401(k) · DOL Form 5500 · 2022

Act-on Software, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
139
Participants Small participant base
64th
Percentile by assets National rank
$69,364
Avg per participant Below avg balance/head
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Official DOL plan name: Act-on Software, Inc. 401(k) Plan · Sponsored by Act-on Software, Inc. · Oregon · Professional & Technical Services

$10M in assets, 139 participants

Act-on Software, Inc.'s Act-on Software, Inc. 401(k) Plan reported $10M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,559 in Professional & Technical Services (21,562 peers)

Coverage in Oregon

Act-on Software, Inc. 401(k) Plan covers 139 participants in Oregon, about 31% of the average Oregon filer (state average ~443 per filing). Assets: $10M.

#13,559
in Professional & Technical Services (21,562 peers)
-24.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Act-on Software, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Act-on Software, Inc. 401(k) Plan vs every filed plan by assets

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

$9,641,604 Top 36% higher than 64% 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

Act-on Software, 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. Act-on Software, Inc. 401(k) Plan sits mid-pack in the medium band (139 participants).

Form 5500 schedule snapshot

Filing strip 204971292 · Act-on Software, Inc. PY 2022 · 401(k)

Act-on Software, Inc. 401(k) Plan · $10M · 139 · 64th

  • ASSETS $10M
  • PCT 139
  • EIN 64th
  • RANK 401(k)
  • PHOTO near Isco International, LLC 401(k) Plan
  • IND ind #13559

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 Oregon →

Act-on Software, Inc. 401(k) Plan in the asset neighbourhood

Act-on Software, Inc. 401(k) PlanAct-on Software, Inc. 401(k)…$10MIsco International, LLC 401(k) PlanIsco International, LLC 401(…$10MHealthcare 401(k) Plan$10MWatson Friendship Academy 403(b) Retirement PlanWatson Friendship Academy 40…$10MThe Kreller Consulting Group 401(k) PlanThe Kreller Consulting Group…$10M
End-of-year total assets ($M) among Act-on Software, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN204971292
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Act-on Software, Inc.)

Sponsor-wide plan assets over time

All Act-on Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 44.722133371169356% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.64M $14M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 139 $10M
2023 1 148 $13M
2024 1 130 $14M

Nearby 401(k) Plans in Oregon

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

Act-on Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Act-on Software, Inc. 401(k) Plan, Total assets ($B): 0.009641604 · Participants: 139Act-on Software, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Act-on Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Act-on Software, Inc. 401(k) Plan side-by-side with 3 peers →

Act-on Software, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Isco International, LLC 401(k) Plan in IL ($10M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Act-on Software, Inc. 401(k) Plan assets move in 2022? ▼
Act-on Software, Inc. 401(k) Plan declined sharply - down 24.5% during 2022, from $13M to $10M. Reported net income was -$3M.
How have Act-on Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Act-on Software, Inc.'s sponsor-wide assets grew 44.7%, from $10M to $14M.
Which 401(k) plans are similar in size to Act-on Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Isco International, LLC 401(k) Plan in IL ($10M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Act-on Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 204971292.

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.