401(k) · DOL Form 5500 · 2023

Adapthealth, LLC 401(k) Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
10,667
Participants Very large workforce
93rd
Percentile by assets National rank
$12,258
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,071
in Retail Trade (8,414 peers)
+32.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Adapthealth 401(k) Profit Sharing Plan and Trust's outsized position 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 $2,050,000,000 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 2023

Adapthealth 401(k) Profit Sharing Plan and Trust's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adapthealth 401(k) Profit Sharing Plan and Trust is a mega filing (10,667 participants), the rightmost band on the breakdown.

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 →

EBSA filing schedule strip

Filing strip 455553972 · Adapthealth, LLC PY 2023 · 401(k)

Adapthealth 401(k) Profit Sharing Plan and Trust · $131M · 10,667 · 93rd

  • ASSETS $131M
  • PCT 10,667
  • EIN 93rd
  • RANK 401(k)
  • PHOTO near Cogentrix Retirement Savings Plan
  • IND ind #8071

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Adapthealth 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Specialty Granules Holdings LLC 401(k) PlanSpecialty Granules Holdings …$131MAdapthealth 401(k) Profit Sharing Plan and TrustAdapthealth 401(k) Profit Sh…$131MCogentrix Retirement Savings PlanCogentrix Retirement Savings…$131MG+D 401(k) Plan$131MAtlas Steel Products Co. Employee Savings and Profit Sharing PlanAtlas Steel Products Co. Emp…$131M
End-of-year total assets ($M) among Adapthealth 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Adapthealth, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$159M 60.667307932652456% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $99M $159M ▲ +60.7%
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 Scatter plot of 6 data points. 020000400006000080000100000 -505101520 Total assets ($B) Participants Adapthealth 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.130753731 · Participants: 10667Adapthealth 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Adapthealth 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Adapthealth 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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:

Adapthealth 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cogentrix Retirement Savings Plan in NC ($131M); by covered participants it is Linde Retirement Savings Plan in CT (10,671 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($131M here).

Similar participant headcount

Nearest other-state filings by covered participants (10,667 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Adapthealth 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Linde Retirement Savings Plan in CT (10,671 participants, $2.8B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455553972.

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.