401(k)
2024 plan-year 401(k) DOL Form 5500

Apex Tool Group, LLC 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Apex Tool Group, LLC · Maryland · Manufacturing

What the 2023 filing shows

Apex Tool Group, LLC 401(k) Savings Plan holds $276M for 1,178 participants — about $234,510 per participant, up 2.4% over the 2024 plan year.

$276M
total plan assets (2024 EOY)
1,178
covered participants
$234,510
avg assets per participant
+2.4%
assets growth YoY
Total Assets (2023)
$276M
Participants
1,178
State
Industry
Manufacturing

What the Filing Says About Apex Tool Group, LLC 401(k) Savings Plan

Apex Tool Group, LLC 401(k) Savings Plan is a 401(k) retirement plan sponsored by Apex Tool Group, LLC, headquartered in Maryland. As of the 2024 Form 5500 filing, the plan reports $276M in total end-of-year assets and covers 1,178 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 271996059, and the plan has been effective since 2010-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $270M at the beginning of 2024 to $276M at year-end — a gain of 2.4%. Net assets (after liabilities) closed the year at $276M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$270M
Total Assets (End of Year)$276M
Net Assets (End of Year)$276M
Net Income$6M
Plan Type401(k)
Employer EIN271996059
Plan Effective Date2010-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apex Tool Group, LLC)

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

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Frequently Asked Questions

How much money is in the Apex Tool Group, LLC 401(k) Savings Plan?
As of the 2024 Form 5500 filing, Apex Tool Group, LLC 401(k) Savings Plan holds $276M in total assets with 1,178 participants. It is sponsored by Apex Tool Group, LLC.
What type of plan is Apex Tool Group, LLC 401(k) Savings Plan?
Apex Tool Group, LLC 401(k) Savings Plan is a 401(k) plan. It has been effective since 2010-05-01. The plan is filed with the U.S. Department of Labor under EIN 271996059.
Who sponsors the Apex Tool Group, LLC 401(k) Savings Plan?
Apex Tool Group, LLC 401(k) Savings Plan is sponsored by Apex Tool Group, LLC, located in Maryland. The sponsor's EIN is 271996059 and the plan operates in the Manufacturing industry.
How did Apex Tool Group, LLC 401(k) Savings Plan perform in 2024?
Apex Tool Group, LLC 401(k) Savings Plan grew by 2.4% during 2024, moving from $270M to $276M in total assets. Net income was $6M.
Where can I find official filings for Apex Tool Group, LLC 401(k) Savings Plan?
Official Form 5500 filings for Apex Tool Group, LLC 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 271996059 or plan name at efast.dol.gov.
How does Apex Tool Group, LLC 401(k) Savings Plan compare to other plans?
You can compare Apex Tool Group, LLC 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.