Other · DOL Form 5500 · 2023
Apex Homecare Services Inc Retirement Plan
Data updated 2026-08-11
- $2M
- Total assets
- 148
- Participants
- 30th
- Percentile by assets
- $12,780
- Avg per participant
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.
- 30th percentile by assets (of 127,072 plans)
- #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.
- $2M
- total plan assets (2023 EOY)
- 148
- covered participants
- 30th
- percentile by assets (of 127,072 plans)
- $12,780
- avg assets per participant
Where Apex Homecare Services Inc Emp Retire Plan & Trust sits by total 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Apex Homecare Services Inc Emp Retire Plan & Trust reports 148 participants - about 23% of that state average ($2M EOY assets).
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)
| 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.
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Apex Homecare Services Inc Emp Retire Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Apex Homecare Services Inc Emp Retire Plan & Trust assets move in 2023? ▼
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Filing takeaways
Ways to act on Apex Homecare Services Inc Emp Retire Plan & Trust's numbers.
- By total assets, Apex Homecare Services Inc Emp Retire Plan & Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Apex Homecare Services Inc's sponsor-wide assets have grown 16.8% since 2023 across 2 plan years on file. More Healthcare & Social Assistance plans