401(k) · DOL Form 5500 · 2023

Apt Research, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
157
Participants Small participant base
79th
Percentile by assets National rank
$183,306
Avg per participant Above avg balance/head
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Official DOL plan name: A-P-T Research, Inc. 401(k) Plan · Sponsored by Apt Research, Inc. · Alabama · Professional & Technical Services

$29M in assets, 157 participants

Apt Research, Inc.'s A-P-T Research, Inc. 401(k) Plan reported $29M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,061 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

A-P-T Research, Inc. 401(k) Plan covers 157 participants in Alabama, about 44% of the average Alabama filer (state average ~360 per filing). Assets: $29M.

#16,061
in Professional & Technical Services (20,321 peers)
+21.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

A-P-T Research, Inc. 401(k) Plan's outsized position by total assets

A-P-T Research, Inc. 401(k) Plan vs every filed plan by assets

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

$28,779,088 Top 21% higher than 79% 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

A-P-T Research, 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. A-P-T Research, Inc. 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A-P-T Research, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • A-P-T Research, Inc. 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • A-P-T Research, Inc. 401(k) Plan reported participants fell from 164 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 631026951 · Apt Research, Inc. PY 2023 · 401(k)

A-P-T Research, Inc. 401(k) Plan · $29M · 157 · 79th

  • ASSETS $29M
  • PCT 157
  • EIN 79th
  • RANK 401(k)
  • PHOTO near Vantage Data Centers 401(k) Plan
  • IND ind #16061

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 Alabama →

A-P-T Research, Inc. 401(k) Plan in the asset neighbourhood

A-P-T Research, Inc. 401(k) PlanA-P-T Research, Inc. 401(k) …$29MVantage Data Centers 401(k) PlanVantage Data Centers 401(k) …$29MUpgrade Inc. 401(k) Plan$29MMcnamara/Salvia, Inc. 401(k) Plan and TrustMcnamara/Salvia, Inc. 401(k)…$29MUropartners, LLC 401(k) Profit Sharing PlanUropartners, LLC 401(k) Prof…$29M
End-of-year total assets ($M) among A-P-T Research, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN631026951
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apt Research, Inc.)

Sponsor-wide plan assets over time

All Apt Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 38.76762233677095% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.4M $56.1M ▲ +38.8%
Year Plans Participants Total Assets
2022 2 339 $40M
2023 2 322 $50M
2024 2 321 $56M

Nearby 401(k) Plans in Alabama

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

A-P-T Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants A-P-T Research, Inc. 401(k) Plan, Total assets ($B): 0.028779088 · Participants: 157A-P-T Research, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
A-P-T Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare A-P-T Research, Inc. 401(k) Plan side-by-side with 3 peers →

A-P-T Research, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Vantage Data Centers 401(k) Plan in CA ($29M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 A-P-T Research, Inc. 401(k) Plan assets move in 2023? ▼
A-P-T Research, Inc. 401(k) Plan grew sharply - up 21.2% during 2023, from $24M to $29M. Reported net income was $5M.
How have Apt Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apt Research, Inc.'s sponsor-wide assets grew 38.8%, from $40M to $56M.
Where does A-P-T Research, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
A-P-T Research, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to A-P-T Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vantage Data Centers 401(k) Plan in CA ($29M, 321 participants).
Which 401(k) plans cover a similar participant headcount to A-P-T Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 631026951.

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.