401(k) · DOL Form 5500 · 2024

Apex Analytix LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
298
Participants Below avg headcount
83rd
Percentile by assets National rank
$150,443
Avg per participant Above avg balance/head
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Official DOL plan name: Apex Analytix 401(k) Profit Sharing Plan · Sponsored by Apex Analytix LLC · North Carolina · Professional & Technical Services

$45M in assets, 298 participants

Apex Analytix LLC's Apex Analytix 401(k) Profit Sharing Plan reported $45M in total assets and 298 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,848 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Apex Analytix 401(k) Profit Sharing Plan covers 298 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $45M.

#16,848
in Professional & Technical Services (20,173 peers)
+5.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Apex Analytix 401(k) Profit Sharing Plan's outsized position by total assets

Apex Analytix 401(k) Profit Sharing Plan vs every filed plan by assets

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

$44,832,046 Top 17% higher than 83% 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 Analytix 401(k) Profit Sharing 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 Analytix 401(k) Profit Sharing Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apex Analytix 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Apex Analytix 401(k) Profit Sharing Plan end-of-year assets rose from $42M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133559998 · Apex Analytix LLC PY 2024 · 401(k)

Apex Analytix 401(k) Profit Sharing Plan · $45M · 298 · 83rd

  • PCT $45M
  • PCT 298
  • PCT 83rd
  • PCT 401(k)
  • PCT near Workers Federal Credit Union 401(k) Retirement Plan
  • PCT ind #16848

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Apex Analytix 401(k) Profit Sharing Plan in the asset neighbourhood

Community Care Partners Retirement Savings PlanCommunity Care Partners Reti…$45MApex Analytix 401(k) Profit Sharing PlanApex Analytix 401(k) Profit …$45MWorkers Federal Credit Union 401(k) Retirement PlanWorkers Federal Credit Union…$45MBullis School 401(k) Plan$45MSpringbrook Employees 401(k) PlanSpringbrook Employees 401(k)…$45M
End-of-year total assets ($M) among Apex Analytix 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$45M
Net Income$2M
Employer EIN133559998
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apex Analytix LLC)

Sponsor-wide plan assets over time

All Apex Analytix LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 27.11987384431603% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.3M $44.8M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 294 $35M
2023 1 298 $42M
2024 1 298 $45M

Nearby 401(k) Plans in North Carolina

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

Apex Analytix 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Apex Analytix 401(k) Profit Sharing Plan, Total assets ($B): 0.044832046 · Participants: 298Apex Analytix 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Apex Analytix 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Apex Analytix 401(k) Profit Sharing Plan side-by-side with 3 peers →

Apex Analytix 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Workers Federal Credit Union 401(k) Retirement Plan in MA ($45M); by covered participants it is Sentral Services 401(k) Plan in MD (298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Apex Analytix 401(k) Profit Sharing Plan assets move in 2024? ▼
Apex Analytix 401(k) Profit Sharing Plan grew at a solid clip - up 5.7% during 2024, from $42M to $45M. Reported net income was $2M.
How have Apex Analytix LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Analytix LLC's sponsor-wide assets grew 27.1%, from $35M to $45M.
Where does Apex Analytix 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Apex Analytix 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Apex Analytix 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Workers Federal Credit Union 401(k) Retirement Plan in MA ($45M, 325 participants).
Which 401(k) plans cover a similar participant headcount to Apex Analytix 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentral Services 401(k) Plan in MD (298 participants, $511K 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 133559998.

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.