401(k) · DOL Form 5500 · 2023
Apollo Intelligence Operating LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $60,149
- Avg per participant Low balance/head
Official DOL plan name: Apollo Intelligence 401(k) Plan · Sponsored by Apollo Intelligence Operating LLC · Massachusetts · Professional & Technical Services
$9M in assets, 147 participants
Apollo Intelligence Operating LLC's Apollo Intelligence 401(k) Plan reported $9M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #11,050 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Apollo Intelligence 401(k) Plan covers 147 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.
- #11,050
- in Professional & Technical Services (20,321 peers)
- +54.3%
- assets growth YoY
Apollo Intelligence 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Apollo Intelligence 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,841,889 Top 44% higher than 56% 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
Apollo Intelligence 401(k) Plan 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. Apollo Intelligence 401(k) Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Apollo Intelligence 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Apollo Intelligence 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Apollo Intelligence 401(k) Plan reported participants rose from 131 in the plan year 2022 filing to 147 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 853830415 · Apollo Intelligence Operating LLC PY 2023 · 401(k)
Apollo Intelligence 401(k) Plan · $9M · 147 · 56th
- BOOK $9M
- VS-ST 147
- BOY 56th
- SCH 401(k)
- EBSA near Acrison Inc. 401(k) Employees Savings Plan and Trust
- PART ind #11050
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Apollo Intelligence 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $3M |
| Employer EIN | 853830415 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apollo Intelligence Operating LLC)
Sponsor-wide plan assets over time
All Apollo Intelligence Operating LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 85.70171337565947% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $6M |
| 2023 | 1 | 147 | $9M |
| 2024 | 1 | 142 | $11M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Apollo Intelligence 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Acrison Inc. 401(k) Employees Savings Plan and Trust in NJ ($9M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Acrison Inc. 401(k) Employees Savings Plan and Trust (NJ) $9M · 123
- Metro Storage LLC 401(k) Plan (IL) $9M · 182
- United Vision Logistics 401(k) Plan (LA) $9M · 146
- Berridge Manufacturing 401(k) Plan (TX) $9M · 166
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Family Medical Center Retirement and 401(k) Plan (MI) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.