401(k) · DOL Form 5500 · 2023

Apple Health Care, Inc. 401(k) Plan

Data updated 2026-08-11

$77M
Total assets
2,641
Participants
89th
Percentile by assets
$29,228
Avg per participant
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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.

  • 89th percentile by assets (of 127,072 plans)
  • #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.

$77M
total plan assets (2023 EOY)
2,641
covered participants
89th
percentile by assets (of 127,072 plans)
$29,228
avg assets per participant

Where Apple Health Care, Inc. 401(k) Security Express sits 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 $2,010,000,000 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

  • 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 →

State
Connecticut
Industry
Healthcare & Social Assistance

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Apple Health Care, Inc. 401(k) Security Express reports 2,641 participants - 3.7x that state average ($77M EOY assets).

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.)

$60M$70M$80M$90M 202220232024 $63.8M $86.4M ▲ +35.4%
Total plan assets by year, all Apple Health Care, Inc. plans on file
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 ($B) Participants Apple Health Care, I…, Total assets ($B): 0.077190234 · Participants: 2641Apple Health Care, I…Rtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savi…, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savi…The Hartford Investm…, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investm…Xerox Corporation Sa…, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Sa…Eversource 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 … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Apple Health Care, Inc. 401(k) Security Express by total assets, not by location.

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).

Next read for Apple Health Care, Inc. 401(k) Security …

Filing takeaways

Ways to act on Apple Health Care, Inc. 401(k) Security Express'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 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.