401(k) · DOL Form 5500 · 2024
Apoyo Financiero, Inc. 401(k) Plan
Data updated 2026-08-25
- $970K
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $7,641
- Avg per participant Low balance/head
Official DOL plan name: Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Apoyo Financiero, Inc. · California · Other Services
$970K in assets, 127 participants
Apoyo Financiero, Inc.'s Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust reported $970K in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,590 in Other Services (7,719 peers)
Coverage in California
Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $970K.
- #3,590
- in Other Services (7,719 peers)
- +18.3%
- assets growth YoY
Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$970,470 23rd percentile higher than 23% 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
Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust 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. Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 164 in the plan year 2023 filing to 127 in the plan year 2024 filing.
- Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $820K in the plan year 2023 filing to $970K in the plan year 2024 filing.
- Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $160K in the plan year 2023 filing to $150K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 205579499 · Apoyo Financiero, Inc. PY 2024 · 401(k)
Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust · $970K · 127 · 23rd
- RANK $970K
- RANK 127
- RANK 23rd
- RANK 401(k)
- RANK near Zen Endeavors, Inc. 401(k) Plan
- RANK ind #3590
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 Other Services retirement plans → · Plans in California →
Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $820K |
|---|---|
| Net Assets (End of Year) | $970K |
| Net Income | $150K |
| Employer EIN | 205579499 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apoyo Financiero, Inc.)
Sponsor-wide plan assets over time
All Apoyo Financiero, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $970K 47.005048768406496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 216 | $660K |
| 2023 | 1 | 164 | $820K |
| 2024 | 1 | 127 | $970K |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Apoyo Financiero, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Zen Endeavors, Inc. 401(k) Plan in MN ($970K); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($970K here).
- Zen Endeavors, Inc. 401(k) Plan (MN) $970K · N/A
- Cervomed 401(k) Plan (VA) $971K · 4
- Sweat Entities Inc. 401(k) Plan (UT) $971K · N/A
- Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust (KY) $970K · 136
Similar participant headcount
Nearest other-state filings by covered participants (127 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.