401(k) · DOL Form 5500 · 2023

Aptean, Inc. 401(k) Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
715
Participants Below avg headcount
92nd
Percentile by assets National rank
$151,484
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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

$108M in assets, 715 participants

Aptean, Inc.'s Aptean 401(k) Plan reported $108M in total assets and 715 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,891 in Professional & Technical Services (20,321 peers)

Where Aptean 401(k) Plan sits by assets

Aptean 401(k) Plan sits in the top 10% of all filed plans by assets, $108M for 715 participants (~$151,484/participant), up 22.5% in 2023.

#18,891
in Professional & Technical Services (20,321 peers)
+22.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

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

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

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

$108,310,814 Top 8% higher than 92% 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

Aptean 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. Aptean 401(k) Plan sits mid-pack in the medium band (715 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aptean 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Aptean 401(k) Plan end-of-year assets rose from $88M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Aptean 401(k) Plan reported participants rose from 691 in the plan year 2022 filing to 715 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351665080 · Aptean, Inc. PY 2023 · 401(k)

Aptean 401(k) Plan · $108M · 715 · 92nd

  • NET $108M
  • NET 715
  • NET 92nd
  • NET 401(k)
  • NET near Income Research & Management Profit Sharing 401(k) Plan & Trust
  • NET ind #18891

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 Georgia →

Aptean 401(k) Plan in the asset neighbourhood

Hartford Healthcare 401(k) Retirement Savings PlanHartford Healthcare 401(k) R…$108MKioxia America, Inc. 401(k) Savings PlanKioxia America, Inc. 401(k) …$108MSteamfitters and Plumbers Local Union No 464 401(k) PlanSteamfitters and Plumbers Lo…$108MAptean 401(k) Plan$108MIncome Research & Management Profit Sharing 401(k) Plan & TrustIncome Research & Management…$108M
End-of-year total assets ($M) among Aptean 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$108M
Net Income$20M
Employer EIN351665080
Plan Effective Date2012-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aptean, Inc.)

Sponsor-wide plan assets over time

All Aptean, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$124M 39.93877865231692% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.4M $124M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 691 $88M
2023 1 715 $108M
2024 1 706 $124M

Nearby 401(k) Plans in Georgia

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

Aptean 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Aptean 401(k) Plan, Total assets ($B): 0.108310814 · Participants: 715Aptean 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Aptean 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Aptean 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Income Research & Management Profit Sharing 401(k) Plan & Trust in MA ($108M); by covered participants it is Nmc Group, Inc. 401(k) Retirement Plan in NE (715 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (715 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 Aptean 401(k) Plan assets move in 2023? ▼
Aptean 401(k) Plan grew sharply - up 22.5% during 2023, from $88M to $108M. Reported net income was $20M.
How have Aptean, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aptean, Inc.'s sponsor-wide assets grew 39.9%, from $88M to $124M.
Where does Aptean 401(k) Plan rank by assets among Form 5500 filers? ▼
Aptean 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Aptean 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Income Research & Management Profit Sharing 401(k) Plan & Trust in MA ($108M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Aptean 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nmc Group, Inc. 401(k) Retirement Plan in NE (715 participants, $79M 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 351665080.

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.