401(k) · DOL Form 5500 · 2024

Apax Partners US, LLC 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
112
Participants Small participant base
86th
Percentile by assets National rank
$522,667
Avg per participant High balance/head
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Official DOL plan name: Apax Partners US, LLC 401(k) Retirement Plan · Sponsored by Apax Partners US, LLC · New York · Finance & Insurance

$59M in assets, 112 participants

Apax Partners US, LLC's Apax Partners US, LLC 401(k) Retirement Plan reported $59M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,665 in Finance & Insurance (8,549 peers)

Coverage in New York

Apax Partners US, LLC 401(k) Retirement Plan covers 112 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $59M.

#6,665
in Finance & Insurance (8,549 peers)
+13.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Apax Partners US, LLC 401(k) Retirement Plan's outsized position by total assets

Apax Partners US, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$58,538,755 Top 14% higher than 86% 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

Apax Partners US, LLC 401(k) Retirement Plan 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. Apax Partners US, LLC 401(k) Retirement Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apax Partners US, LLC 401(k) Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Apax Partners US, LLC 401(k) Retirement Plan end-of-year assets rose from $52M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Apax Partners US, LLC 401(k) Retirement Plan reported participants fell from 121 in the plan year 2023 filing to 112 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202520354 · Apax Partners US, LLC PY 2024 · 401(k)

Apax Partners US, LLC 401(k) Retirement Plan · $59M · 112 · 86th

  • ASSETS $59M
  • PCT 112
  • EIN 86th
  • RANK 401(k)
  • PHOTO near Ruder Ware, L.L.S.C. 401(k) Profit Sharing Plan
  • IND ind #6665

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 Finance & Insurance retirement plans → · Plans in New York →

Apax Partners US, LLC 401(k) Retirement Plan in the asset neighbourhood

Apax Partners US, LLC 401(k) Retirement PlanApax Partners US, LLC 401(k)…$59MRuder Ware, L.L.S.C. 401(k) Profit Sharing PlanRuder Ware, L.L.S.C. 401(k) …$59MFarallon Medical Alliance Retirement PlanFarallon Medical Alliance Re…$59MWeltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & TrustWeltman, Weinberg & Reis Co.…$59MGordon Feinblatt 401(k) Plan$59M
End-of-year total assets ($M) among Apax Partners US, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$59M
Net Income$7M
Employer EIN202520354
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apax Partners US, LLC)

Sponsor-wide plan assets over time

All Apax Partners US, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$59M 45.00467349053588% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $40.4M $58.5M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 76 $40M
2023 1 121 $52M
2024 1 112 $59M

Nearby 401(k) Plans in New York

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

Apax Partners US, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Apax Partners US, LLC 401(k) Retirement Plan, Total assets ($B): 0.058538755 · Participants: 112Apax Partners US, LLC 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Apax Partners US, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Apax Partners US, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Apax Partners US, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ruder Ware, L.L.S.C. 401(k) Profit Sharing Plan in WI ($59M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Apax Partners US, LLC 401(k) Retirement Plan assets move in 2024? ▼
Apax Partners US, LLC 401(k) Retirement Plan grew at a solid clip - up 13.0% during 2024, from $52M to $59M. Reported net income was $7M.
How have Apax Partners US, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apax Partners US, LLC's sponsor-wide assets grew 45.0%, from $40M to $59M.
Where does Apax Partners US, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Apax Partners US, LLC 401(k) Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Apax Partners US, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ruder Ware, L.L.S.C. 401(k) Profit Sharing Plan in WI ($59M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Apax Partners US, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants, N/A 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 202520354.

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.