401(k) · DOL Form 5500 · 2023

Apco Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
452
Participants Below avg headcount
84th
Percentile by assets National rank
$96,839
Avg per participant Below avg balance/head
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Official DOL plan name: Apco Holdings 401(k) Plan · Sponsored by Apco Holdings, LLC · Georgia · Finance & Insurance

$44M in assets, 452 participants

Apco Holdings, LLC's Apco Holdings 401(k) Plan reported $44M in total assets and 452 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,707 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Apco Holdings 401(k) Plan covers 452 participants in Georgia, about 41% of the average Georgia filer (state average ~1,096 per filing). Assets: $44M.

#6,707
in Finance & Insurance (8,869 peers)
+9.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Apco Holdings 401(k) Plan's outsized position by total assets

Apco Holdings 401(k) Plan vs every filed plan by assets

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

$43,771,311 Top 16% higher than 84% 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

Apco Holdings 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. Apco Holdings 401(k) Plan sits mid-pack in the medium band (452 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apco Holdings 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Apco Holdings 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Apco Holdings 401(k) Plan reported participants fell from 459 in the plan year 2022 filing to 452 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770674830 · Apco Holdings, LLC PY 2023 · 401(k)

Apco Holdings 401(k) Plan · $44M · 452 · 84th

  • EIN $44M
  • RANK 452
  • PHOTO 84th
  • IND 401(k)
  • EOY near University of Iowa Foundation 401(k) Plan
  • 5500 ind #6707

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 Finance & Insurance retirement plans → · Plans in Georgia →

Apco Holdings 401(k) Plan in the asset neighbourhood

Twin Rivers Technologies Plan$44MRawle & Henderson Retirement PlanRawle & Henderson Retirement…$44MApco Holdings 401(k) Plan$44MUniversity of Iowa Foundation 401(k) PlanUniversity of Iowa Foundatio…$44MRubies II, LLC 401(k) Retirement PlanRubies II, LLC 401(k) Retire…$44M
End-of-year total assets ($M) among Apco Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$44M
Net Income$4M
Employer EIN770674830
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apco Holdings, LLC)

Sponsor-wide plan assets over time

All Apco Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$64M 61.01929943027843% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $40M $64.4M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 459 $40M
2023 1 452 $44M
2024 1 467 $64M

Nearby 401(k) Plans in Georgia

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

Apco Holdings 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Apco Holdings 401(k) Plan, Total assets ($B): 0.043771311 · Participants: 452Apco Holdings 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Apco Holdings 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Apco Holdings 401(k) Plan side-by-side with 3 peers →

Apco Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is University of Iowa Foundation 401(k) Plan in IA ($44M); by covered participants it is Vernon Memorial Healthcare Employees Pension & Savings Plan in WI (452 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (452 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 Apco Holdings 401(k) Plan assets move in 2023? ▼
Apco Holdings 401(k) Plan grew at a solid clip - up 9.4% during 2023, from $40M to $44M. Reported net income was $4M.
How have Apco Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apco Holdings, LLC's sponsor-wide assets grew 61.0%, from $40M to $64M.
Where does Apco Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Apco Holdings 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Apco Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is University of Iowa Foundation 401(k) Plan in IA ($44M, 277 participants).
Which 401(k) plans cover a similar participant headcount to Apco Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vernon Memorial Healthcare Employees Pension & Savings Plan in WI (452 participants, $54M 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 770674830.

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.