401(k) · DOL Form 5500 · 2023

Adapthealth, LLC 401(k) Plan

Data updated 2026-08-11

$131M
Total assets
10,667
Participants
93rd
Percentile by assets
$12,258
Avg per participant
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Official DOL plan name: Adapthealth 401(k) Profit Sharing Plan and Trust · Sponsored by Adapthealth, LLC · Pennsylvania · Retail Trade

$131M in assets, 10,667 participants

Adapthealth, LLC's Adapthealth 401(k) Profit Sharing Plan and Trust reported $131M in total assets and 10,667 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #8,071 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Adapthealth 401(k) Profit Sharing Plan and Trust covers 10,667 participants in Pennsylvania, 13x the typical Pennsylvania plan (state average ~822 per filing). Assets: $131M.

$131M
total plan assets (2023 EOY)
10,667
covered participants
93rd
percentile by assets (of 127,072 plans)
$12,258
avg assets per participant

Where Adapthealth 401(k) Profit Sharing Plan and Trust sits by total assets

Adapthealth 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$130,753,731 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adapthealth 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Adapthealth 401(k) Profit Sharing Plan and Trust reported participants rose from 6,102 in the plan year 2022 filing to 10,667 in the plan year 2023 filing.
  • Adapthealth 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $99M in the plan year 2022 filing to $131M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Adapthealth 401(k) Profit Sharing Plan and Trust reports 10,667 participants - 13x that state average ($131M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$131M
Net Income$29M
Employer EIN455553972
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adapthealth, LLC)

$80M$100M$120M$140M$160M$180M 202220232024 $99M $159M ▲ +60.7%
Total plan assets by year, all Adapthealth, LLC plans on file
Year Plans Participants Total Assets
2022 1 6,102 $99M
2023 1 10,667 $131M
2024 1 10,613 $159M

Nearby 401(k) Plans in Pennsylvania

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

Adapthealth 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Adapthealth 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -505101520 Total assets ($B) Participants Adapthealth 401(k) P…Comcast Corporation …Cigna 401(k) PlanThe Vanguard Retirem…The PNC Financial Se…The Bank of New York…
Adapthealth 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Scale composition for Adapthealth 401(k) Profit Sharing Plan and Trust

Adapthealth 401(k) Profit Sharing Plan and Trust reports $131M in end-of-year assets across 10,667 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $12,258 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $29M.

This plan identity (EIN 455553972, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $99M to $159M (+60.7%) while covered participants moved from 6,102 to 10,613 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,102 $99M Open filing
2023 10,667 $131M This page
2024 · index core 10,613 $159M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Adapthealth 401(k) Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Adapthealth 401(k) Profit Sharing Plan and Trust assets move in 2023?
Adapthealth 401(k) Profit Sharing Plan and Trust surged - up 32.1% during 2023, from $99M to $131M. Reported net income was $29M.
How have Adapthealth, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Adapthealth, LLC's sponsor-wide assets grew 60.7%, from $99M to $159M.
Where does Adapthealth 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Adapthealth 401(k) Profit Sharing Plan and Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Adapthealth 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Cogentrix Retirement Savings Plan in NC ($131M, 385 participants).

Next read for Adapthealth 401(k) Profit Sharing Plan a…

Filing takeaways

Ways to act on Adapthealth 401(k) Profit Sharing Plan and Trust's numbers.

  • By total assets, Adapthealth 401(k) Profit Sharing Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
  • Adapthealth, LLC's sponsor-wide assets have grown 60.7% since 2022 across 3 plan years on file. More Retail Trade plans