American Public Education Retirement Plan — Form 5500 plan (American Public Education 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, American Public Education Retirement Plan is a benefit plan reported by American Public Education Inc. under EIN 01-0724376 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,799 participants and $259,281,173 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Public Education Inc.
EIN
01-0724376
Plan number
001
Plan type
2
Location
Charles Town, WV
Latest filing year
2023
Participants
6,799
End-of-year plan assets
$259,281,173

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,799H, C20241014080745NAL0026793233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$259,281,173
Total liabilities (EOY)
$0
Net assets (EOY)
$259,281,173
Net assets (BOY)
$214,783,036

Income & contributions

Employer contributions
$6,137,017
Participant contributions
$18,396,019
Total contributions
$26,590,058
Total income / additions
$70,573,657

Expenses & distributions

Benefits paid
$25,969,016
Administrative expenses
$6,521
Total expenses
$26,075,520
Net increase / (decrease)
$44,498,137

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$6,521$02023

Related Form 5500 pages