Apollo Management Holdings 401(k) match, vesting and fees
What Apollo Management Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Uhy LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Apollo Management Holdings: employer contribution per participant | $5,174 | |
| Peer median | $3,266 |
| Apollo Management Holdings: average balance | $167,221 | |
| Peer median | $137,177 |
| Apollo Management Holdings: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $288M at the end of plan year 2021 to $422M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,584 | $422M | $13.1M | $5,174 | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 2,577 | $352M | $12.2M | $4,808 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 2,601 | $294M | $11.2M | $4,430 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 2,406 | $239M | $10.3M | $4,406 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 2,110 | $288M | $7.8M | $3,739 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Apollo Management Holdings match 401(k) contributions?
The match terms for the Athene Savings & Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $13.1M in employer contributions, about $5,174 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Apollo Management Holdings 401(k) match vested?
The vesting schedule for the Athene Savings & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Apollo Management Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Apollo Management Holdings, LP.
I left Apollo Management Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Apollo Management Holdings, LP, (515) 342-4684) or the recordkeeper, Fidelity Investments Institutional. The Apollo Management Holdings old 401(k) page lists the contacts from every plan filing. Find an old Apollo Management Holdings 401(k)
Data from the public Form 5500 annual reports Apollo Management Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Apollo Management Holdings. Not financial advice. Report a correction · Methodology