401(k) · DOL Form 5500 · 2023

Apex Physics Partners, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
169
Participants Small participant base
63rd
Percentile by assets National rank
$73,974
Avg per participant Below avg balance/head
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Official DOL plan name: Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Apex Physics Partners, LLC · Maryland · Professional & Technical Services

$13M in assets, 169 participants

Apex Physics Partners, LLC's Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust reported $13M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,707 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust covers 169 participants in Maryland, about 18% of the average Maryland filer (state average ~929 per filing). Assets: $13M.

#12,707
in Professional & Technical Services (20,321 peers)
+40.1%
assets growth YoY

Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$12,501,535 Top 37% higher than 63% 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

Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust 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. Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 158 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 834248953 · Apex Physics Partners, LLC PY 2023 · 401(k)

Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust · $13M · 169 · 63rd

  • SCH $13M
  • EBSA 169
  • PART 63rd
  • TYPE 401(k)
  • NET near Valentino U.S.a., Inc. 401(k) Retirement Plan
  • BOOK ind #12707

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 Maryland →

Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Apex Physics Partners, LLC 401(k) Profit Sharing Plan & TrustApex Physics Partners, LLC 4…$13MValentino U.S.a., Inc. 401(k) Retirement PlanValentino U.S.a., Inc. 401(k…$13MLhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing PlanLhc, Incorporated/Thompson R…$13MNu-Way Industries, Inc. Profit Sharing PlanNu-Way Industries, Inc. Prof…$12MGolden Eagle Distributing Co 401(k) Profit Sharing Plan & TrustGolden Eagle Distributing Co…$12M
End-of-year total assets ($M) among Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN834248953
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apex Physics Partners, LLC)

Sponsor-wide plan assets over time

All Apex Physics Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 80.05489543110882% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.92M $16.1M ▲ +80.0%
Year Plans Participants Total Assets
2022 1 158 $9M
2023 1 169 $13M
2024 1 210 $16M

Nearby 401(k) Plans in Maryland

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

Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.012501535 · Participants: 169Apex Physics Partners, LLC 401(k) Profit Sharing Plan & TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Valentino U.S.a., Inc. 401(k) Retirement Plan in NY ($13M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust surged - up 40.1% during 2023, from $9M to $13M. Reported net income was $4M.
How have Apex Physics Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Physics Partners, LLC's sponsor-wide assets grew 80.1%, from $9M to $16M.
Which 401(k) plans are similar in size to Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Valentino U.S.a., Inc. 401(k) Retirement Plan in NY ($13M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 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 834248953.

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.