Defined Benefit (Pension) · DOL Form 5500 · 2024
Apex Tool Group LLC Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $136,741
- Avg per participant Near avg balance/head
Official DOL plan name: Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh · Sponsored by Apex Tool Group LLC · Maryland · Manufacturing
$15M in assets, 109 participants
Apex Tool Group LLC's Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh reported $15M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #9,284 in Manufacturing (17,777 peers)
Coverage in Maryland
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh covers 109 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $15M.
- #9,284
- in Manufacturing (17,777 peers)
- +3.8%
- assets growth YoY
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh's mid-pack asset rank among Manufacturing and all filers
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,904,803 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh 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 Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh sits mid-pack in the medium band (109 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh reported net income fell from $939K in the plan year 2023 filing to $552K in the plan year 2024 filing.
- Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh reported participants fell from 114 in the plan year 2023 filing to 109 in the plan year 2024 filing.
- Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 271996059 · Apex Tool Group LLC PY 2024 · Defined Benefit (Pension)
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh · $15M · 109 · 64th
- PCT $15M
- PCT 109
- PCT 64th
- PCT Defined Benefit (Pension)
- PCT near Sears Manufacturing Company Defined Benefit Retirement Plan
- PCT ind #9284
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 Manufacturing retirement plans → · Plans in Maryland →
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $552K |
| Employer EIN | 271996059 |
| Plan Effective Date | 1960-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apex Tool Group LLC)
Sponsor-wide plan assets over time
All Apex Tool Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $297M 9.317070785732081% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,753 | $272M |
| 2023 | 3 | 1,646 | $291M |
| 2024 | 3 | 1,389 | $297M |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $20.4B · 332,362
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.3B · 18,014
- Bakery & Confectionery Union & Industry International Pension Fund $6.6B · 14,954
- National Automatic Sprinkler Industry Pension Fund $4.8B · 15,964
- Major League Baseball Players Pension Plan $4.8B · 1,091
Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Sears Manufacturing Company Defined Benefit Retirement Plan in IA ($15M); by covered participants it is Spencer Savings Bank, Sla Employees' Pension Plan in NJ (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (109 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.