401(k) · DOL Form 5500 · 2023
Aptus Upnorth Corp 401(k) Plan
Data updated 2026-08-25
- $430K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $429,771
- Avg per participant High balance/head
Official DOL plan name: Aptus Upnorth Corp Investment Plan · Sponsored by Aptus Upnorth Corp · Michigan · Real Estate
$430K in assets, 1 participants
Aptus Upnorth Corp's Aptus Upnorth Corp Investment Plan reported $430K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #1,333 in Real Estate (4,727 peers)
What the 2023 filing shows
Aptus Upnorth Corp Investment Plan holds $430K for 1 participant - about $429,771 per participant, among the smaller plans by assets on file.
- #1,333
- in Real Estate (4,727 peers)
- +0.0%
- assets growth YoY
Aptus Upnorth Corp Investment Plan among the smaller filed plans by assets
Aptus Upnorth Corp Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$429,771 17th percentile higher than 17% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Aptus Upnorth Corp Investment 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. Aptus Upnorth Corp Investment Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 851891250 · Aptus Upnorth Corp PY 2023 · 401(k)
Aptus Upnorth Corp Investment Plan · $430K · 1 · 17th
- VS-ST $430K
- VS-ST 1
- VS-ST 17th
- VS-ST 401(k)
- VS-ST near Stronger International Inc. 401(k) Plan
- VS-ST ind #1333
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 Real Estate retirement plans → · Plans in Michigan →
Aptus Upnorth Corp Investment Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $430K |
|---|---|
| Net Assets (End of Year) | $430K |
| Employer EIN | 851891250 |
| Plan Effective Date | 2020-07-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aptus Upnorth Corp)
Sponsor-wide plan assets over time
All Aptus Upnorth Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $430K 0% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $430K |
| 2023 | 1 | 1 | $430K |
| 2024 | 1 | 1 | $430K |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Aptus Upnorth Corp Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Stronger International Inc. 401(k) Plan in WA ($430K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($430K here).
- Stronger International Inc. 401(k) Plan (WA) $430K · 7
- Cozy Harbor Group, Corp. 401(k) Plan (NY) $430K · 1
- Lucrosus Holdings Inc 401(k) Plan (CA) $430K · 4
- Blue Ventures, Inc. 401(k) Plan (MA) $430K · 5
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.