401(k) · DOL Form 5500 · 2024
Apwu - Health Plan 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $95,689
- Avg per participant Below avg balance/head
Official DOL plan name: Apwu - Hp Bargaining Unit Defined Contribution Plan · Sponsored by Apwu - Health Plan · Maryland · Finance & Insurance
$13M in assets, 141 participants
Apwu - Health Plan's Apwu - Hp Bargaining Unit Defined Contribution Plan reported $13M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,945 in Finance & Insurance (8,549 peers)
Coverage in Maryland
Apwu - Hp Bargaining Unit Defined Contribution Plan covers 141 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $13M.
- #3,945
- in Finance & Insurance (8,549 peers)
- +9.1%
- assets growth YoY
Apwu - Hp Bargaining Unit Defined Contribution Plan's mid-pack asset rank among Finance & Insurance and all filers
Apwu - Hp Bargaining Unit Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,492,125 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Apwu - Hp Bargaining Unit Defined Contribution 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. Apwu - Hp Bargaining Unit Defined Contribution Plan sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Apwu - Hp Bargaining Unit Defined Contribution Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Apwu - Hp Bargaining Unit Defined Contribution Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 520940594 · Apwu - Health Plan PY 2024 · 401(k)
Apwu - Hp Bargaining Unit Defined Contribution Plan · $13M · 141 · 62nd
- BOOK $13M
- VS-ST 141
- BOY 62nd
- SCH 401(k)
- EBSA near Td2 401(k) Plan
- PART ind #3945
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 Maryland →
Apwu - Hp Bargaining Unit Defined Contribution Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 520940594 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apwu - Health Plan)
Sponsor-wide plan assets over time
All Apwu - Health Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 7.384344195559887% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 373 | $101M |
| 2023 | 3 | 377 | $107M |
| 2024 | 3 | 381 | $108M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Apwu - Hp Bargaining Unit Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Td2 401(k) Plan in AZ ($13M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Td2 401(k) Plan (AZ) $13M · 175
- Tolunay-Wong Engineers, Inc. 401(k) Plan (TX) $13M · 324
- Authentic Brands, LLC 401(k) Plan (UT) $13M · 482
- Schull Construction Co. Profit Sharing Plan with 401(k) Feature (SD) $13M · 197
Similar participant headcount
Nearest other-state filings by covered participants (141 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.