401(k) · DOL Form 5500 · 2024

Apercen Partners LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
369
Participants Below avg headcount
80th
Percentile by assets National rank
$96,976
Avg per participant Below avg balance/head
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Official DOL plan name: Apercen Partners 401(k) Plan · Sponsored by Apercen Partners LLC · California · Professional & Technical Services

$36M in assets, 369 participants

Apercen Partners LLC's Apercen Partners 401(k) Plan reported $36M in total assets and 369 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,199 in Professional & Technical Services (20,173 peers)

Where Apercen Partners 401(k) Plan sits by assets

Apercen Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 369 participants (~$96,976/participant), up 31.2% in 2024.

#16,199
in Professional & Technical Services (20,173 peers)
+31.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Apercen Partners 401(k) Plan's outsized position by total assets

Apercen Partners 401(k) Plan vs every filed plan by assets

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

$35,784,097 Top 20% higher than 80% 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

Apercen Partners 401(k) 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. Apercen Partners 401(k) Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apercen Partners 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Apercen Partners 401(k) Plan reported participants rose from 287 in the plan year 2023 filing to 369 in the plan year 2024 filing.
  • Apercen Partners 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 262246506 · Apercen Partners LLC PY 2024 · 401(k)

Apercen Partners 401(k) Plan · $36M · 369 · 80th

  • PCT $36M
  • EIN 369
  • RANK 80th
  • PHOTO 401(k)
  • IND near United States Marine Inc 401(k) Plan
  • EOY ind #16199

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 Professional & Technical Services retirement plans → · Plans in California →

Apercen Partners 401(k) Plan in the asset neighbourhood

United States Marine Inc 401(k) PlanUnited States Marine Inc 401…$36MXeris Pharmaceuticals, Inc. 401(k) PlanXeris Pharmaceuticals, Inc. …$36MApercen Partners 401(k) Plan$36MEncore Holdings, LLC 401(k) PlanEncore Holdings, LLC 401(k) …$36MVisit Orlando 401(k) Plan$36M
End-of-year total assets ($M) among Apercen Partners 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)$27M
Net Assets (End of Year)$36M
Net Income$9M
Employer EIN262246506
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apercen Partners LLC)

Sponsor-wide plan assets over time

All Apercen Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 100.78576350650086% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17.8M $35.8M ▲ +100.8%
Year Plans Participants Total Assets
2022 1 196 $18M
2023 1 287 $27M
2024 1 369 $36M

Nearby 401(k) Plans in California

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

Apercen Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Apercen Partners 401(k) Plan, Total assets ($B): 0.035784097 · Participants: 369Apercen Partners 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Apercen Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Apercen Partners 401(k) Plan side-by-side with 3 peers →

Apercen Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is United States Marine Inc 401(k) Plan in MS ($36M); by covered participants it is U-Tec Construction, Inc. Retirement Plan in GA (369 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Apercen Partners 401(k) Plan assets move in 2024? ▼
Apercen Partners 401(k) Plan surged - up 31.2% during 2024, from $27M to $36M. Reported net income was $9M.
How have Apercen Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apercen Partners LLC's sponsor-wide assets grew 100.8%, from $18M to $36M.
Where does Apercen Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Apercen Partners 401(k) Plan ranks in the 80th 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 Apercen Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United States Marine Inc 401(k) Plan in MS ($36M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Apercen Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is U-Tec Construction, Inc. Retirement Plan in GA (369 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 262246506.

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.