401(k) · DOL Form 5500 · 2024

Apex Tool Group, LLC 401(k) Plan

Data updated 2026-08-11

$276M
Total assets
1,178
Participants
95th
Percentile by assets
$234,510
Avg per participant
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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.

  • 95th percentile by assets (of 123,622 plans)
  • #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.

$276M
total plan assets (2024 EOY)
1,178
covered participants
95th
percentile by assets (of 123,622 plans)
$234,510
avg assets per participant

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 →

State
Maryland
Industry
Manufacturing

Apex Tool Group, LLC 401(k) Savings Plan vs the 2024 asset distribution

By assets, Apex Tool Group, LLC 401(k) Savings Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

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)

$260M$270M$280M$290M$300M 202220232024 $272M $297M ▲ +9.3%
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 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

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…Lockheed Martin Corp…Marriott Retirement …T. Rowe Price U.S. R…Nfl Player Second Ca…Lockheed Martin Corp…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Apex Tool Group, LLC 401(k) Savings Plan by total assets, not by location.

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).

Next read for Apex Tool Group, LLC 401(k) Savings Plan

Scale reading

Ways to act on Apex Tool Group, LLC 401(k) Savings Plan's numbers.

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.