401(k) · DOL Form 5500 · 2023

Apwu - Health Plan 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
140
Participants Small participant base
63rd
Percentile by assets National rank
$88,367
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apwu - Hp Bargaining Unit Defined Contribution Plan · Sponsored by Apwu - Health Plan · Maryland · Finance & Insurance

$12M in assets, 140 participants

Apwu - Health Plan's Apwu - Hp Bargaining Unit Defined Contribution Plan reported $12M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,270 in Finance & Insurance (8,869 peers)

Coverage in Maryland

Apwu - Hp Bargaining Unit Defined Contribution Plan covers 140 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $12M.

#4,270
in Finance & Insurance (8,869 peers)
+19.6%
assets growth YoY

Apwu - Hp Bargaining Unit Defined Contribution Plan's mid-pack asset rank among Finance & Insurance and all filers

Apwu - Hp Bargaining Unit Defined Contribution Plan vs every filed plan by assets

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

$12,371,336 Top 37% higher than 63% 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

Apwu - Hp Bargaining Unit Defined Contribution 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. Apwu - Hp Bargaining Unit Defined Contribution Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apwu - Hp Bargaining Unit Defined Contribution Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Apwu - Hp Bargaining Unit Defined Contribution Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Apwu - Hp Bargaining Unit Defined Contribution Plan reported participants rose from 138 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520940594 · Apwu - Health Plan PY 2023 · 401(k)

Apwu - Hp Bargaining Unit Defined Contribution Plan · $12M · 140 · 63rd

  • ASSETS $12M
  • PCT 140
  • EIN 63rd
  • RANK 401(k)
  • PHOTO near Mid-America Orthopedics, L.L.C. 401(k) Retirement Plan
  • IND ind #4270

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 Finance & Insurance retirement plans → · Plans in Maryland →

Apwu - Hp Bargaining Unit Defined Contribution Plan in the asset neighbourhood

Apwu - Hp Bargaining Unit Defined Contribution PlanApwu - Hp Bargaining Unit De…$12MMid-America Orthopedics, L.L.C. 401(k) Retirement PlanMid-America Orthopedics, L.L…$12MToyota & Honda of Santa Maria 401(k) Plan & TrustToyota & Honda of Santa Mari…$12MWhite House Motel Profit Sharing PlanWhite House Motel Profit Sha…$12MRhino Linings 401(k) Retirement Savings PlanRhino Linings 401(k) Retirem…$12M
End-of-year total assets ($M) among Apwu - Hp Bargaining Unit Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN520940594
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apwu - Health Plan)

Sponsor-wide plan assets over time

All Apwu - Health Plan plans reported in each filing year

Latest sponsor-wide plan assets
$108M 7.384344195559887% vs 2022
2024 filing year
$95M$100M$105M$110M 202220232024 $101M $108M ▲ +7.4%
Year Plans Participants Total Assets
2022 3 373 $101M
2023 3 377 $107M
2024 3 381 $108M

Nearby 401(k) Plans in Maryland

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

Apwu - Hp Bargaining Unit Defined Contribution Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Apwu - Hp Bargaining Unit Defined Contribution Plan, Total assets ($B): 0.012371336 · Participants: 140Apwu - Hp Bargaining Unit Defined Contribution PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Apwu - Hp Bargaining Unit Defined Contribution Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Apwu - Hp Bargaining Unit Defined Contribution Plan side-by-side with 3 peers →

Apwu - Hp Bargaining Unit Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Mid-America Orthopedics, L.L.C. 401(k) Retirement Plan in KS ($12M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Apwu - Hp Bargaining Unit Defined Contribution Plan assets move in 2023? ▼
Apwu - Hp Bargaining Unit Defined Contribution Plan grew sharply - up 19.6% during 2023, from $10M to $12M. Reported net income was $2M.
How have Apwu - Health Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apwu - Health Plan's sponsor-wide assets grew 7.4%, from $101M to $108M.
Which 401(k) plans are similar in size to Apwu - Hp Bargaining Unit Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-America Orthopedics, L.L.C. 401(k) Retirement Plan in KS ($12M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Apwu - Hp Bargaining Unit Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 520940594.

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.