,673
- Major League Baseball Players Pension Plan $4.6B · 1,087
- National Automatic Sprinkler Industry Pension Fund $4.5B · 15,047
- International Painters and Allied Trades Industry Pension Plan $4.2B · 44,973
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Air Cruisers Pension Plan in NJ ($14M); by covered participants it is Floridacentral Credit Union Cash Balance Retirement Pension Plan in FL (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Air Cruisers Pension Plan (NJ) $14M · 66
- The Wistar Institute of Anatomy and Biology Technical and Support Personnel Pension Plan (PA) $14M · 50
- C&d Technologies, Inc. Pension Plan for Hourly Employees at Milwaukee, Wi (PA) $14M · N/A
- Employees' Retirement Plan of Telemundo of Puerto Rico, Inc. (PR) $14M · 55
Similar participant headcount
Nearest other-state filings by covered participants (114 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.