401(k) · DOL Form 5500 · 2023

Apodaca Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$121K
Total assets Small plan by assets
3
Participants Small participant base
7th
Percentile by assets National rank
$40,365
Avg per participant Low balance/head
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Official DOL plan name: Apodaca Holdings, Inc. 401(k) Plan · Sponsored by Apodaca Holdings, Inc. · Texas · Retail Trade

$121K in assets, 3 participants

Apodaca Holdings, Inc.'s Apodaca Holdings, Inc. 401(k) Plan reported $121K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #982 in Retail Trade (8,414 peers)

What the 2023 filing shows

Apodaca Holdings, Inc. 401(k) Plan holds $121K for 3 participants - about $40,365 per participant, among the smaller plans by assets on file.

#982
in Retail Trade (8,414 peers)
-1.7%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Apodaca Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Apodaca Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$121,094 7th percentile higher than 7% 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

Apodaca Holdings, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apodaca Holdings, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apodaca Holdings, Inc. 401(k) Plan reported net income fell from $123K in the plan year 2022 filing to -$2K in the plan year 2023 filing.
  • Apodaca Holdings, Inc. 401(k) Plan end-of-year assets fell from $123K in the plan year 2022 filing to $121K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 862079375 · Apodaca Holdings, Inc. PY 2023 · 401(k)

Apodaca Holdings, Inc. 401(k) Plan · $121K · 3 · 7th

  • EIN $121K
  • RANK 3
  • PHOTO 7th
  • IND 401(k)
  • EOY near Health Ventures Inc. 401(k) Plan
  • 5500 ind #982

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 Retail Trade retirement plans → · Plans in Texas →

Apodaca Holdings, Inc. 401(k) Plan in the asset neighbourhood

Apodaca Holdings, Inc. 401(k) PlanApodaca Holdings, Inc. 401(k…$121KHealth Ventures Inc. 401(k) PlanHealth Ventures Inc. 401(k) …$121KPeak Shine, Inc. 401(k) Profit Sharing PlanPeak Shine, Inc. 401(k) Prof…$121KSiloam Smiles Family Dentistry 401(k)Siloam Smiles Family Dentist…$121KPeaceful Massage Retirement PlanPeaceful Massage Retirement …$121K
End-of-year total assets ($M) among Apodaca Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$123K
Net Assets (End of Year)$121K
Net Income-$2K
Employer EIN862079375
Plan Effective Date2021-02-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Apodaca Holdings, Inc.)

Sponsor-wide plan assets over time

All Apodaca Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$111K 9.674013676157681% vs 2022
2024 filing year
$0.11M$0.11M$0.12M$0.12M$0.13M 202220232024 $0.12M $0.11M ▼ -8.3%
Year Plans Participants Total Assets
2022 1 N/A $123K
2023 1 3 $121K
2024 1 3 $111K

Nearby 401(k) Plans in Texas

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

Apodaca Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Apodaca Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000121094 · Participants: 3Apodaca Holdings, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Apodaca Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Apodaca Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Apodaca Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Health Ventures Inc. 401(k) Plan in NJ ($121K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Apodaca Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Apodaca Holdings, Inc. 401(k) Plan edged down modestly - down 1.7% during 2023, from $123K to $121K. Reported net income was -$2K.
How have Apodaca Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apodaca Holdings, Inc.'s sponsor-wide assets declined 9.7%, from $123K to $111K.
Where does Apodaca Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Apodaca Holdings, Inc. 401(k) Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Apodaca Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Ventures Inc. 401(k) Plan in NJ ($121K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Apodaca Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 862079375.

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.