401(k) · DOL Form 5500 · 2024

Apex Heritage Group, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
253
Participants Below avg headcount
43rd
Percentile by assets National rank
$21,135
Avg per participant Low balance/head
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Official DOL plan name: Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Apex Heritage Group, LLC · Texas · Management of Enterprises

$5M in assets, 253 participants

Apex Heritage Group, LLC's Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 253 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #338 in Management of Enterprises (1,133 peers)

Coverage in Texas

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust covers 253 participants in Texas, about 37% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#338
in Management of Enterprises (1,133 peers)
-41.9%
assets change YoY

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Management of Enterprises and all filers

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,347,043 43rd percentile higher than 43% 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 Heritage Group, LLC 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. Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 436 in the plan year 2023 filing to 253 in the plan year 2024 filing.
  • Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 461669012 · Apex Heritage Group, LLC PY 2024 · 401(k)

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust · $5M · 253 · 43rd

  • RANK $5M
  • PHOTO 253
  • IND 43rd
  • EOY 401(k)
  • 5500 near East Hardwood 401(k) Profit Sharing Plan
  • ASSETS ind #338

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 Management of Enterprises retirement plans → · Plans in Texas →

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & TrustApex Heritage Group, LLC 401…$5MEast Hardwood 401(k) Profit Sharing PlanEast Hardwood 401(k) Profit …$5MGeneral Mortgage Capital Corpo 401(k) Profit Sharing Plan & TrustGeneral Mortgage Capital Cor…$5MSarla Consultants, LLC 401(k) PlanSarla Consultants, LLC 401(k…$5MJohn E. Koerner & Company, Inc. Profit Sharing PlanJohn E. Koerner & Company, I…$5M
End-of-year total assets ($M) among Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN461669012
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apex Heritage Group, LLC)

Sponsor-wide plan assets over time

All Apex Heritage Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 53.384240320921684% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $11.5M $5.35M ▼ -53.4%
Year Plans Participants Total Assets
2022 1 385 $11M
2023 1 436 $9M
2024 1 253 $5M

Nearby 401(k) Plans in Texas

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

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005347043 · Participants: 253Apex Heritage Group, LLC 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is East Hardwood 401(k) Profit Sharing Plan in NC ($5M); by covered participants it is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Heritage Group, LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust contracted severely - down 41.9% during 2024, from $9M to $5M. Reported net income was $1M.
How have Apex Heritage Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Heritage Group, LLC's sponsor-wide assets declined 53.4%, from $11M to $5M.
Which 401(k) plans are similar in size to Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is East Hardwood 401(k) Profit Sharing Plan in NC ($5M, 68 participants).
Which 401(k) plans cover a similar participant headcount to Apex Heritage Group, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants, N/A 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 461669012.

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.