401(k) · DOL Form 5500 · 2024

Apple Tree Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
125
Participants Small participant base
43rd
Percentile by assets National rank
$43,316
Avg per participant Low balance/head
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Official DOL plan name: Apple Tree Enterprises, Inc. Profit Sharing Plan · Sponsored by Apple Tree Enterprises, Inc. · North Carolina · Retail Trade

$5M in assets, 125 participants

Apple Tree Enterprises, Inc.'s Apple Tree Enterprises, Inc. Profit Sharing Plan reported $5M in total assets and 125 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.

  • #4,355 in Retail Trade (8,048 peers)

Coverage in North Carolina

Apple Tree Enterprises, Inc. Profit Sharing Plan covers 125 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#4,355
in Retail Trade (8,048 peers)
+24.3%
assets growth YoY

Apple Tree Enterprises, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Apple Tree Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,414,541 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

Apple Tree Enterprises, Inc. 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. Apple Tree Enterprises, Inc. Profit Sharing Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apple Tree Enterprises, Inc. Profit Sharing Plan reported net income rose from -$60K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Apple Tree Enterprises, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Apple Tree Enterprises, Inc. Profit Sharing Plan reported participants rose from 112 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561030082 · Apple Tree Enterprises, Inc. PY 2024 · 401(k)

Apple Tree Enterprises, Inc. Profit Sharing Plan · $5M · 125 · 43rd

  • EBSA $5M
  • EBSA 125
  • EBSA 43rd
  • EBSA 401(k)
  • EBSA near Dare Bioscience, Inc. 401(k) Profit Sharing Plan Trust
  • EBSA ind #4355

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 Retail Trade retirement plans → · Plans in North Carolina →

Apple Tree Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood

Apple Tree Enterprises, Inc. Profit Sharing PlanApple Tree Enterprises, Inc.…$5MDare Bioscience, Inc. 401(k) Profit Sharing Plan TrustDare Bioscience, Inc. 401(k)…$5MWynne Transport Service, Inc. 401(k) Retirement Savings PlanWynne Transport Service, Inc…$5MRowland Enterprises 401(k) Retirement PlanRowland Enterprises 401(k) R…$5MHavenpark 401(k) Retirement PlanHavenpark 401(k) Retirement …$5M
End-of-year total assets ($M) among Apple Tree Enterprises, Inc. 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)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN561030082
Plan Effective Date1973-10-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Tree Enterprises, Inc.)

Sponsor-wide plan assets over time

All Apple Tree Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.673558718377446% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.41M $5.41M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 107 $4M
2023 1 112 $4M
2024 1 125 $5M

Nearby 401(k) Plans in North Carolina

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

Apple Tree Enterprises, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Apple Tree Enterprises, Inc. Profit Sharing Plan, Total assets ($B): 0.005414541 · Participants: 125Apple Tree Enterprises, Inc. 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
Apple Tree Enterprises, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Apple Tree Enterprises, Inc. Profit Sharing Plan side-by-side with 3 peers →

Apple Tree Enterprises, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dare Bioscience, Inc. 401(k) Profit Sharing Plan Trust in CA ($5M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Apple Tree Enterprises, Inc. Profit Sharing Plan assets move in 2024? ▼
Apple Tree Enterprises, Inc. Profit Sharing Plan grew sharply - up 24.3% during 2024, from $4M to $5M. Reported net income was $1M.
How have Apple Tree Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Tree Enterprises, Inc.'s sponsor-wide assets grew 22.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Apple Tree Enterprises, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dare Bioscience, Inc. 401(k) Profit Sharing Plan Trust in CA ($5M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Apple Tree Enterprises, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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 561030082.

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.