401(k) · DOL Form 5500 · 2024

Apex Fund Services (Charlotte) LLC 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
703
Participants Below avg headcount
84th
Percentile by assets National rank
$69,962
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apex Fund Services 401(k) Plan · Sponsored by Apex Fund Services (Charlotte) LLC · New York · Finance & Insurance

$49M in assets, 703 participants

Apex Fund Services (Charlotte) LLC's Apex Fund Services 401(k) Plan reported $49M in total assets and 703 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,423 in Finance & Insurance (8,549 peers)

Where Apex Fund Services 401(k) Plan sits by assets

Apex Fund Services 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 703 participants (~$69,962/participant), up 113.4% in 2024.

#6,423
in Finance & Insurance (8,549 peers)
+113.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Apex Fund Services 401(k) Plan's outsized position by total assets

Apex Fund Services 401(k) Plan vs every filed plan by assets

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

$49,183,374 Top 16% higher than 84% 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 Fund Services 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. Apex Fund Services 401(k) Plan sits mid-pack in the medium band (703 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apex Fund Services 401(k) Plan reported participants rose from 307 in the plan year 2023 filing to 703 in the plan year 2024 filing.
  • Apex Fund Services 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Apex Fund Services 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 421644246 · Apex Fund Services (Charlotte) LLC PY 2024 · 401(k)

Apex Fund Services 401(k) Plan · $49M · 703 · 84th

  • TYPE $49M
  • TYPE 703
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Affinity Group, Inc. Retirement Plan
  • TYPE ind #6423

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 New York →

Apex Fund Services 401(k) Plan in the asset neighbourhood

Apex Fund Services 401(k) PlanApex Fund Services 401(k) Pl…$49MAffinity Group, Inc. Retirement PlanAffinity Group, Inc. Retirem…$49MGoodleap, LLC 401(k) Plan$49MPrimary Health Medical Group 401(k) PlanPrimary Health Medical Group…$49MU.S. Green Building Council 401(k) PlanU.S. Green Building Council …$49M
End-of-year total assets ($M) among Apex Fund Services 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)$23M
Net Assets (End of Year)$49M
Net Income$9M
Employer EIN421644246
Plan Effective Date1997-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Apex Fund Services (Charlotte) LLC)

Sponsor-wide plan assets over time

All Apex Fund Services (Charlotte) LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 182.84473981679267% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $17.4M $49.2M ▲ +182.8%
Year Plans Participants Total Assets
2022 1 450 $17M
2023 1 307 $23M
2024 1 703 $49M

Nearby 401(k) Plans in New York

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

Apex Fund Services 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Apex Fund Services 401(k) Plan, Total assets ($B): 0.049183374 · Participants: 703Apex Fund Services 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Apex Fund Services 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Apex Fund Services 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Affinity Group, Inc. Retirement Plan in MA ($49M); by covered participants it is Armacell, LLC Retirement Savings Plan in NC (703 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (703 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 Fund Services 401(k) Plan assets move in 2024? ▼
Apex Fund Services 401(k) Plan surged - up 113.4% during 2024, from $23M to $49M. Reported net income was $9M.
How have Apex Fund Services (Charlotte) LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Fund Services (Charlotte) LLC's sponsor-wide assets grew 182.8%, from $17M to $49M.
Where does Apex Fund Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Apex Fund Services 401(k) Plan ranks in the 84th 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 Apex Fund Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Affinity Group, Inc. Retirement Plan in MA ($49M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Apex Fund Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Armacell, LLC Retirement Savings Plan in NC (703 participants, $50M 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 421644246.

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.