401(k) · DOL Form 5500 · 2024

Apex Tool Group, LLC 401(k) Plan

Data updated 2026-08-25

$276M
Total assets Near avg plan size
1,178
Participants Near avg headcount
95th
Percentile by assets National rank
$234,510
Avg per participant Above avg balance/head
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Official DOL plan name: Apex Tool Group, LLC 401(k) Savings Plan · Sponsored by Apex Tool Group, LLC · Maryland · Manufacturing

$276M in assets, 1,178 participants

Apex Tool Group, LLC's Apex Tool Group, LLC 401(k) Savings Plan reported $276M in total assets and 1,178 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,536 in Manufacturing (17,777 peers)

Where Apex Tool Group, LLC 401(k) Savings Plan sits by assets

Apex Tool Group, LLC 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $276M for 1,178 participants (~$234,510/participant), up 2.4% in 2024.

#16,536
in Manufacturing (17,777 peers)
+2.4%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Apex Tool Group, LLC 401(k) Savings Plan's outsized position by total assets

Apex Tool Group, LLC 401(k) Savings Plan vs every filed plan by assets

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

$276,252,350 Top 5% higher than 95% 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

Apex Tool Group, LLC 401(k) Savings 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. Apex Tool Group, LLC 401(k) Savings Plan lands in the large band (1,178 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apex Tool Group, LLC 401(k) Savings Plan reported net income fell from $18M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Apex Tool Group, LLC 401(k) Savings Plan reported participants fell from 1,396 in the plan year 2023 filing to 1,178 in the plan year 2024 filing.
  • Apex Tool Group, LLC 401(k) Savings Plan end-of-year assets rose from $270M in the plan year 2023 filing to $276M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 271996059 · Apex Tool Group, LLC PY 2024 · 401(k)

Apex Tool Group, LLC 401(k) Savings Plan · $276M · 1,178 · 95th

  • PHOTO $276M
  • PHOTO 1,178
  • PHOTO 95th
  • PHOTO 401(k)
  • PHOTO near Life Fitness, LLC 401(k) Savings Plan
  • PHOTO ind #16536

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 401(k) Savings Plan in the asset neighbourhood

Stillwater Mining Company Bargaining Unit 401(k) PlanStillwater Mining Company Ba…$276MApex Tool Group, LLC 401(k) Savings PlanApex Tool Group, LLC 401(k) …$276MLife Fitness, LLC 401(k) Savings PlanLife Fitness, LLC 401(k) Sav…$276MThe Geo Save 401(k) Plan$276MHaemonetics Corporation Savings Plus PlanHaemonetics Corporation Savi…$276M
End-of-year total assets ($M) among Apex Tool Group, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$270M
Net Assets (End of Year)$276M
Net Income$6M
Employer EIN271996059
Plan Effective Date2010-05-01
Filing StatusFILING 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
$260M$270M$280M$290M$300M 202220232024 $272M $297M ▲ +9.3%
Year Plans Participants Total Assets
2022 3 1,753 $272M
2023 3 1,646 $291M
2024 3 1,389 $297M

Nearby 401(k) Plans in Maryland

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

Apex Tool Group, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Apex Tool Group, LLC 401(k) Savings Plan, Total assets ($B): 0.27625235 · Participants: 1178Apex Tool Group, LLC 401(k) Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Apex Tool Group, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Apex Tool Group, LLC 401(k) Savings Plan side-by-side with 3 peers →

Apex Tool Group, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Life Fitness, LLC 401(k) Savings Plan in IL ($276M); by covered participants it is Radian Group Inc. Savings Incentive Plan in PA (1,178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($276M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,178 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 Apex Tool Group, LLC 401(k) Savings Plan assets move in 2024? ▼
Apex Tool Group, LLC 401(k) Savings Plan edged up modestly - up 2.4% during 2024, from $270M to $276M. Reported net income was $6M.
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.
Where does Apex Tool Group, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Apex Tool Group, LLC 401(k) Savings Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Apex Tool Group, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Life Fitness, LLC 401(k) Savings Plan in IL ($276M, 1,247 participants).
Which 401(k) plans cover a similar participant headcount to Apex Tool Group, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Radian Group Inc. Savings Incentive Plan in PA (1,178 participants, $333M 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 271996059.

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.