401(k) · DOL Form 5500 · 2023

Aperia Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
183
Participants Below avg headcount
59th
Percentile by assets National rank
$55,347
Avg per participant Low balance/head
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Official DOL plan name: Aperia Solutions, Inc. 401(k) Plan · Sponsored by Aperia Solutions, Inc. · Texas · Finance & Insurance

$10M in assets, 183 participants

Aperia Solutions, Inc.'s Aperia Solutions, Inc. 401(k) Plan reported $10M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,867 in Finance & Insurance (8,869 peers)

Coverage in Texas

Aperia Solutions, Inc. 401(k) Plan covers 183 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#3,867
in Finance & Insurance (8,869 peers)
+41.7%
assets growth YoY

Aperia Solutions, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Aperia Solutions, Inc. 401(k) Plan vs every filed plan by assets

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

$10,128,453 Top 41% higher than 59% 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

Aperia Solutions, Inc. 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. Aperia Solutions, Inc. 401(k) Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aperia Solutions, Inc. 401(k) Plan reported net income rose from $289K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Aperia Solutions, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Aperia Solutions, Inc. 401(k) Plan reported participants rose from 160 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760680231 · Aperia Solutions, Inc. PY 2023 · 401(k)

Aperia Solutions, Inc. 401(k) Plan · $10M · 183 · 59th

  • RANK $10M
  • PHOTO 183
  • IND 59th
  • EOY 401(k)
  • 5500 near Trenwick America Services Corporation 401(k) Plan
  • ASSETS ind #3867

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 Texas →

Aperia Solutions, Inc. 401(k) Plan in the asset neighbourhood

Aperia Solutions, Inc. 401(k) PlanAperia Solutions, Inc. 401(k…$10MTrenwick America Services Corporation 401(k) PlanTrenwick America Services Co…$10MBradley County Financial Corporation 401(k) PlanBradley County Financial Cor…$10MRohlig USA, LLC 401(k) Plan$10MGo Kids Retirement Plan$10M
End-of-year total assets ($M) among Aperia Solutions, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN760680231
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aperia Solutions, Inc.)

Sponsor-wide plan assets over time

All Aperia Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 59.77448869616858% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.15M $11.4M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 160 $7M
2023 1 183 $10M
2024 1 151 $11M

Nearby 401(k) Plans in Texas

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

Aperia Solutions, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Aperia Solutions, Inc. 401(k) Plan, Total assets ($B): 0.010128453 · Participants: 183Aperia Solutions, 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
Aperia Solutions, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Aperia Solutions, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Trenwick America Services Corporation 401(k) Plan in CT ($10M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Aperia Solutions, Inc. 401(k) Plan assets move in 2023? ▼
Aperia Solutions, Inc. 401(k) Plan surged - up 41.7% during 2023, from $7M to $10M. Reported net income was $3M.
How have Aperia Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aperia Solutions, Inc.'s sponsor-wide assets grew 59.8%, from $7M to $11M.
Which 401(k) plans are similar in size to Aperia Solutions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trenwick America Services Corporation 401(k) Plan in CT ($10M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Aperia Solutions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants, $1M 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 760680231.

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.