401(k) · DOL Form 5500 · 2024

Aptos, LLC 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
253
Participants Below avg headcount
86th
Percentile by assets National rank
$236,489
Avg per participant Above avg balance/head
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Official DOL plan name: Aptos 401(k) Savings Plan · Sponsored by Aptos, LLC · Georgia · Professional & Technical Services

$60M in assets, 253 participants

Aptos, LLC's Aptos 401(k) Savings Plan reported $60M in total assets and 253 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,538 in Professional & Technical Services (20,173 peers)

Coverage in Georgia

Aptos 401(k) Savings Plan covers 253 participants in Georgia, about 23% of the average Georgia filer (state average ~1,096 per filing). Assets: $60M.

#17,538
in Professional & Technical Services (20,173 peers)
+13.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Aptos 401(k) Savings Plan's outsized position by total assets

Aptos 401(k) Savings Plan vs every filed plan by assets

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

$59,831,679 Top 14% higher than 86% 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

Aptos 401(k) Savings 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. Aptos 401(k) Savings Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aptos 401(k) Savings Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Aptos 401(k) Savings Plan end-of-year assets rose from $53M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • Aptos 401(k) Savings Plan reported participants fell from 272 in the plan year 2023 filing to 253 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 141624962 · Aptos, LLC PY 2024 · 401(k)

Aptos 401(k) Savings Plan · $60M · 253 · 86th

  • BOY $60M
  • BOY 253
  • BOY 86th
  • BOY 401(k)
  • BOY near Prein&newhof, Inc. Employee Stock Ownership Plan and Trust
  • BOY ind #17538

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 Georgia →

Aptos 401(k) Savings Plan in the asset neighbourhood

American United Life Insurance Company Agents 401(k) PlanAmerican United Life Insuran…$60MAptos 401(k) Savings Plan$60MPrein&newhof, Inc. Employee Stock Ownership Plan and TrustPrein&newhof, Inc. Employee …$60MTower Loan of Mississippi, LLC 401(k) and Profit Sharing PlanTower Loan of Mississippi, L…$60MThe Larson Group 401(k) Plan$60M
End-of-year total assets ($M) among Aptos 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$60M
Net Income$7M
Employer EIN141624962
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aptos, LLC)

Sponsor-wide plan assets over time

All Aptos, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 39.35583078433214% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.9M $59.8M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 252 $43M
2023 1 272 $53M
2024 1 253 $60M

Nearby 401(k) Plans in Georgia

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

Aptos 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Aptos 401(k) Savings Plan, Total assets ($B): 0.059831679 · Participants: 253Aptos 401(k) Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Aptos 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Aptos 401(k) Savings Plan side-by-side with 3 peers →

Aptos 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Prein&newhof, Inc. Employee Stock Ownership Plan and Trust in MI ($60M); 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 Aptos 401(k) Savings Plan assets move in 2024? ▼
Aptos 401(k) Savings Plan grew at a solid clip - up 13.6% during 2024, from $53M to $60M. Reported net income was $7M.
How have Aptos, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aptos, LLC's sponsor-wide assets grew 39.4%, from $43M to $60M.
Where does Aptos 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Aptos 401(k) Savings Plan ranks in the 86th 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 Aptos 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prein&newhof, Inc. Employee Stock Ownership Plan and Trust in MI ($60M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Aptos 401(k) Savings Plan? ▼
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 141624962.

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.