401(k) · DOL Form 5500 · 2024

Apex Caring Services, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
134
Participants Small participant base
31st
Percentile by assets National rank
$17,800
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Apex Caring Services 401(k) Plan · Sponsored by Apex Caring Services, LLC · Colorado · Healthcare & Social Assistance

$2M in assets, 134 participants

Apex Caring Services, LLC's Apex Caring Services 401(k) Plan reported $2M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,118 in Healthcare & Social Assistance (16,916 peers)

Coverage in Colorado

Apex Caring Services 401(k) Plan covers 134 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $2M.

#5,118
in Healthcare & Social Assistance (16,916 peers)
+75.7%
assets growth YoY

Apex Caring Services 401(k) Plan among the smaller filed plans by assets

Apex Caring Services 401(k) Plan vs every filed plan by assets

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

$2,385,150 31st percentile higher than 31% 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

Apex Caring Services 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apex Caring Services 401(k) Plan sits mid-pack in the medium band (134 participants).

Form 5500 schedule snapshot

Filing strip 820766204 · Apex Caring Services, LLC PY 2024 · 401(k)

Apex Caring Services 401(k) Plan · $2M · 134 · 31st

  • EBSA $2M
  • PART 134
  • TYPE 31st
  • NET 401(k)
  • BOOK near Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan
  • VS-ST ind #5118

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 Healthcare & Social Assistance retirement plans → · Plans in Colorado →

Apex Caring Services 401(k) Plan in the asset neighbourhood

Apex Caring Services 401(k) PlanApex Caring Services 401(k) …$2MWestchester Spine & Brain Surgery 401(k) Profit Sharing PlanWestchester Spine & Brain Su…$2MCalifornia Eye Specialists 401(k) Profit Sharing Plan and TrustCalifornia Eye Specialists 4…$2MTier 1 Nutritionals, Inc. 401(k) Profit Sharing PlanTier 1 Nutritionals, Inc. 40…$2MCommonwealth Packaging Corporation 401(k) Profit Sharing PlanCommonwealth Packaging Corpo…$2M
End-of-year total assets ($M) among Apex Caring Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN820766204
Plan Effective Date2018-07-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Apex Caring Services 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Apex Caring Services 401(k) Plan, Total assets ($B): 0.00238515 · Participants: 134Apex Caring Services 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Apex Caring Services 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Apex Caring Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan in NY ($2M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

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 Apex Caring Services 401(k) Plan assets move in 2024?
Apex Caring Services 401(k) Plan surged - up 75.7% during 2024, from $1M to $2M. Reported net income was $1M.
Which 401(k) plans are similar in size to Apex Caring Services 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan in NY ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Apex Caring Services 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M in assets).