401(k) · DOL Form 5500 · 2024

Apple Health Care, Inc. 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
2,752
Participants Above avg headcount
89th
Percentile by assets National rank
$31,404
Avg per participant Low balance/head
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Official DOL plan name: Apple Health Care, Inc. 401(k) Security Express · Sponsored by Apple Health Care, Inc. · Connecticut · Healthcare & Social Assistance

$86M in assets, 2,752 participants

Apple Health Care, Inc.'s Apple Health Care, Inc. 401(k) Security Express reported $86M in total assets and 2,752 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,341 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Apple Health Care, Inc. 401(k) Security Express covers 2,752 participants in Connecticut, 3.8x the typical Connecticut plan (state average ~718 per filing). Assets: $86M.

#15,341
in Healthcare & Social Assistance (16,916 peers)
+12.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Apple Health Care, Inc. 401(k) Security Express's outsized position by total assets

Apple Health Care, Inc. 401(k) Security Express vs every filed plan by assets

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

$86,422,927 Top 11% higher than 89% 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

Apple Health Care, Inc. 401(k) Security Express'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. Apple Health Care, Inc. 401(k) Security Express lands in the large band (2,752 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apple Health Care, Inc. 401(k) Security Express reported net income fell from $13M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Apple Health Care, Inc. 401(k) Security Express end-of-year assets rose from $77M in the plan year 2023 filing to $86M in the plan year 2024 filing.
  • Apple Health Care, Inc. 401(k) Security Express reported participants rose from 2,641 in the plan year 2023 filing to 2,752 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061174705 · Apple Health Care, Inc. PY 2024 · 401(k)

Apple Health Care, Inc. 401(k) Security Express · $86M · 2,752 · 89th

  • RANK $86M
  • RANK 2,752
  • RANK 89th
  • RANK 401(k)
  • RANK near The Emerson Group Retirement Plan
  • RANK ind #15341

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 Connecticut →

Apple Health Care, Inc. 401(k) Security Express in the asset neighbourhood

24 Hour Fitness Savings and Investment Plan24 Hour Fitness Savings and …$86MThe Emerson Group Retirement PlanThe Emerson Group Retirement…$86MApple Health Care, Inc. 401(k) Security ExpressApple Health Care, Inc. 401(…$86MAkrs Equipment Solutions Inc. 401(k) PlanAkrs Equipment Solutions Inc…$86MUS Farathane, LLC 401(k) Plan$86M
End-of-year total assets ($M) among Apple Health Care, Inc. 401(k) Security Express and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$86M
Net Income$9M
Employer EIN061174705
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Health Care, Inc.)

Sponsor-wide plan assets over time

All Apple Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$86M 35.4265905163134% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.8M $86.4M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 2,648 $64M
2023 1 2,641 $77M
2024 1 2,752 $86M

Nearby 401(k) Plans in Connecticut

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

Apple Health Care, Inc. 401(k) Security Express vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Apple Health Care, Inc. 401(k) Security Express, Total assets ($B): 0.086422927 · Participants: 2752Apple Health Care, Inc. 401(k) Security ExpressRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Apple Health Care, Inc. 401(k) Security Express vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Apple Health Care, Inc. 401(k) Security Express side-by-side with 3 peers →

Apple Health Care, Inc. 401(k) Security Express's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Emerson Group Retirement Plan in PA ($86M); by covered participants it is Big 5 Sporting Goods Savings and Profit Sharing Plan in CA (2,752 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,752 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 Apple Health Care, Inc. 401(k) Security Express assets move in 2024? ▼
Apple Health Care, Inc. 401(k) Security Express grew at a solid clip - up 12.0% during 2024, from $77M to $86M. Reported net income was $9M.
How have Apple Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Health Care, Inc.'s sponsor-wide assets grew 35.4%, from $64M to $86M.
Where does Apple Health Care, Inc. 401(k) Security Express rank by assets among Form 5500 filers? ▼
Apple Health Care, Inc. 401(k) Security Express ranks in the 89th 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 Apple Health Care, Inc. 401(k) Security Express? ▼
Among 401(k) plans in other states, the closest by assets is The Emerson Group Retirement Plan in PA ($86M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Apple Health Care, Inc. 401(k) Security Express? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 5 Sporting Goods Savings and Profit Sharing Plan in CA (2,752 participants, $141M 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 061174705.

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.