401(k) · DOL Form 5500 · 2023

Aptura Group, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
282
Participants Below avg headcount
60th
Percentile by assets National rank
$36,951
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aptura Group Inc., 401(k) Plan · Sponsored by Aptura Group, Inc. · Indiana · Wholesale Trade

$10M in assets, 282 participants

Aptura Group, Inc.'s Aptura Group Inc., 401(k) Plan reported $10M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,260 in Wholesale Trade (6,309 peers)

Aptura Group, Inc. multi-year trail

Aptura Group, Inc.'s plans moved +33.9% in assets from 2022 to 2024; this filing shows Aptura Group Inc., 401(k) Plan at $10M / 282 participants.

#3,260
in Wholesale Trade (6,309 peers)
+23.0%
assets growth YoY

Aptura Group Inc., 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Aptura Group Inc., 401(k) Plan vs every filed plan by assets

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

$10,420,281 Top 40% higher than 60% 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

Aptura Group Inc., 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. Aptura Group Inc., 401(k) Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aptura Group Inc., 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aptura Group Inc., 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Aptura Group Inc., 401(k) Plan reported participants rose from 262 in the plan year 2022 filing to 282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870850201 · Aptura Group, Inc. PY 2023 · 401(k)

Aptura Group Inc., 401(k) Plan · $10M · 282 · 60th

  • ASSETS $10M
  • ASSETS 282
  • ASSETS 60th
  • ASSETS 401(k)
  • ASSETS near King Beverage, Inc. Employees' 401(k) Plan
  • ASSETS ind #3260

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 Wholesale Trade retirement plans → · Plans in Indiana →

Aptura Group Inc., 401(k) Plan in the asset neighbourhood

Aptura Group Inc., 401(k) PlanAptura Group Inc., 401(k) Pl…$10MKing Beverage, Inc. Employees' 401(k) PlanKing Beverage, Inc. Employee…$10MAmerican Association of University Women 401(k) PlanAmerican Association of Univ…$10MToyota Technological Institute at Chicago 401(k) PlanToyota Technological Institu…$10MHostmark/Raintree 401(k) Plan$10M
End-of-year total assets ($M) among Aptura Group Inc., 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aptura Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aptura Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 33.88453948574613% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.7M $51.9M ▲ +33.9%
Year Plans Participants Total Assets
2022 2 513 $39M
2023 2 555 $46M
2024 2 618 $52M

Aptura Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN870850201
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Aptura Group Inc., 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Aptura Group Inc., 401(k) Plan, Total assets ($B): 0.010420281 · Participants: 282Aptura Group Inc., 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Aptura Group Inc., 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Aptura Group Inc., 401(k) Plan side-by-side with 3 peers →

Aptura Group Inc., 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is King Beverage, Inc. Employees' 401(k) Plan in WA ($10M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Aptura Group Inc., 401(k) Plan assets move in 2023? ▼
Aptura Group Inc., 401(k) Plan grew sharply - up 23.0% during 2023, from $8M to $10M. Reported net income was $2M.
How have Aptura Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aptura Group, Inc.'s sponsor-wide assets grew 33.9%, from $39M to $52M.
Which 401(k) plans are similar in size to Aptura Group Inc., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is King Beverage, Inc. Employees' 401(k) Plan in WA ($10M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Aptura Group Inc., 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Arcticom Group, LLC 401(k) Plan in CA (282 participants, $10M 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 870850201.

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.