401(k) · DOL Form 5500 · 2023

Apax Partners US, LLC 401(k) Plan

Data updated 2026-08-11

$52M
Total assets
121
Participants
86th
Percentile by assets
$428,037
Avg per participant
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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.

  • 86th percentile by assets (of 127,072 plans)
  • #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.

$52M
total plan assets (2023 EOY)
121
covered participants
86th
percentile by assets (of 127,072 plans)
$428,037
avg assets per participant

Where Apax Partners US, LLC 401(k) Retirement Plan sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Apax Partners US, LLC 401(k) Retirement Plan reports 121 participants - about 15% of that state average ($52M EOY assets).

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)

$30M$40M$50M$60M$70M 202220232024 $40.4M $58.5M ▲ +45.0%
Total plan assets by year, all Apax Partners US, LLC plans on file
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 ($B) Participants Apax Partners US, LL…, Total assets ($B): 0.051792437 · Participants: 121Apax Partners US, LL…IBM 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…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
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 … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Apax Partners US, LLC 401(k) Retirement Plan by total assets, not by location.

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).

Next read for Apax Partners US, LLC 401(k) Retirement …

Filing takeaways

Ways to act on Apax Partners US, LLC 401(k) Retirement Plan's numbers.

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.