401(k) · DOL Form 5500 · 2024

Apogee Holdings Corp. 401(k) Plan

Data updated 2026-08-25

$51K
Total assets Small plan by assets
5
Participants Small participant base
4th
Percentile by assets National rank
$10,119
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apogee Holdings Corp. 401(k) Plan · Sponsored by Apogee Holdings Corp. · North Carolina · Administrative & Support Services

$51K in assets, 5 participants

Apogee Holdings Corp.'s Apogee Holdings Corp. 401(k) Plan reported $51K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 4th 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.

  • #354 in Administrative & Support Services (4,368 peers)

Apogee Holdings Corp. multi-year trail

Apogee Holdings Corp.'s plans moved +12.9% in assets from 2023 to 2024; this filing shows Apogee Holdings Corp. 401(k) Plan at $51K / 5 participants.

#354
in Administrative & Support Services (4,368 peers)
+12.9%
assets growth YoY

Apogee Holdings Corp. 401(k) Plan among the smaller filed plans by assets

Apogee Holdings Corp. 401(k) Plan vs every filed plan by assets

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

$50,596 4th percentile higher than 4% 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

Apogee Holdings Corp. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apogee Holdings Corp. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apogee Holdings Corp. 401(k) Plan reported net income fell from $45K in the plan year 2023 filing to $6K in the plan year 2024 filing.
  • Apogee Holdings Corp. 401(k) Plan end-of-year assets rose from $45K in the plan year 2023 filing to $51K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 932595564 · Apogee Holdings Corp. PY 2024 · 401(k)

Apogee Holdings Corp. 401(k) Plan · $51K · 5 · 4th

  • PART $51K
  • TYPE 5
  • NET 4th
  • BOOK 401(k)
  • VS-ST near Asset and Key Co. 401(k) Plan
  • BOY ind #354

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Apogee Holdings Corp. 401(k) Plan in the asset neighbourhood

Apogee Holdings Corp. 401(k) PlanApogee Holdings Corp. 401(k)…$51KAsset and Key Co. 401(k) Plan$51KAspire Healthcare, Inc. 401(k) Profit Sharing PlanAspire Healthcare, Inc. 401(…$51KOrcacoga Inc 401(k) Plan$51KA M Project Consulting Inc 401 (K) PlanA M Project Consulting Inc 4…$51K
End-of-year total assets ($M) among Apogee Holdings Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Apogee Holdings Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Apogee Holdings Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$51K 12.945063285487867% vs 2023
2024 filing year
$0.04M$0.04M$0.05M$0.05M$0.06M 20232024 $0.04M $0.05M ▲ +25.0%
Year Plans Participants Total Assets
2023 1 N/A $45K
2024 1 5 $51K

Apogee Holdings Corp. filing trail (2024)

Total Assets (Beginning of Year)$45K
Net Assets (End of Year)$51K
Net Income$6K
Employer EIN932595564
Plan Effective Date2023-07-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Apogee Holdings Corp. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Apogee Holdings Corp. 401(k) Plan, Total assets ($B): 0.000050596 · Participants: 5Apogee Holdings Corp. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Apogee Holdings Corp. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Apogee Holdings Corp. 401(k) Plan side-by-side with 3 peers →

Apogee Holdings Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Asset and Key Co. 401(k) Plan in MI ($51K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Apogee Holdings Corp. 401(k) Plan assets move in 2024? ▼
Apogee Holdings Corp. 401(k) Plan grew at a solid clip - up 12.9% during 2024, from $45K to $51K. Reported net income was $6K.
How have Apogee Holdings Corp. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Apogee Holdings Corp.'s sponsor-wide assets grew 12.9%, from $45K to $51K.
Where does Apogee Holdings Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼
Apogee Holdings Corp. 401(k) Plan ranks in the 4th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Apogee Holdings Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asset and Key Co. 401(k) Plan in MI ($51K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Apogee Holdings Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 932595564.

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.