How big is American Public Education Inc.'s plan?

American Public Education Inc.'s plan reported $303.2M in assets and 5,899 participants for 2024.

Original filing (PDF)20251014103900NAL0001230003001

American Public Education Inc.

Name: American Public Education Inc. — American Public, Form 5500 (2024)
Creator: American Public Education Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

American Public Education Retirement Plan

401(k) retirement plan · American Public Education Inc.'s American Public Education Retirement Plan held $303.2M in plan assets for 5,899 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

5,899

Accounts w/ balance

4,790

Plan assets (EOY)

$303.2M

Net assets (EOY)

$303.2M

People on this filing

Richard Sunderland signed American Public Education Inc.'s 2024 Form 5500 as plan administrator.

Richard Sunderland — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

American Public Education Inc.'s EIN is 01-0724376.

EIN 01-0724376

Plan number 001

Plan year 2024

ACK ID 20251014103900NAL0001230003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for American Public Education Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

American Public Education Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN PUBLIC EDUCATION INC..

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Below-peer total plan cost (92nd percentile).

Plan sponsor

Name

AMERICAN PUBLIC EDUCATION INC.

EIN

all filings

Address

111 W. CONGRESS ST. · CHARLES TOWN, WV · 25414

Phone

(304) 885-5251

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$9K	—

Investments

35 direct securities· $303.2M(100% of reported assets)

Mutual Funds

$254.8M

25 holdings

Common Collective Trusts

$28.2M

5 holdings

Other securities

$15.3M

4 holdings

Bonds / Notes

$4.8M

1 holding

					% of plan
Fidelity Freedom K 2045 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$37.3M	12.3%
Fidelity Freedom K 2035 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$30.3M	10.0%
Fidelity Growth Company K6 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$29.9M	9.9%
Fidelity Freedom K 2040 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$29.8M	9.8%
Fidelity Freedom K 2050 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$25.8M	8.5%
Fidelity Contrafund K6 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$19.4M	6.4%
Fidelity Freedom K 2030 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$16.5M	5.4%
Fidelity Freedom K 2025 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$14.5M	4.8%
Fidelity 500 Index Fund Interest in registered investment companies xx	Common Collective Trusts	—	—	$13.4M	4.4%
Fidelity Freedom K 2055 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$10.2M	3.4%
Fidelity Total Market Index Fund Interest in registered investment companies xx	Common Collective Trusts	—	—	$9.5M	3.1%
Standard's Stable Asset Fund II Interest in registered investment companies xx	Other securities	—	—	$8.3M	2.7%
MFS International Diversification R6 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$6.5M	2.1%
Fidelity Freedom K 2020 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$5.5M	1.8%
Fidelity Low Price Stock K Fund Interest in registered investment companies xx	Mutual Funds	—	—	$5.4M	1.8%
Voya Mid Cap Opportunity R6 Fund Interest in registered investment companies xx	Other securities	—	—	$4.9M	1.6%
Participant Loans Interest rates range from 4.25% - 9.50%; -	Bonds / Notes	—	—	$4.8M	1.6%
Fidelity Freedom K 2060 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$4.3M	1.4%
Fidelity Extended Market Index Fund Interest in registered investment companies xx	Common Collective Trusts	—	—	$4.2M	1.4%
Fidelity Total Bond Fund Interest in registered investment companies xx	Mutual Funds	—	—	$3.9M	1.3%
MFS Value R6 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$3.7M	1.2%
Fidelity Small Cap Discovery Fund Interest in registered investment companies xx	Mutual Funds	—	—	$2.9M	0.9%
Fidelity Small Cap Value Fund Interest in registered investment companies xx	Mutual Funds	—	—	$2.5M	0.8%
Fidelity Freedom K Income Fund Interest in registered investment companies xx	Mutual Funds	—	—	$2.5M	0.8%
Nationwide Geneva Small Cap Growth Institutional Interest in registered investment companies xx	Other securities	—	—	$1.5M	0.5%
Fidelity Freedom K 2065 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$1.2M	0.4%
Fidelity Freedom K 2015 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$1.1M	0.4%
PIMCO Diversified Income Fund Institutional Interest in registered investment companies xx	Mutual Funds	—	—	$783K	0.3%
Fidelity Global ex. U.S. Index Fund Interest in registered investment companies xx	Common Collective Trusts	—	—	$761K	0.3%
Fidelity Freedom K 2010 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$697K	0.2%
Virtus Real Estate Fund Interest in registered investment companies xx	Other securities	—	—	$647K	0.2%
Fidelity US Bond Index Fund Interest in registered investment companies xx	Common Collective Trusts	—	—	$360K	0.1%
PIMCO Real Return Fund Institutional Class Interest in registered investment companies xx	Mutual Funds	—	—	$48K	<0.1%
Fidelity Retirement Money Market Fund Interest bearing cash xx	Mutual Funds	—	—	$41K	<0.1%
Fidelity Freedom K 2070 Fund Interest in registered investment companies xx	Mutual Funds	—	—	$1K	<0.1%