Profit Sharing · DOL Form 5500 · 2024

Apex Homecare Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
146
Participants Small participant base
30th
Percentile by assets National rank
$15,137
Avg per participant Low balance/head
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Official DOL plan name: Apex Homecare Services, Inc. Employees' Retirement Plan and Trust · Sponsored by Apex Homecare Services, Inc. · California · Healthcare & Social Assistance

$2M in assets, 146 participants

Apex Homecare Services, Inc.'s Apex Homecare Services, Inc. Employees' Retirement Plan and Trust reported $2M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,904 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Apex Homecare Services, Inc. Employees' Retirement Plan and Trust covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $2M.

#4,904
in Healthcare & Social Assistance (16,916 peers)
+16.8%
assets growth YoY

Apex Homecare Services, Inc. Employees' Retirement Plan and Trust among the smaller filed plans by assets

Apex Homecare Services, Inc. Employees' Retirement Plan and Trust vs every filed plan by assets

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

$2,209,978 30th percentile higher than 30% 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

Apex Homecare Services, Inc. Employees' Retirement Plan and Trust 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. Apex Homecare Services, Inc. Employees' Retirement Plan and Trust sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apex Homecare Services, Inc. Employees' Retirement Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Apex Homecare Services, Inc. Employees' Retirement Plan and Trust reported participants fell from 148 in the plan year 2023 filing to 146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954847068 · Apex Homecare Services, Inc. PY 2024 · Profit Sharing

Apex Homecare Services, Inc. Employees' Retirement Plan and Trust · $2M · 146 · 30th

  • TYPE $2M
  • TYPE 146
  • TYPE 30th
  • TYPE Profit Sharing
  • TYPE near Pharmpix Retirement Plan
  • TYPE ind #4904

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 California →

Apex Homecare Services, Inc. Employees' Retirement Plan and Trust in the asset neighbourhood

Apex Homecare Services, Inc. Employees' Retirement Plan and TrustApex Homecare Services, Inc.…$2MPharmpix Retirement Plan$2MTsintolas Profit Sharing Plan$2MCindy J Baen Profit Sharing PlanCindy J Baen Profit Sharing …$2MChildren's Aid College Prep Charter School 401(k) PlanChildren's Aid College Prep …$2M
End-of-year total assets ($M) among Apex Homecare Services, Inc. Employees' Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$325K
Employer EIN954847068
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apex Homecare Services, Inc.)

Sponsor-wide plan assets over time

All Apex Homecare Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.843563943937795% vs 2023
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M$2.3M 20232024 $1.89M $2.21M ▲ +16.9%
Year Plans Participants Total Assets
2023 1 148 $2M
2024 1 146 $2M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Apex Homecare Services, Inc. Employees' Retirement Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Apex Homecare Services, Inc. Employees' Retirement Plan and Trust, Total assets ($B): 0.002209978 · Participants: 146Apex Homecare Services, Inc. Employees' Retirement Plan and TrustScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Apex Homecare Services, Inc. Employees' Retirement Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Apex Homecare Services, Inc. Employees' Retirement Plan and Trust side-by-side with 3 peers →

Apex Homecare Services, Inc. Employees' Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Pharmpix Retirement Plan in PR ($2M); by covered participants it is Juniper Ring Acquisitions, LLC 401(k) Plan in NY (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Apex Homecare Services, Inc. Employees' Retirement Plan and Trust assets move in 2024? ▼
Apex Homecare Services, Inc. Employees' Retirement Plan and Trust grew sharply - up 16.8% during 2024, from $2M to $2M. Reported net income was $325K.
How have Apex Homecare Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Apex Homecare Services, Inc.'s sponsor-wide assets grew 16.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Apex Homecare Services, Inc. Employees' Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Pharmpix Retirement Plan in PR ($2M, 104 participants).
Which Profit Sharing plans cover a similar participant headcount to Apex Homecare Services, Inc. Employees' Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Juniper Ring Acquisitions, LLC 401(k) Plan in NY (146 participants, $3M 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 954847068.

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.