401(k) · DOL Form 5500 · 2023

Apprio, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
213
Participants Below avg headcount
57th
Percentile by assets National rank
$43,739
Avg per participant Low balance/head
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Official DOL plan name: Apprio, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Apprio, Inc. · District of Columbia · Professional & Technical Services

$9M in assets, 213 participants

Apprio, Inc.'s Apprio, Inc. 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,285 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Apprio, Inc. 401(k) Profit Sharing Plan & Trust covers 213 participants in District of Columbia, about 15% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $9M.

#11,285
in Professional & Technical Services (20,321 peers)
+24.0%
assets growth YoY

Apprio, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Apprio, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$9,316,448 Top 43% higher than 57% 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

Apprio, Inc. 401(k) Profit Sharing Plan & Trust 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. Apprio, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apprio, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$355K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Apprio, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Apprio, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 229 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 522113647 · Apprio, Inc. PY 2023 · 401(k)

Apprio, Inc. 401(k) Profit Sharing Plan & Trust · $9M · 213 · 57th

  • EBSA $9M
  • EBSA 213
  • EBSA 57th
  • EBSA 401(k)
  • EBSA near Metis Technology Solutions, Inc 401(k) Plan
  • EBSA ind #11285

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 District of Columbia →

Apprio, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Apprio, Inc. 401(k) Profit Sharing Plan & TrustApprio, Inc. 401(k) Profit S…$9MMetis Technology Solutions, Inc 401(k) PlanMetis Technology Solutions, …$9MPremier Parks, LLC 401(k) PlanPremier Parks, LLC 401(k) Pl…$9MWhite Pass 401(k) Retirement PlanWhite Pass 401(k) Retirement…$9MStinker Stores Inc. 401(k) PlanStinker Stores Inc. 401(k) P…$9M
End-of-year total assets ($M) among Apprio, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN522113647
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apprio, Inc.)

Sponsor-wide plan assets over time

All Apprio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.411254396373394% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.51M $10.1M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 229 $8M
2023 1 213 $9M
2024 1 186 $10M

Nearby 401(k) Plans in District of Columbia

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

Apprio, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Apprio, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.009316448 · Participants: 213Apprio, Inc. 401(k) Profit Sharing Plan & TrustDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Apprio, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Apprio, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Apprio, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Metis Technology Solutions, Inc 401(k) Plan in NM ($9M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Apprio, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Apprio, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 24.0% during 2023, from $8M to $9M. Reported net income was $2M.
How have Apprio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apprio, Inc.'s sponsor-wide assets grew 34.4%, from $8M to $10M.
Which 401(k) plans are similar in size to Apprio, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Metis Technology Solutions, Inc 401(k) Plan in NM ($9M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Apprio, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 522113647.

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.