401(k) · DOL Form 5500 · 2022

Akt Services, LLP 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
342
Participants Below avg headcount
92nd
Percentile by assets National rank
$264,152
Avg per participant High balance/head
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Official DOL plan name: Aldrich Retirement Plan · Sponsored by Akt Services, LLP · Oregon · Professional & Technical Services

$90M in assets, 342 participants

Akt Services, LLP's Aldrich Retirement Plan reported $90M in total assets and 342 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,113 in Professional & Technical Services (21,562 peers)

Where Aldrich Retirement Plan sits by assets

Aldrich Retirement Plan sits in the top 10% of all filed plans by assets, $90M for 342 participants (~$264,152/participant), down 11.6% in 2022.

#20,113
in Professional & Technical Services (21,562 peers)
-11.6%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aldrich Retirement Plan's outsized position by total assets

Aldrich Retirement Plan vs every filed plan by assets

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

$90,340,013 Top 8% higher than 92% 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

Aldrich Retirement 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. Aldrich Retirement Plan sits mid-pack in the medium band (342 participants).

DOL schedule card

Filing strip 931316075 · Akt Services, LLP PY 2022 · 401(k)

Aldrich Retirement Plan · $90M · 342 · 92nd

  • PART $90M
  • TYPE 342
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Familycare Medical Group, P.C. 401(k) Plan
  • BOY ind #20113

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 →

Aldrich Retirement Plan in the asset neighbourhood

Icc Employees 401(k) Profit Sharing PlanIcc Employees 401(k) Profit …$90MFamilycare Medical Group, P.C. 401(k) PlanFamilycare Medical Group, P.…$90MCrouse Hospital 401(k) Retirement PlanCrouse Hospital 401(k) Retir…$90MAldrich Retirement Plan$90MStarwood Headquarters, L.L.C. 401(k) Profit Sharing PlanStarwood Headquarters, L.L.C…$90M
End-of-year total assets ($M) among Aldrich Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$90M
Net Income-$12M
Employer EIN931316075
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Akt Services, LLP)

Sponsor-wide plan assets over time

All Akt Services, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$107M 18.124692986262907% vs 2022
2024 filing year
$85M$90M$95M$100M$105M$110M 202220232024 $90.3M $107M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 342 $90M
2023 1 373 $98M
2024 1 365 $107M

Nearby 401(k) Plans in Oregon

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

Aldrich Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Aldrich Retirement Plan, Total assets ($B): 0.090340013 · Participants: 342Aldrich Retirement 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
Aldrich Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Aldrich Retirement Plan side-by-side with 3 peers →

Aldrich Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Familycare Medical Group, P.C. 401(k) Plan in NY ($90M); by covered participants it is Culinaire 401(k) Plan in TX (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Aldrich Retirement Plan assets move in 2022? ▼
Aldrich Retirement Plan pulled back noticeably - down 11.6% during 2022, from $102M to $90M. Reported net income was -$12M.
How have Akt Services, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Akt Services, LLP's sponsor-wide assets grew 18.1%, from $90M to $107M.
Where does Aldrich Retirement Plan rank by assets among Form 5500 filers? ▼
Aldrich Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Aldrich Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Familycare Medical Group, P.C. 401(k) Plan in NY ($90M, 628 participants).
Which 401(k) plans cover a similar participant headcount to Aldrich Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culinaire 401(k) Plan in TX (342 participants, $8M 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 931316075.

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.