401(k) · DOL Form 5500 · 2024

Aperion Care, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
3,464
Participants Above avg headcount
63rd
Percentile by assets National rank
$3,987
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aperion Care 401(k) & Profit Sharing Plan · Sponsored by Aperion Care, Inc. · Illinois · Healthcare & Social Assistance

$14M in assets, 3,464 participants

Aperion Care, Inc.'s Aperion Care 401(k) & Profit Sharing Plan reported $14M in total assets and 3,464 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #11,473 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Aperion Care 401(k) & Profit Sharing Plan covers 3,464 participants in Illinois, 4.4x the typical Illinois plan (state average ~779 per filing). Assets: $14M.

#11,473
in Healthcare & Social Assistance (16,916 peers)
+83.3%
assets growth YoY

Aperion Care 401(k) & Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Aperion Care 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$13,812,204 Top 37% higher than 63% 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

Aperion Care 401(k) & Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aperion Care 401(k) & Profit Sharing Plan lands in the large band (3,464 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aperion Care 401(k) & Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Aperion Care 401(k) & Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Aperion Care 401(k) & Profit Sharing Plan reported participants rose from 2,845 in the plan year 2023 filing to 3,464 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 465646073 · Aperion Care, Inc. PY 2024 · 401(k)

Aperion Care 401(k) & Profit Sharing Plan · $14M · 3,464 · 63rd

  • PART $14M
  • PART 3,464
  • PART 63rd
  • PART 401(k)
  • PART near Bancroft Implement, Inc. Retirement Savings Plan
  • PART ind #11473

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Aperion Care 401(k) & Profit Sharing Plan in the asset neighbourhood

Aperion Care 401(k) & Profit Sharing PlanAperion Care 401(k) & Profit…$14MBancroft Implement, Inc. Retirement Savings PlanBancroft Implement, Inc. Ret…$14MResilite Sports Products, Inc 401(k) Retirement PlanResilite Sports Products, In…$14MIndex Analytics LLC 401(k) PlanIndex Analytics LLC 401(k) P…$14MHaztek, Inc. 401(k) P/S Plan$14M
End-of-year total assets ($M) among Aperion Care 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$14M
Net Income$5M
Employer EIN465646073
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aperion Care, Inc.)

Sponsor-wide plan assets over time

All Aperion Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 142.7239935766606% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $5.69M $13.8M ▲ +142.7%
Year Plans Participants Total Assets
2022 1 2,569 $6M
2023 1 2,845 $8M
2024 1 3,464 $14M

Nearby 401(k) Plans in Illinois

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

Aperion Care 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Aperion Care 401(k) & Profit Sharing Plan, Total assets ($B): 0.013812204 · Participants: 3464Aperion Care 401(k) & Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Aperion Care 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Aperion Care 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Aperion Care 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bancroft Implement, Inc. Retirement Savings Plan in IA ($14M); by covered participants it is Citadel Retirement Savings Plan in FL (3,464 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,464 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 Aperion Care 401(k) & Profit Sharing Plan assets move in 2024? ▼
Aperion Care 401(k) & Profit Sharing Plan surged - up 83.3% during 2024, from $8M to $14M. Reported net income was $5M.
How have Aperion Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aperion Care, Inc.'s sponsor-wide assets grew 142.7%, from $6M to $14M.
Which 401(k) plans are similar in size to Aperion Care 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bancroft Implement, Inc. Retirement Savings Plan in IA ($14M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Aperion Care 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Citadel Retirement Savings Plan in FL (3,464 participants, $1.2B 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 465646073.

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.