401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$13M
Total assets Small plan by assets
148
Participants Small participant base
64th
Percentile by assets National rank
$87,145
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

$13M in assets, 148 participants

Act-on Software, Inc.'s Act-on Software, Inc. 401(k) Plan reported $13M in total assets and 148 participants in its 2023 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.

  • #12,846 in Professional & Technical Services (20,321 peers)

Coverage in Oregon

Act-on Software, Inc. 401(k) Plan covers 148 participants in Oregon, about 33% of the average Oregon filer (state average ~443 per filing). Assets: $13M.

#12,846
in Professional & Technical Services (20,321 peers)
+33.8%
assets growth YoY

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 2023 · DOL Form 5500

$12,897,435 Top 36% higher than 64% 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

Act-on Software, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Act-on Software, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Act-on Software, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Act-on Software, Inc. 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204971292 · Act-on Software, Inc. PY 2023 · 401(k)

Act-on Software, Inc. 401(k) Plan · $13M · 148 · 64th

  • RANK $13M
  • RANK 148
  • RANK 64th
  • RANK 401(k)
  • RANK near Daily Management 401(k) Profit Sharing Plan
  • RANK ind #12846

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)…$13MDaily Management 401(k) Profit Sharing PlanDaily Management 401(k) Prof…$13MAlmon, Inc. 401(k) Plan$13MPando 401(k) Plan$13MUwba 401(k) Plan$13M
End-of-year total assets ($M) among Act-on Software, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
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. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Act-on Software, Inc. 401(k) Plan, Total assets ($B): 0.012897435 · Participants: 148Act-on Software, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp 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 Daily Management 401(k) Profit Sharing Plan in FL ($13M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Act-on Software, Inc. 401(k) Plan assets move in 2023? ▼
Act-on Software, Inc. 401(k) Plan surged - up 33.8% during 2023, from $10M to $13M. 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 Daily Management 401(k) Profit Sharing Plan in FL ($13M, 690 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 Frontier Auto Sales 401(k) Plan in CA (148 participants, N/A 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 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.