401(k) · DOL Form 5500 · 2024

Apprio, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
186
Participants Below avg headcount
56th
Percentile by assets National rank
$54,282
Avg per participant Low balance/head
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Official DOL plan name: Apprio, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Apprio, Inc. · District of Columbia · Professional & Technical Services

$10M in assets, 186 participants

Apprio, Inc.'s Apprio, Inc. 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,931 in Professional & Technical Services (20,173 peers)

Coverage in District of Columbia

Apprio, Inc. 401(k) Profit Sharing Plan & Trust covers 186 participants in District of Columbia, about 13% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $10M.

#10,931
in Professional & Technical Services (20,173 peers)
+8.4%
assets growth YoY

Apprio, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Apprio, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,096,421 Top 44% higher than 56% 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

Apprio, Inc. 401(k) Profit Sharing Plan & Trust 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. Apprio, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apprio, Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $780K in the plan year 2024 filing.
  • Apprio, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 213 in the plan year 2023 filing to 186 in the plan year 2024 filing.
  • Apprio, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 522113647 · Apprio, Inc. PY 2024 · 401(k)

Apprio, Inc. 401(k) Profit Sharing Plan & Trust · $10M · 186 · 56th

  • BOOK $10M
  • VS-ST 186
  • BOY 56th
  • SCH 401(k)
  • EBSA near Intellipro Service Mep
  • PART ind #10931

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 District of Columbia →

Apprio, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Apprio, Inc. 401(k) Profit Sharing Plan & TrustApprio, Inc. 401(k) Profit S…$10MIntellipro Service Mep$10MIntermex Wire Transfer LLC 401(k) PlanIntermex Wire Transfer LLC 4…$10MDundee Resort Development Savings PlanDundee Resort Development Sa…$10MChenmark Retirement Savings 401(k) PlanChenmark Retirement Savings …$10M
End-of-year total assets ($M) among Apprio, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$780K
Employer EIN522113647
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apprio, Inc.)

Sponsor-wide plan assets over time

All Apprio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.411254396373394% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.51M $10.1M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 229 $8M
2023 1 213 $9M
2024 1 186 $10M

Nearby 401(k) Plans in District of Columbia

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

Apprio, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Apprio, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.010096421 · Participants: 186Apprio, Inc. 401(k) Profit Sharing Plan & TrustDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Apprio, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Apprio, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Apprio, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Intellipro Service Mep in CA ($10M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 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 (186 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 Apprio, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Apprio, Inc. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 8.4% during 2024, from $9M to $10M. Reported net income was $780K.
How have Apprio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apprio, Inc.'s sponsor-wide assets grew 34.4%, from $8M to $10M.
Which 401(k) plans are similar in size to Apprio, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Intellipro Service Mep in CA ($10M, 297 participants).
Which 401(k) plans cover a similar participant headcount to Apprio, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Recovery Unplugged 401(k) Plan in FL (186 participants, $859K 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 522113647.

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.