Profit Sharing · DOL Form 5500 · 2024

Apis Capital Advisors LLC Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
37th
Percentile by assets National rank
$422,045
Avg per participant High balance/head
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Official DOL plan name: Apis Capital Advisors LLC Profit Sharing Plan & Trust · Sponsored by Apis Capital Advisors LLC · New York · Finance & Insurance

$4M in assets, 9 participants

Apis Capital Advisors LLC's Apis Capital Advisors LLC Profit Sharing Plan & Trust reported $4M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,115 in Finance & Insurance (8,549 peers)

Apis Capital Advisors LLC multi-year trail

Apis Capital Advisors LLC's plans moved +38.9% in assets from 2022 to 2024; this filing shows Apis Capital Advisors LLC Profit Sharing Plan & Trust at $4M / 9 participants.

#2,115
in Finance & Insurance (8,549 peers)
+18.7%
assets growth YoY

Apis Capital Advisors LLC Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Apis Capital Advisors LLC Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,798,407 37th percentile higher than 37% of 123,620 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 2024

Apis Capital Advisors LLC Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apis Capital Advisors LLC Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apis Capital Advisors LLC Profit Sharing Plan & Trust reported net income rose from $466K in the plan year 2023 filing to $598K in the plan year 2024 filing.
  • Apis Capital Advisors LLC Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Apis Capital Advisors LLC Profit Sharing Plan & Trust reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200692626 · Apis Capital Advisors LLC PY 2024 · Profit Sharing

Apis Capital Advisors LLC Profit Sharing Plan & Trust · $4M · 9 · 37th

  • TYPE $4M
  • NET 9
  • BOOK 37th
  • VS-ST Profit Sharing
  • BOY near Confidence Plumbing Company Profit Sharing Plan
  • SCH ind #2115

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 New York →

Apis Capital Advisors LLC Profit Sharing Plan & Trust in the asset neighbourhood

Apis Capital Advisors LLC Profit Sharing Plan & TrustApis Capital Advisors LLC Pr…$4MConfidence Plumbing Company Profit Sharing PlanConfidence Plumbing Company …$4MStuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing PlanStuart S. Kassan, M.D., F.a.…$4MPhillips Fractor & Co., LLC Profit Sharing PlanPhillips Fractor & Co., LLC …$4MJeffrey W Irwin Dds Profit Sharing Pension PlanJeffrey W Irwin Dds Profit S…$4M
End-of-year total assets ($M) among Apis Capital Advisors LLC Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Apis Capital Advisors LLC multi-year asset trail

Sponsor-wide plan assets over time

All Apis Capital Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.93628928425119% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.73M $3.8M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 8 $3M
2024 1 9 $4M

Apis Capital Advisors LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$598K
Employer EIN200692626
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Apis Capital Advisors LLC Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Apis Capital Advisors LLC Profit Sharing Plan & Trust, Total assets ($B): 0.003798407 · Participants: 9Apis Capital Advisors LLC Profit Sharing Plan & TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Apis Capital Advisors LLC Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Apis Capital Advisors LLC Profit Sharing Plan & Trust side-by-side with 3 peers →

Apis Capital Advisors LLC Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Confidence Plumbing Company Profit Sharing Plan in CO ($4M); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Apis Capital Advisors LLC Profit Sharing Plan & Trust assets move in 2024? ▼
Apis Capital Advisors LLC Profit Sharing Plan & Trust grew sharply - up 18.7% during 2024, from $3M to $4M. Reported net income was $598K.
How have Apis Capital Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apis Capital Advisors LLC's sponsor-wide assets grew 38.9%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Apis Capital Advisors LLC Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Confidence Plumbing Company Profit Sharing Plan in CO ($4M, 120 participants).
Which Profit Sharing plans cover a similar participant headcount to Apis Capital Advisors LLC Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mab Financial Services, Inc. Retirement Plan in MD (9 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200692626.

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.