401(k) · DOL Form 5500 · 2024

Az Apice Capital Management Ll 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$410,101
Avg per participant High balance/head
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Official DOL plan name: Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust · Sponsored by Az Apice Capital Management Ll · Florida · Finance & Insurance

$2M in assets, 4 participants

Az Apice Capital Management Ll's Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,444 in Finance & Insurance (8,549 peers)

Az Apice Capital Management Ll multi-year trail

Az Apice Capital Management Ll's plans moved +48.1% in assets from 2022 to 2024; this filing shows Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust at $2M / 4 participants.

#1,444
in Finance & Insurance (8,549 peers)
+20.6%
assets growth YoY

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,640,404 27th percentile higher than 27% 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

Az Apice Capital Management Ll 401(k) 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. Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust reported participants fell from 6 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust reported net income rose from $253K in the plan year 2023 filing to $280K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 475360150 · Az Apice Capital Management Ll PY 2024 · 401(k)

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust · $2M · 4 · 27th

  • PCT $2M
  • EIN 4
  • RANK 27th
  • PHOTO 401(k)
  • IND near Voyager Systems Inc 401(k) Profit Sharing Plan & Trust
  • EOY ind #1444

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 Florida →

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & TrustAz Apice Capital Management …$2MVoyager Systems Inc 401(k) Profit Sharing Plan & TrustVoyager Systems Inc 401(k) P…$2MHisle & Company 401(k) Plan$2MTitan Aquatic, Inc. 401(k) PlanTitan Aquatic, Inc. 401(k) P…$2MUniversal Enterprises, Inc. 401(k) Plan & TrustUniversal Enterprises, Inc. …$2M
End-of-year total assets ($M) among Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Az Apice Capital Management Ll multi-year asset trail

Sponsor-wide plan assets over time

All Az Apice Capital Management Ll plans reported in each filing year

Latest sponsor-wide plan assets
$2M 48.051303388005564% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.11M $1.64M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 6 $1M
2024 1 4 $2M

Az Apice Capital Management Ll filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$280K
Employer EIN475360150
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001640404 · Participants: 4Az Apice Capital Management Ll 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Voyager Systems Inc 401(k) Profit Sharing Plan & Trust in NH ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust grew sharply - up 20.6% during 2024, from $1M to $2M. Reported net income was $280K.
How have Az Apice Capital Management Ll plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Az Apice Capital Management Ll's sponsor-wide assets grew 48.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Voyager Systems Inc 401(k) Profit Sharing Plan & Trust in NH ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Az Apice Capital Management Ll 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 475360150.

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.