401(k) · DOL Form 5500 · 2023

Apple Health Care, Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
2,641
Participants Above avg headcount
89th
Percentile by assets National rank
$29,228
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apple Health Care, Inc. 401(k) Security Express · Sponsored by Apple Health Care, Inc. · Connecticut · Healthcare & Social Assistance

$77M in assets, 2,641 participants

Apple Health Care, Inc.'s Apple Health Care, Inc. 401(k) Security Express reported $77M in total assets and 2,641 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,073 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Apple Health Care, Inc. 401(k) Security Express covers 2,641 participants in Connecticut, 3.7x the typical Connecticut plan (state average ~718 per filing). Assets: $77M.

#16,073
in Healthcare & Social Assistance (17,684 peers)
+21.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Apple Health Care, Inc. 401(k) Security Express's outsized position by total assets

Apple Health Care, Inc. 401(k) Security Express vs every filed plan by assets

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

$77,190,234 Top 11% higher than 89% 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

Apple Health Care, Inc. 401(k) Security Express's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apple Health Care, Inc. 401(k) Security Express lands in the large band (2,641 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apple Health Care, Inc. 401(k) Security Express reported net income rose from -$16M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Apple Health Care, Inc. 401(k) Security Express end-of-year assets rose from $64M in the plan year 2022 filing to $77M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061174705 · Apple Health Care, Inc. PY 2023 · 401(k)

Apple Health Care, Inc. 401(k) Security Express · $77M · 2,641 · 89th

  • SCH $77M
  • SCH 2,641
  • SCH 89th
  • SCH 401(k)
  • SCH near Sares Regis Group 401(k) Plan
  • SCH ind #16073

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Apple Health Care, Inc. 401(k) Security Express in the asset neighbourhood

Sares Regis Group 401(k) Plan$77MXometry, Inc. 401(k) Plan$77MApple Health Care, Inc. 401(k) Security ExpressApple Health Care, Inc. 401(…$77MChoate Construction Company Profit Sharing PlanChoate Construction Company …$77MLl Flooring Holdings, Inc. 401(k) & Profit Sharing PlanLl Flooring Holdings, Inc. 4…$77M
End-of-year total assets ($M) among Apple Health Care, Inc. 401(k) Security Express and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$77M
Net Income$13M
Employer EIN061174705
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Health Care, Inc.)

Sponsor-wide plan assets over time

All Apple Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$86M 35.4265905163134% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.8M $86.4M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 2,648 $64M
2023 1 2,641 $77M
2024 1 2,752 $86M

Nearby 401(k) Plans in Connecticut

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

Apple Health Care, Inc. 401(k) Security Express vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Apple Health Care, Inc. 401(k) Security Express, Total assets ($B): 0.077190234 · Participants: 2641Apple Health Care, Inc. 401(k) Security ExpressRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Apple Health Care, Inc. 401(k) Security Express vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Apple Health Care, Inc. 401(k) Security Express side-by-side with 3 peers →

Apple Health Care, Inc. 401(k) Security Express's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Sares Regis Group 401(k) Plan in CA ($77M); by covered participants it is Materion Corporation Retirement Savings Plan in OH (2,640 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,641 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 Apple Health Care, Inc. 401(k) Security Express assets move in 2023? ▼
Apple Health Care, Inc. 401(k) Security Express grew sharply - up 21.0% during 2023, from $64M to $77M. Reported net income was $13M.
How have Apple Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Health Care, Inc.'s sponsor-wide assets grew 35.4%, from $64M to $86M.
Where does Apple Health Care, Inc. 401(k) Security Express rank by assets among Form 5500 filers? ▼
Apple Health Care, Inc. 401(k) Security Express ranks in the 89th 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 Apple Health Care, Inc. 401(k) Security Express? ▼
Among 401(k) plans in other states, the closest by assets is Sares Regis Group 401(k) Plan in CA ($77M, 919 participants).
Which 401(k) plans cover a similar participant headcount to Apple Health Care, Inc. 401(k) Security Express? ▼
Among 401(k) plans in other states, the closest by covered participants is Materion Corporation Retirement Savings Plan in OH (2,640 participants, $425M 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 061174705.

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.