401(k) · DOL Form 5500 · 2023

Apogee Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
126
Participants Small participant base
38th
Percentile by assets National rank
$27,848
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apogee 401(k) Plan · Sponsored by Apogee Solutions, Inc. · Virginia · Professional & Technical Services

$4M in assets, 126 participants

Apogee Solutions, Inc.'s Apogee 401(k) Plan reported $4M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,144 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Apogee 401(k) Plan covers 126 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: $4M.

#7,144
in Professional & Technical Services (20,321 peers)
+42.3%
assets growth YoY

Apogee 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Apogee 401(k) Plan vs every filed plan by assets

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

$3,508,805 38th percentile higher than 38% 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

Apogee 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. Apogee 401(k) Plan sits mid-pack in the medium band (126 participants).

EBSA filing schedule strip

Filing strip 542074565 · Apogee Solutions, Inc. PY 2023 · 401(k)

Apogee 401(k) Plan · $4M · 126 · 38th

  • BOOK $4M
  • BOOK 126
  • BOOK 38th
  • BOOK 401(k)
  • BOOK near Freedom Senior Services 401(k) Profit Sharing Plan & Trust
  • BOOK ind #7144

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 Virginia →

Apogee 401(k) Plan in the asset neighbourhood

Apogee 401(k) Plan$4MFreedom Senior Services 401(k) Profit Sharing Plan & TrustFreedom Senior Services 401(…$4MSwain Dental, P.a. Profit Sharing PlanSwain Dental, P.a. Profit Sh…$4MCure 4 the Kids Foundation Retirement PlanCure 4 the Kids Foundation R…$4MThe Box 401(k) Plan$4M
End-of-year total assets ($M) among Apogee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN542074565
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apogee Solutions, Inc.)

Sponsor-wide plan assets over time

All Apogee Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 47.094922630354205% vs 2023
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 20232024 $3.51M $5.16M ▲ +47.0%
Year Plans Participants Total Assets
2023 1 126 $4M
2024 1 117 $5M

Nearby 401(k) Plans in Virginia

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

Apogee 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Apogee 401(k) Plan, Total assets ($B): 0.003508805 · Participants: 126Apogee 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Apogee 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Apogee 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Freedom Senior Services 401(k) Profit Sharing Plan & Trust in KY ($4M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Apogee 401(k) Plan assets move in 2023? ▼
Apogee 401(k) Plan surged - up 42.3% during 2023, from $2M to $4M. Reported net income was $1M.
How have Apogee Solutions, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Apogee Solutions, Inc.'s sponsor-wide assets grew 47.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Apogee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freedom Senior Services 401(k) Profit Sharing Plan & Trust in KY ($4M, 1,717 participants).
Which 401(k) plans cover a similar participant headcount to Apogee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 542074565.

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.