401(k) · DOL Form 5500 · 2024

Apogee Medical Management, Inc. 401(k) Plan

Data updated 2026-08-11

$139M
Total assets
1,048
Participants
93rd
Percentile by assets
$133,100
Avg per participant
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Official DOL plan name: Apogee Medical Group, Inc. 401(k) Plan · Sponsored by Apogee Medical Management, Inc. · Arizona · Healthcare & Social Assistance

$139M in assets, 1,048 participants

Apogee Medical Management, Inc.'s Apogee Medical Group, Inc. 401(k) Plan reported $139M in total assets and 1,048 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #15,813 in Healthcare & Social Assistance (16,916 peers)

Where Apogee Medical Group, Inc. 401(k) Plan sits by assets

Apogee Medical Group, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $139M for 1,048 participants (~$133,100/participant), up 15.3% in 2024.

$139M
total plan assets (2024 EOY)
1,048
covered participants
93rd
percentile by assets (of 123,622 plans)
$133,100
avg assets per participant

Where Apogee Medical Group, Inc. 401(k) Plan sits by total assets

Apogee Medical Group, Inc. 401(k) Plan vs every filed plan by assets

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

$139,488,532 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apogee Medical Group, Inc. 401(k) Plan reported net income fell from $25M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Apogee Medical Group, Inc. 401(k) Plan end-of-year assets rose from $121M in the plan year 2023 filing to $139M in the plan year 2024 filing.
  • Apogee Medical Group, Inc. 401(k) Plan reported participants rose from 991 in the plan year 2023 filing to 1,048 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Arizona
Industry
Healthcare & Social Assistance

Apogee Medical Group, Inc. 401(k) Plan vs the 2024 asset distribution

By assets, Apogee Medical Group, Inc. 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$139M
Net Income$18M
Employer EIN431974753
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apogee Medical Management, Inc.)

$80M$100M$120M$140M$160M 202220232024 $96.1M $139M ▲ +45.2%
Total plan assets by year, all Apogee Medical Management, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,018 $96M
2023 1 991 $121M
2024 1 1,048 $139M

Nearby 401(k) Plans in Arizona

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

Apogee Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Apogee Medical Group…, Total assets ($B): 0.139488532 · Participants: 1048Apogee Medical Group…Bechtel Trust & Thri…, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thri…Banner Health Employ…, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employ…Freeport-Mcmoran Inc…, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc…Republic Services, I…, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, I…Stantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Apogee Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Apogee Medical Group, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Apogee Medical Group, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Apogee Medical Group, Inc. 401(k) Plan assets move in 2024? ▼
Apogee Medical Group, Inc. 401(k) Plan grew sharply - up 15.3% during 2024, from $121M to $139M. Reported net income was $18M.
How have Apogee Medical Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apogee Medical Management, Inc.'s sponsor-wide assets grew 45.2%, from $96M to $139M.
Where does Apogee Medical Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Apogee Medical Group, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Apogee Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Semtech Corporation Retirement Savings Plan in CA ($139M, 516 participants).

Next read for Apogee Medical Group, Inc. 401(k) Plan

Scale reading

Ways to act on Apogee Medical Group, Inc. 401(k) 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 431974753.

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.