401(k) · DOL Form 5500 · 2023

Apollo Endosurgery, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
137
Participants Small participant base
68th
Percentile by assets National rank
$115,038
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apollo Endosurgery 401(k) Plan · Sponsored by Apollo Endosurgery, Inc. · Texas · Manufacturing

$16M in assets, 137 participants

Apollo Endosurgery, Inc.'s Apollo Endosurgery 401(k) Plan reported $16M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,636 in Manufacturing (18,722 peers)

Coverage in Texas

Apollo Endosurgery 401(k) Plan covers 137 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#10,636
in Manufacturing (18,722 peers)
+34.4%
assets growth YoY

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

Apollo Endosurgery 401(k) Plan vs every filed plan by assets

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

$15,760,178 Top 32% higher than 68% 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

Apollo Endosurgery 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. Apollo Endosurgery 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apollo Endosurgery 401(k) Plan reported net income rose from -$972K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Apollo Endosurgery 401(k) Plan reported participants rose from 100 in the plan year 2022 filing to 137 in the plan year 2023 filing.
  • Apollo Endosurgery 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203412701 · Apollo Endosurgery, Inc. PY 2023 · 401(k)

Apollo Endosurgery 401(k) Plan · $16M · 137 · 68th

  • BOY $16M
  • BOY 137
  • BOY 68th
  • BOY 401(k)
  • BOY near Nippon Steel Pipe America, Inc. Savings and Investment Plan
  • BOY ind #10636

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 Manufacturing retirement plans → · Plans in Texas →

Apollo Endosurgery 401(k) Plan in the asset neighbourhood

Apollo Endosurgery 401(k) PlanApollo Endosurgery 401(k) Pl…$16MNippon Steel Pipe America, Inc. Savings and Investment PlanNippon Steel Pipe America, I…$16MMaxisiq Inc 401(k) Plan$16MReliable Medical Supply, LLC 401(k) Profit Sharing PlanReliable Medical Supply, LLC…$16MVelir Studios 401(k) Plan$16M
End-of-year total assets ($M) among Apollo Endosurgery 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN203412701
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apollo Endosurgery, Inc.)

Sponsor-wide plan assets over time

All Apollo Endosurgery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $11.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 100 $12M
2023 1 137 $16M
2024 1 N/A N/A

Nearby 401(k) Plans in Texas

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

Apollo Endosurgery 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Apollo Endosurgery 401(k) Plan, Total assets ($B): 0.015760178 · Participants: 137Apollo Endosurgery 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
Apollo Endosurgery 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Apollo Endosurgery 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Nippon Steel Pipe America, Inc. Savings and Investment Plan in IN ($16M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Apollo Endosurgery 401(k) Plan assets move in 2023? ▼
Apollo Endosurgery 401(k) Plan surged - up 34.4% during 2023, from $12M to $16M. Reported net income was $4M.
Which 401(k) plans are similar in size to Apollo Endosurgery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nippon Steel Pipe America, Inc. Savings and Investment Plan in IN ($16M, 415 participants).
Which 401(k) plans cover a similar participant headcount to Apollo Endosurgery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 203412701.

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.