Apple 401(K) Plan — Form 5500 plan (Apple Inc.)
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, Apple 401(K) Plan is a benefit plan reported by Apple Inc. under EIN 94-2404110 and plan number 001. The latest loaded filing year is 2023. The filing reports 147,753 participants and $19,779,511,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apple Inc.
- EIN
- 94-2404110
- Plan number
- 001
- Plan type
- 2
- Location
- Cupertino, CA
- Latest filing year
- 2023
- Participants
- 147,753
- End-of-year plan assets
- $19,779,511,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147,753 | H, C | 20241011101049NAL0010800659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,779,511,539
- Total liabilities (EOY)
- $1,180,559
- Net assets (EOY)
- $19,778,330,980
- Net assets (BOY)
- $14,993,350,657
Income & contributions
- Employer contributions
- $679,521,343
- Participant contributions
- $1,338,174,086
- Total contributions
- $2,156,203,862
- Total income / additions
- $5,408,783,071
Expenses & distributions
- Benefits paid
- $613,462,517
- Administrative expenses
- $9,670,850
- Total expenses
- $623,802,748
- Net increase / (decrease)
- $4,784,980,323
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $3,222,254 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $2,691,810 | not reported in the loaded dataset | 2023 |
| William Blair Investment Management | NONE | $2,281,292 | not reported in the loaded dataset | 2023 |
| Barrow, Hanley, Mewhinney & Strauss | NONE | $1,275,043 | not reported in the loaded dataset | 2023 |
| Mariner LLC | NONE | $71,316 | not reported in the loaded dataset | 2023 |
| Great West Trust Company LLC | NONE | $63,461 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $63,410 | $0 | 2023 |
| Twin Peaks Wealth Advisors LLC | NONE | $61,421 | not reported in the loaded dataset | 2023 |
| Golden State Equity Partners L | NONE | $57,226 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $55,231 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $34,465 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $33,648 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $27,600 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $19,325 | not reported in the loaded dataset | 2023 |
| Silicon Valley Wealth Advisors | NONE | $18,334 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $15,234 | not reported in the loaded dataset | 2023 |
| Consilium Wealth Management Ll | NONE | $13,913 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $12,987 | not reported in the loaded dataset | 2023 |
| Flexible Plan Investments Ltd | NONE | $12,015 | not reported in the loaded dataset | 2023 |
| Merit Financial Advisors | NONE | $11,429 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments Ll | NONE | $9,904 | not reported in the loaded dataset | 2023 |
| Empirical Financial Services L | NONE | $8,038 | not reported in the loaded dataset | 2023 |
| Dynamic Wealth Advisors | NONE | $7,614 | not reported in the loaded dataset | 2023 |
| Wade Financial Advisory Inc | NONE | $7,570 | not reported in the loaded dataset | 2023 |
| Ironwood Wealth Management LLC | NONE | $7,189 | not reported in the loaded dataset | 2023 |
| Mercer Global Advisors Inc | NONE | $6,619 | not reported in the loaded dataset | 2023 |
| Rhs Financial LLC | NONE | $6,602 | not reported in the loaded dataset | 2023 |
| Ep Wealth Advisors LLC | NONE | $6,573 | not reported in the loaded dataset | 2023 |
| Abound Wealth Management LLC | NONE | $6,274 | not reported in the loaded dataset | 2023 |
| Main Street Research LLC | NONE | $5,687 | not reported in the loaded dataset | 2023 |
| Connectus Wealth LLC | NONE | $5,642 | not reported in the loaded dataset | 2023 |
| Summitry LLC | NONE | $5,457 | not reported in the loaded dataset | 2023 |
| Eclectic Associates Inc | NONE | $5,374 | not reported in the loaded dataset | 2023 |
| Opes Wealth Management LLC | NONE | $5,109 | not reported in the loaded dataset | 2023 |
| Dwm Financial Group Inc | NONE | $5,007 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apple Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Cupertino, CA
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- William Blair Investment Management — Schedule C compensation
- Barrow, Hanley, Mewhinney & Strauss — Schedule C compensation
- Mariner LLC — Schedule C compensation
- Great West Trust Company LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Twin Peaks Wealth Advisors LLC — Schedule C compensation
- Golden State Equity Partners L — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Silicon Valley Wealth Advisors — Schedule C compensation
- Morningstar Investment Service — Schedule C compensation
- Consilium Wealth Management Ll — Schedule C compensation
- Flexible Plan Investments Ltd — Schedule C compensation
- Merit Financial Advisors — Schedule C compensation
- Brinker Capital Investments Ll — Schedule C compensation
- Empirical Financial Services L — Schedule C compensation
- Dynamic Wealth Advisors — Schedule C compensation
- Wade Financial Advisory Inc — Schedule C compensation
- Ironwood Wealth Management LLC — Schedule C compensation
- Mercer Global Advisors Inc — Schedule C compensation
- Rhs Financial LLC — Schedule C compensation
- Ep Wealth Advisors LLC — Schedule C compensation
- Abound Wealth Management LLC — Schedule C compensation
- Main Street Research LLC — Schedule C compensation
- Connectus Wealth LLC — Schedule C compensation
- Summitry LLC — Schedule C compensation
- Eclectic Associates Inc — Schedule C compensation
- Opes Wealth Management LLC — Schedule C compensation
- Dwm Financial Group Inc — Schedule C compensation