Defined Benefit (Pension) · DOL Form 5500 · 2024

Apex Tool Group LLC Pension Plan

Data updated 2026-08-11

$15M
Total assets: 109
Participants: 64th
Percentile by assets: $136,741
Avg per participant

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.

64th percentile by assets (of 123,622 plans)
#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.

$15M
total plan assets (2024 EOY): 109
covered participants: 64th
percentile by assets (of 123,622 plans): $136,741
avg assets per participant

Where Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh sits by total assets

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 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.

See the national 2023→2024 release diff →

State

Maryland

Industry

Manufacturing

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh reports 109 participants - about 12% of that state average ($15M EOY assets).

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)

Total plan assets by year, all Apex Tool Group LLC plans on file

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.

Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

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

Compare Apex Tool Group, LLC Pension Plan for Ap… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh by total assets, not by location.

Sears Manufacturing Company Defined Benefit Retirement Plan (IA) $15M · 79
Natural Gas Solutions North America Pension Plan (TX) $15M · 34
New Bedford Fishermen's Pension Fund (MA) $15M · N/A
Quarryville Presbyterian Retirement Community Pension Plan (PA) $15M · 40

Frequently Asked Questions

How did Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh assets move in 2024? ▼

Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh edged up modestly - up 3.8% during 2024, from $14M to $15M. Reported net income was $552K.

How have Apex Tool Group LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Apex Tool Group LLC's sponsor-wide assets grew 9.3%, from $272M to $297M.

Which Defined Benefit (Pension) plans are similar in size to Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Sears Manufacturing Company Defined Benefit Retirement Plan in IA ($15M, 79 participants).

Next read for Apex Tool Group, LLC Pension Plan for Ap…

Filing takeaways

Ways to act on Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh's numbers.

By total assets, Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Maryland. Compare plans
Apex Tool Group LLC's sponsor-wide assets have grown 9.3% since 2022 across 3 plan years on file. More Manufacturing plans

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 271996059.