401(k) · DOL Form 5500 · 2024

Apogee Medical Management, Inc. 401(k) Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
1,048
Participants Near avg headcount
93rd
Percentile by assets National rank
$133,100
Avg per participant Near avg balance/head
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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.

  • #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.

#15,813
in Healthcare & Social Assistance (16,916 peers)
+15.3%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Apogee Medical Group, Inc. 401(k) Plan's outsized position 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 $2,050,000,000 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

Apogee Medical Group, Inc. 401(k) 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. Apogee Medical Group, Inc. 401(k) Plan lands in the large band (1,048 participants).

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 →

Plan-year Form 5500 strip

Filing strip 431974753 · Apogee Medical Management, Inc. PY 2024 · 401(k)

Apogee Medical Group, Inc. 401(k) Plan · $139M · 1,048 · 93rd

  • TYPE $139M
  • NET 1,048
  • BOOK 93rd
  • VS-ST 401(k)
  • BOY near Semtech Corporation Retirement Savings Plan
  • SCH ind #15813

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Apogee Medical Group, Inc. 401(k) Plan in the asset neighbourhood

Apogee Medical Group, Inc. 401(k) PlanApogee Medical Group, Inc. 4…$139MSemtech Corporation Retirement Savings PlanSemtech Corporation Retireme…$139MBerrydunn 401(k) Profit Sharing PlanBerrydunn 401(k) Profit Shar…$139MFranklin Covey Co. 401(k) PlanFranklin Covey Co. 401(k) Pl…$139MInternational Union of Journeymen and Allied Trades 401(k) Retirement PlanInternational Union of Journ…$139M
End-of-year total assets ($M) among Apogee Medical Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Apogee Medical Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$139M 45.20136197375415% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $96.1M $139M ▲ +45.2%
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 ($B) Participants Apogee Medical Group, Inc. 401(k) Plan, Total assets ($B): 0.139488532 · Participants: 1048Apogee Medical Group, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 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 →

Apogee Medical Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Semtech Corporation Retirement Savings Plan in CA ($139M); by covered participants it is Kmg Prestige Incorporated Retirement 401(k) Plan in MI (1,048 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,048 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 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).
Which 401(k) plans cover a similar participant headcount to Apogee Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kmg Prestige Incorporated Retirement 401(k) Plan in MI (1,048 participants, $19M 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 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.