Aprio Employees Retirement Plan — Form 5500 plan (Aprio Holdings LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aprio Employees Retirement Plan is a benefit plan reported by Aprio Holdings LLC under EIN 58-2487348 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,750 participants and $174,836,026 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$174.8MPlan net assets, end of year$174,836,026
Participants1.8KCovered participants reported1,750
Assets / participant$99.9KComputed: assets ÷ participants$99,906 (computed)
Provider compensation$169.3K2 Schedule C provider row(s)$169,302
- Plan sponsor
- Aprio Holdings LLC
- EIN
- 58-2487348
- Plan number
- 005
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,750 | H, C | 20241015101548NAL0056962706001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$174.8M total assets
Net assets$174.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $174,836,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $174,836,026
- Net assets (BOY)
- $110,489,745
Income & contributions
- Employer contributions
- $8,302,015
- Participant contributions
- $15,201,907
- Total contributions
- $55,986,523
- Total income / additions
- $77,343,459
Expenses & distributions
- Benefits paid
- $12,817,670
- Administrative expenses
- $169,302
- Total expenses
- $12,997,178
- Net increase / (decrease)
- $64,346,281
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $120,316 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $48,986 | not reported in the loaded dataset | 2023 |