401(k) · DOL Form 5500 · 2024

Aptia Insurance Services Group, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
537
Participants Below avg headcount
60th
Percentile by assets National rank
$22,536
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Aptia 401(k) Plan · Sponsored by Aptia Insurance Services Group, LLC · Massachusetts · Finance & Insurance

$12M in assets, 537 participants

Aptia Insurance Services Group, LLC's Aptia 401(k) Plan reported $12M in total assets and 537 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,745 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Aptia 401(k) Plan holds $12M for 537 participants - about $22,536 per participant, above the median plan by assets.

#3,745
in Finance & Insurance (8,549 peers)
$12M
reported net income

Aptia 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Aptia 401(k) Plan vs every filed plan by assets

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

$12,101,710 Top 40% higher than 60% 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

Aptia 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. Aptia 401(k) Plan sits mid-pack in the medium band (537 participants).

DOL schedule card

Filing strip 931669497 · Aptia Insurance Services Group, LLC PY 2024 · 401(k)

Aptia 401(k) Plan · $12M · 537 · 60th

  • RANK $12M
  • RANK 537
  • RANK 60th
  • RANK 401(k)
  • RANK near Wapiti Operating, LLC 401(k) Plan
  • RANK ind #3745

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Aptia 401(k) Plan in the asset neighbourhood

Aptia 401(k) Plan$12MWapiti Operating, LLC 401(k) PlanWapiti Operating, LLC 401(k)…$12MNeighbors in Need of Services Inc. Ninos Retirement Savings PlanNeighbors in Need of Service…$12MFormentera Partners 401(k) PlanFormentera Partners 401(k) P…$12MMethodist Retirement Communities & Its Affiliated Organizations Associates 401(k) PlanMethodist Retirement Communi…$12M
End-of-year total assets ($M) among Aptia 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$12M
Net Income$12M
Employer EIN931669497
Plan Effective Date2024-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Aptia 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Aptia 401(k) Plan, Total assets ($B): 0.01210171 · Participants: 537Aptia 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Aptia 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Aptia 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Wapiti Operating, LLC 401(k) Plan in TX ($12M); by covered participants it is Dowl LLC Retirement Savings and Investment Plan in AK (537 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (537 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

Which 401(k) plans are similar in size to Aptia 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wapiti Operating, LLC 401(k) Plan in TX ($12M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Aptia 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dowl LLC Retirement Savings and Investment Plan in AK (537 participants, $134M 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 931669497.

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.