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Benchmarking Apex Industrial Technologies LLC 401(K) Profit Sharing Plan & Trust in Mason, OH against

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Benchmarking Apex Industrial Technologies LLC 401(K) Profit Sharing Plan & Trust in Mason, OH Apex Industrial Technologies LLC 401(K) Profit Sharing Plan & Trust in Mason, OH has the 8th-highest average participant cash contribution per active participant ($6,350) of the 232 plans within 50 miles that don't provide for automatic enrollment. That $6,350 compares to an average of $2,651 across those 232 plans.

Beating the average of $2,651 means an extra $588,236 in participant cash contributions.

Note: average participant cash contribution per active participant =
cash contributions from participants ÷ active participants

Apex Industrial Technologies LLC 401(K) Profit Sharing Plan & Trust has these standings among those 232 peer plans:
<ul style='line-height:0.9;'>
<li>average participant cash contribution per active participant = $6,350 (8th-highest)</li>
<li>cash contributions from participants = $1,009,724 (14th-most)</li>
<li>active participants = 159 (107th-most)</li>
</ul>
beat out by Data Intensity LLC 401(K) Profit Sharing Plan and Trust in Covington, KY ($11,297), Sigmatek Systems, LLC 401(K) Plan in Cincinnati, OH ($9,883), Enable Injections 401(K) Plan in Cincinnati, OH ($7,558), and Server Suites, LLC 401k & Profit Sharing Plan in Loveland, OH ($7,554), and 3 others, ending with Resolvit Resources LLC 401(K) Retirement Plan in Cincinnati, OH ($6,388).

beat American Thermal Instruments, Inc./Microtek Laboratories, Inc. 401(K) Profit Sharing Plan in Dayton, OH ($6,108), Calvary Industries, Inc. 401(K) Retirement Savings Plan in Fairfield, OH ($6,039), BMC Growth Fund, LLC 401(K) Plan in Miamisburg, OH ($6,011), and Kaivac, Inc. 401(K) Plan in Hamilton, OH ($5,640), and others, ending with The Deters Company Inc. Profit Sharing Plan in Burlington, KY ($81.80).

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Apex Industrial Technologies LLC 401(K) Profit Sharing Plan & Trust in Mason, OH has the 8th-highest average participant cash contribution per active participant ($6,350) of the 232 plans within 50 miles that don't provide for automatic enrollment. That $6,350 compares to an average of $2,651 across those 232 plans.

Beating the average of $2,651 means an extra $588,236 in participant cash contributions.

Note: average participant cash contribution per active participant =
cash contributions from participants ÷ active participants

Apex Industrial Technologies LLC 401(K) Profit Sharing Plan & Trust has these standings among those 232 peer plans:

average participant cash contribution per active participant = $6,350 (8th-highest)

cash contributions from participants = $1,009,724 (14th-most)

active participants = 159 (107th-most)

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References

provide for automatic enrollment. 401(k) plan or 403(b) plan that provides for automatic enrollment in a plan that has elective contributions deducted from payroll. Feature code 2S within Line 8a of Form 5500. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
average participant cash contribution per active participant. Higher values are better. Average participant cash contribution per active participant equals cash contributions from participants, Line 2a(1)(B) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
within 50 miles.
- The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
- In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.
Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.

Profile

Apex Industrial Technologies LLC 401(K) Profit Sharing Plan & Trust in Mason, OH is in Ohio, its EIN is 208074792, its industry group is Computer Systems Design and Related Services, its plan administrator is Ashley Ducheney, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 541511, has 100 to 499 total participants, is worse than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and diversity of asset types (4 total), is better than the overall participant averages in each of average account balance, active-participant contributions per head, and employer contributions per active participant, and is higher than the overall administrative medians in each of contract administrator fees, total administrative expenses, and total administrative expense ratio.

Numeric values:

total assets at beginning of plan year ($10,916,164)
total assets ($9,229,566)
net assets (assets minus liabilities) ($9.20M)
value of interest in registered investment companies (e.g., mutual funds) ($8.90M)
total contributions ($1,488,054)
total expenses ($1,396,347)
cash contributions from participants ($1,009,724)
cash contributions from employers ($390,233)
value of interest in common/collective trusts ($268,144)
participant loans ($102,260)
contract administrator fees ($69,959)
total administrative expenses ($69,959)
average account balance ($41,763)
average employer+participant cash contribution per active participant ($8,805)
average participant cash contribution per active participant ($6,350)
average employer cash contribution per active participant ($2,454)
total administrative expense per participant ($316.56)
total noninterest-bearing cash ($0)
receivables employer contributions ($0)
receivables participant contributions ($0)
other receivables (not employer nor participant contributions) ($0)
interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
U.S. government securities ($0.0K)
corporate debt instruments (preferred & other than employer securities) ($0)
corporate debt instruments (below preferred & other than employer securities) ($0)
corporate preferred stocks (other than employer securities) ($0)
corporate common stocks (other than employer securities) ($0)
partnership/joint venture interests ($0)
real estate (other than employer real property) ($0)
loans (other than to participants) ($0)
value of interest in pooled separate accounts ($0)
value of interest in master trust investment accounts ($0.0K)
value of interest in 103-12 investment entities ($0)
value of funds held in insurance company general account (unallocated contracts) ($0)
other general investments ($0)
employer-related securities investments ($0)
employer-related real-property investments ($0)
buildings and other property used in plan operation ($0)
total liabilities ($0)
corrective distributions ($0)
professional fees ($0)
investment advisory and management fees ($0)
other administrative expenses ($0)
asset transfers to the plan ($0)
asset transfers from the plan ($0)
net income per total participant (-$7,632)
total income (-$290,251)
net income (-$1,686,598)
earnings on investments (-$1,778,305)
net earnings on investments (-$1,778,305)
percentage of active participants (71.9%)
diversity of asset types (6.0%)
participant loans as a percentage of plan assets (1.11%)
total administrative expense ratio (0.760%)
total cash as a percentage of plan assets (0.00%)
employer securities as a percentage of plan assets (0.00%)
growth in total assets during the plan year (-15.5%)
yield on beginning-of-plan-year total assets (-16.29%)
active participants (159)
deceased participants whose beneficiaries receive or are entitled to benefits (0)
living participants (221)
other retired or separated participants entitled to future benefits (61)
retired or separated participants receiving benefits (1)
total participants (221)

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	in state
	within 50 miles
	whose economic sector is
	whose industry group is
	provide for automatic enrollment, or not
	average employer+participant cash contribution per active participant
	average participant cash contribution per active participant
	value of interest in registered investment companies (e.g., mutual funds)

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Benchmarking Apex Industrial Technologies LLC 401(K) Profit Sharing Plan & Trust in Mason, OH against

most-similar plans

a group of plans you select