401(k) · DOL Form 5500 · 2023

Apax Partners US, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
121
Participants Small participant base
86th
Percentile by assets National rank
$428,037
Avg per participant High balance/head
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Official DOL plan name: Apax Partners US, LLC 401(k) Retirement Plan · Sponsored by Apax Partners US, LLC · New York · Finance & Insurance

$52M in assets, 121 participants

Apax Partners US, LLC's Apax Partners US, LLC 401(k) Retirement Plan reported $52M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,946 in Finance & Insurance (8,869 peers)

Coverage in New York

Apax Partners US, LLC 401(k) Retirement Plan covers 121 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $52M.

#6,946
in Finance & Insurance (8,869 peers)
+28.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Apax Partners US, LLC 401(k) Retirement Plan's outsized position by total assets

Apax Partners US, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$51,792,437 Top 14% higher than 86% 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

Apax Partners US, LLC 401(k) Retirement 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. Apax Partners US, LLC 401(k) Retirement Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apax Partners US, LLC 401(k) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Apax Partners US, LLC 401(k) Retirement Plan reported participants rose from 76 in the plan year 2022 filing to 121 in the plan year 2023 filing.
  • Apax Partners US, LLC 401(k) Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202520354 · Apax Partners US, LLC PY 2023 · 401(k)

Apax Partners US, LLC 401(k) Retirement Plan · $52M · 121 · 86th

  • BOOK $52M
  • BOOK 121
  • BOOK 86th
  • BOOK 401(k)
  • BOOK near Gate Gourmet, Inc. Bargained Employees' 401(k) Plan
  • BOOK ind #6946

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 New York →

Apax Partners US, LLC 401(k) Retirement Plan in the asset neighbourhood

Afco Steel 401(k) Savings PlanAfco Steel 401(k) Savings Pl…$52MApax Partners US, LLC 401(k) Retirement PlanApax Partners US, LLC 401(k)…$52MGate Gourmet, Inc. Bargained Employees' 401(k) PlanGate Gourmet, Inc. Bargained…$52MThe Mccallie School 401(k) PlanThe Mccallie School 401(k) P…$52MAdcs Clinics, LLC, 401(k) Retirement PlanAdcs Clinics, LLC, 401(k) Re…$52M
End-of-year total assets ($M) among Apax Partners US, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$52M
Net Income$11M
Employer EIN202520354
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apax Partners US, LLC)

Sponsor-wide plan assets over time

All Apax Partners US, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$59M 45.00467349053588% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $40.4M $58.5M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 76 $40M
2023 1 121 $52M
2024 1 112 $59M

Nearby 401(k) Plans in New York

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

Apax Partners US, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Apax Partners US, LLC 401(k) Retirement Plan, Total assets ($B): 0.051792437 · Participants: 121Apax Partners US, LLC 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Apax Partners US, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Apax Partners US, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Apax Partners US, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gate Gourmet, Inc. Bargained Employees' 401(k) Plan in VA ($52M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Apax Partners US, LLC 401(k) Retirement Plan assets move in 2023? ▼
Apax Partners US, LLC 401(k) Retirement Plan grew sharply - up 28.3% during 2023, from $40M to $52M. Reported net income was $11M.
How have Apax Partners US, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apax Partners US, LLC's sponsor-wide assets grew 45.0%, from $40M to $59M.
Where does Apax Partners US, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Apax Partners US, LLC 401(k) Retirement Plan ranks in the 86th 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 Apax Partners US, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gate Gourmet, Inc. Bargained Employees' 401(k) Plan in VA ($52M, 1,759 participants).
Which 401(k) plans cover a similar participant headcount to Apax Partners US, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A 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 202520354.

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.