401(k) · DOL Form 5500 · 2023

Apercen Partners LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
287
Participants Below avg headcount
78th
Percentile by assets National rank
$95,003
Avg per participant Below avg balance/head
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Official DOL plan name: Apercen Partners 401(k) Plan · Sponsored by Apercen Partners LLC · California · Professional & Technical Services

$27M in assets, 287 participants

Apercen Partners LLC's Apercen Partners 401(k) Plan reported $27M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,892 in Professional & Technical Services (20,321 peers)

Coverage in California

Apercen Partners 401(k) Plan covers 287 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $27M.

#15,892
in Professional & Technical Services (20,321 peers)
+53.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Apercen Partners 401(k) Plan's outsized position by total assets

Apercen Partners 401(k) Plan vs every filed plan by assets

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

$27,265,966 Top 22% higher than 78% 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

Apercen Partners 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. Apercen Partners 401(k) Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apercen Partners 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Apercen Partners 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Apercen Partners 401(k) Plan reported participants rose from 196 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 262246506 · Apercen Partners LLC PY 2023 · 401(k)

Apercen Partners 401(k) Plan · $27M · 287 · 78th

  • EOY $27M
  • EOY 287
  • EOY 78th
  • EOY 401(k)
  • EOY near The Hallstrom Retirement Program
  • EOY ind #15892

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 Professional & Technical Services retirement plans → · Plans in California →

Apercen Partners 401(k) Plan in the asset neighbourhood

Apercen Partners 401(k) Plan$27MThe Hallstrom Retirement ProgramThe Hallstrom Retirement Pro…$27MLt Apparel Group 401(k) Plan$27MWheaton Van Lines, Inc. & Subsidiaries 401(k) PlanWheaton Van Lines, Inc. & Su…$27MTyto Government Solutions 401(k) PlanTyto Government Solutions 40…$27M
End-of-year total assets ($M) among Apercen Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$27M
Net Income$9M
Employer EIN262246506
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apercen Partners LLC)

Sponsor-wide plan assets over time

All Apercen Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 100.78576350650086% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17.8M $35.8M ▲ +100.8%
Year Plans Participants Total Assets
2022 1 196 $18M
2023 1 287 $27M
2024 1 369 $36M

Nearby 401(k) Plans in California

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

Apercen Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Apercen Partners 401(k) Plan, Total assets ($B): 0.027265966 · Participants: 287Apercen Partners 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Apercen Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Apercen Partners 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is The Hallstrom Retirement Program in OR ($27M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Apercen Partners 401(k) Plan assets move in 2023? ▼
Apercen Partners 401(k) Plan surged - up 53.0% during 2023, from $18M to $27M. Reported net income was $9M.
How have Apercen Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apercen Partners LLC's sponsor-wide assets grew 100.8%, from $18M to $36M.
Where does Apercen Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Apercen Partners 401(k) Plan ranks in the 78th 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 Apercen Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hallstrom Retirement Program in OR ($27M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Apercen Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 262246506.

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.