Other · DOL Form 5500 · 2023

Apex Homecare Services Inc Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 148
Participants Small participant base: 30th
Percentile by assets National rank: $12,780
Avg per participant Low balance/head

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Official DOL plan name: Apex Homecare Services Inc Emp Retire Plan & Trust · Sponsored by Apex Homecare Services Inc · California · Healthcare & Social Assistance

$2M in assets, 148 participants

Apex Homecare Services Inc's Apex Homecare Services Inc Emp Retire Plan & Trust reported $2M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#4,992 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Apex Homecare Services Inc Emp Retire Plan & Trust covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $2M.

#4,992
in Healthcare & Social Assistance (17,684 peers): +22.4%
assets growth YoY

Apex Homecare Services Inc Emp Retire Plan & Trust among the smaller filed plans by assets

Apex Homecare Services Inc Emp Retire Plan & Trust vs every filed plan by assets

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

$1,891,399 30th percentile higher than 30% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Apex Homecare Services Inc Emp Retire 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 Homecare Services Inc Emp Retire Plan & Trust sits mid-pack in the medium band (148 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 954847068 · Apex Homecare Services Inc PY 2023 · Other

Apex Homecare Services Inc Emp Retire Plan & Trust · $2M · 148 · 30th

ASSETS $2M
PCT 148
EIN 30th
RANK Other
PHOTO near Community Program Centers of Long Island, Inc. 403
IND ind #4992

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 California →

End-of-year total assets ($M) among Apex Homecare Services Inc Emp Retire Plan & Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$339K
Employer EIN	954847068
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Apex Homecare Services Inc)

Latest sponsor-wide plan assets: $2M 16.843563943937795% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	148	$2M
2024	1	146	$2M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Apex Homecare Services Inc Emp Retire Plan & Trust vs. nearby Other plans in California, assets vs. participants

Stanford Contributory Retirement Plan $11.0B · 21,674
Sutter Health 403(b) Savings Plan $6.5B · 50,273
Stanford Health Care Retirement Savings Plan $5.8B · 22,681
Caltech Base Retirement Plan $4.8B · 10,682
University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764

Compare Apex Homecare Services Inc Emp Retire Plan & Trust side-by-side with 3 peers →

Apex Homecare Services Inc Emp Retire Plan & Trust's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Community Program Centers of Long Island, Inc. 403 in NY ($2M); by covered participants it is Unbound Retirement Plan in KS (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Community Program Centers of Long Island, Inc. 403 (NY) $2M · 132
403(b) Retirement Plan of Pioneer Resources, Inc. (MI) $2M · 184
403(b) Thrift Plan of Economic Improvement Council, Inc. (NC) $2M · 321
Mueller Fleshing & Supply Inc Profit Sharing Plan (MN) $2M · 2

Similar participant headcount

Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.

Unbound Retirement Plan (KS) 148 · 0 off
Houghton University Defined Contribution Plan (NY) 148 · 0 off
The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan (IL) 148 · 0 off
Children International 403(b) Plan (MO) 148 · 0 off

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 Homecare Services Inc Emp Retire Plan & Trust assets move in 2023? ▼

Apex Homecare Services Inc Emp Retire Plan & Trust grew sharply - up 22.4% during 2023, from $2M to $2M. Reported net income was $339K.

How have Apex Homecare Services Inc plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Apex Homecare Services Inc's sponsor-wide assets grew 16.8%, from $2M to $2M.

Which Other plans are similar in size to Apex Homecare Services Inc Emp Retire Plan & Trust? ▼

Among Other plans in other states, the closest by assets is Community Program Centers of Long Island, Inc. 403 in NY ($2M, 132 participants).

Which Other plans cover a similar participant headcount to Apex Homecare Services Inc Emp Retire Plan & Trust? ▼

Among Other plans in other states, the closest by covered participants is Unbound Retirement Plan in KS (148 participants, $19M 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 954847068.