401(k) · DOL Form 5500 · 2024

Apex Fintech Services LLC 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
686
Participants Below avg headcount
89th
Percentile by assets National rank
$116,314
Avg per participant Below avg balance/head
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Official DOL plan name: Apex Fintech Services 401(k) Plan · Sponsored by Apex Fintech Services LLC · Texas · Finance & Insurance

$80M in assets, 686 participants

Apex Fintech Services LLC's Apex Fintech Services 401(k) Plan reported $80M in total assets and 686 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.

  • #7,051 in Finance & Insurance (8,549 peers)

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

Apex Fintech Services 401(k) Plan sits in the top quartile of all filed plans by assets, $80M for 686 participants (~$116,314/participant), up 23.4% in 2024.

#7,051
in Finance & Insurance (8,549 peers)
+23.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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

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

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

$79,791,633 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

Apex Fintech 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 Fintech Services 401(k) Plan sits mid-pack in the medium band (686 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apex Fintech Services 401(k) Plan end-of-year assets rose from $65M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Apex Fintech Services 401(k) Plan reported net income fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Apex Fintech Services 401(k) Plan reported participants rose from 648 in the plan year 2023 filing to 686 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 872510069 · Apex Fintech Services LLC PY 2024 · 401(k)

Apex Fintech Services 401(k) Plan · $80M · 686 · 89th

  • ASSETS $80M
  • PCT 686
  • EIN 89th
  • RANK 401(k)
  • PHOTO near Open Access Technology International, Inc. 401(k) Plan
  • IND ind #7051

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 Texas →

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

Thrall Enterprises, Inc. Employee Savings PlanThrall Enterprises, Inc. Emp…$80MTlp Management Services LLC 401(k) PlanTlp Management Services LLC …$80MThe National Football League Capital Accumulation PlanThe National Football League…$80MOpen Access Technology International, Inc. 401(k) PlanOpen Access Technology Inter…$80MApex Fintech Services 401(k) PlanApex Fintech Services 401(k)…$80M
End-of-year total assets ($M) among Apex Fintech 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)$65M
Net Assets (End of Year)$80M
Net Income$15M
Employer EIN872510069
Plan Effective Date2012-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apex Fintech Services LLC)

Sponsor-wide plan assets over time

All Apex Fintech Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$80M 64.23250763539977% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $48.6M $79.8M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 447 $49M
2023 1 648 $65M
2024 1 686 $80M

Nearby 401(k) Plans in Texas

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

Apex Fintech Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Apex Fintech Services 401(k) Plan, Total assets ($B): 0.079791633 · Participants: 686Apex Fintech Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Apex Fintech Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Apex Fintech Services 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Open Access Technology International, Inc. 401(k) Plan in MN ($80M); by covered participants it is Ind Acct Plan for the Oregon Sheet Metal Workers in OR (686 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (686 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 Fintech Services 401(k) Plan assets move in 2024? ▼
Apex Fintech Services 401(k) Plan grew sharply - up 23.4% during 2024, from $65M to $80M. Reported net income was $15M.
How have Apex Fintech Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apex Fintech Services LLC's sponsor-wide assets grew 64.2%, from $49M to $80M.
Where does Apex Fintech Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Apex Fintech Services 401(k) Plan 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 Apex Fintech Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Open Access Technology International, Inc. 401(k) Plan in MN ($80M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Apex Fintech Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ind Acct Plan for the Oregon Sheet Metal Workers in OR (686 participants, $63M 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 872510069.

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.