401(k) · DOL Form 5500 · 2023
Aprio Holdings LLC 401(k) Plan
Data updated 2026-08-11
- $175M
- Total assets
- 1,475
- Participants
- 94th
- Percentile by assets
- $118,533
- Avg per participant
Official DOL plan name: Aprio Employees Retirement Plan · Sponsored by Aprio Holdings LLC · Georgia · Professional & Technical Services
$175M in assets, 1,475 participants
Aprio Holdings LLC's Aprio Employees Retirement Plan reported $175M in total assets and 1,475 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #19,381 in Professional & Technical Services (20,321 peers)
Where Aprio Employees Retirement Plan sits by assets
Aprio Employees Retirement Plan sits in the top 10% of all filed plans by assets, $175M for 1,475 participants (~$118,533/participant), up 58.2% in 2023.
- $175M
- total plan assets (2023 EOY)
- 1,475
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $118,533
- avg assets per participant
Where Aprio Employees Retirement Plan sits by total assets
Aprio Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$174,836,026 Top 6% higher than 94% of 127,068 filed plans
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
- Aprio Employees Retirement Plan reported net income rose from -$790K in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Aprio Employees Retirement Plan reported participants rose from 894 in the plan year 2022 filing to 1,475 in the plan year 2023 filing.
- Aprio Employees Retirement Plan end-of-year assets rose from $110M in the plan year 2022 filing to $175M in the plan year 2023 filing.
Aprio Employees Retirement Plan vs the 2023 asset distribution
By assets, Aprio Employees Retirement Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $110M |
|---|---|
| Net Assets (End of Year) | $175M |
| Net Income | $64M |
| Employer EIN | 582487348 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aprio Holdings LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 894 | $110M |
| 2023 | 1 | 1,475 | $175M |
| 2024 | 1 | 1,740 | $218M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Aprio Employees Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Aprio Employees Retirement Plan by total assets, not by location.
- Chico's Fas, Inc. 401(k) Elective Deferral Plan (FL) $175M · 8,998
- Smc Corporation Retirement Savings Plan (IN) $175M · 1,310
- Colony Brands, Inc. Retirement Savings Plan (WI) $175M · 2,035
- Geisinger Health Plan 401(k) Savings Plan (PA) $175M · 1,962
Frequently Asked Questions
How did Aprio Employees Retirement Plan assets move in 2023? ▼
How have Aprio Holdings LLC plan assets changed over time? ▼
Where does Aprio Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Aprio Employees Retirement Plan? ▼
Next read for Aprio Employees Retirement Plan
Scale reading
Ways to act on Aprio Employees Retirement Plan's numbers.
- By total assets, Aprio Employees Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
- Aprio Holdings LLC's sponsor-wide assets have grown 97.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans