401(k) · DOL Form 5500 · 2022

Apt Research, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
164
Participants Small participant base
80th
Percentile by assets National rank
$144,781
Avg per participant Above avg balance/head
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Official DOL plan name: A-P-T Research, Inc. 401(k) Plan · Sponsored by Apt Research, Inc. · Alabama · Professional & Technical Services

$24M in assets, 164 participants

Apt Research, Inc.'s A-P-T Research, Inc. 401(k) Plan reported $24M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #17,268 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

A-P-T Research, Inc. 401(k) Plan covers 164 participants in Alabama, about 46% of the average Alabama filer (state average ~360 per filing). Assets: $24M.

#17,268
in Professional & Technical Services (21,562 peers)
-17.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A-P-T Research, Inc. 401(k) Plan's outsized position by total assets

A-P-T Research, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,744,151 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

A-P-T Research, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A-P-T Research, Inc. 401(k) Plan sits mid-pack in the medium band (164 participants).

Form 5500 schedule snapshot

Filing strip 631026951 · Apt Research, Inc. PY 2022 · 401(k)

A-P-T Research, Inc. 401(k) Plan · $24M · 164 · 80th

  • PART $24M
  • TYPE 164
  • NET 80th
  • BOOK 401(k)
  • VS-ST near Shaw Systems Associates, L.L.C. Profit Sharing Plan
  • BOY ind #17268

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Alabama →

A-P-T Research, Inc. 401(k) Plan in the asset neighbourhood

A-P-T Research, Inc. 401(k) PlanA-P-T Research, Inc. 401(k) …$24MShaw Systems Associates, L.L.C. Profit Sharing PlanShaw Systems Associates, L.L…$24MCary Oil Co., Inc. 401(k) Profit Sharing PlanCary Oil Co., Inc. 401(k) Pr…$24ML'oreal Travel Retail Americas Inc. Retirement PlanL'oreal Travel Retail Americ…$24MConstellium Automotive USA 401(k) Retirement PlanConstellium Automotive USA 4…$24M
End-of-year total assets ($M) among A-P-T Research, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$5M
Employer EIN631026951
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apt Research, Inc.)

Sponsor-wide plan assets over time

All Apt Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 38.76762233677095% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.4M $56.1M ▲ +38.8%
Year Plans Participants Total Assets
2022 2 339 $40M
2023 2 322 $50M
2024 2 321 $56M

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

A-P-T Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants A-P-T Research, Inc. 401(k) Plan, Total assets ($B): 0.023744151 · Participants: 164A-P-T Research, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
A-P-T Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare A-P-T Research, Inc. 401(k) Plan side-by-side with 3 peers →

A-P-T Research, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Shaw Systems Associates, L.L.C. Profit Sharing Plan in TX ($24M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did A-P-T Research, Inc. 401(k) Plan assets move in 2022? ▼
A-P-T Research, Inc. 401(k) Plan declined sharply - down 17.8% during 2022, from $29M to $24M. Reported net income was -$5M.
How have Apt Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apt Research, Inc.'s sponsor-wide assets grew 38.8%, from $40M to $56M.
Where does A-P-T Research, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
A-P-T Research, Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to A-P-T Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shaw Systems Associates, L.L.C. Profit Sharing Plan in TX ($24M, 113 participants).
Which 401(k) plans cover a similar participant headcount to A-P-T Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 631026951.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.