401(k) · DOL Form 5500 · 2023

ADAPT 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
427
Participants Below avg headcount
71st
Percentile by assets National rank
$42,238
Avg per participant Low balance/head
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Official DOL plan name: Adapt 401(k) Profit Sharing Plan & Trust · Sponsored by ADAPT · Oregon · Healthcare & Social Assistance

$18M in assets, 427 participants

ADAPT's Adapt 401(k) Profit Sharing Plan & Trust reported $18M in total assets and 427 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,328 in Healthcare & Social Assistance (17,684 peers)

ADAPT multi-year trail

ADAPT's plans moved +69.2% in assets from 2022 to 2024; this filing shows Adapt 401(k) Profit Sharing Plan & Trust at $18M / 427 participants.

#13,328
in Healthcare & Social Assistance (17,684 peers)
+33.8%
assets growth YoY

Adapt 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Adapt 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$18,035,608 Top 29% higher than 71% 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

Adapt 401(k) Profit Sharing Plan & Trust 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. Adapt 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (427 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adapt 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Adapt 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Adapt 401(k) Profit Sharing Plan & Trust reported participants rose from 381 in the plan year 2022 filing to 427 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930611783 · ADAPT PY 2023 · 401(k)

Adapt 401(k) Profit Sharing Plan & Trust · $18M · 427 · 71st

  • 5500 $18M
  • ASSETS 427
  • PCT 71st
  • EIN 401(k)
  • RANK near Royle Printing Co. Profit Sharing Plan
  • PHOTO ind #13328

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Adapt 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Adapt 401(k) Profit Sharing Plan & TrustAdapt 401(k) Profit Sharing …$18MRoyle Printing Co. Profit Sharing PlanRoyle Printing Co. Profit Sh…$18MParrish Enterprises, Ltd Profit Sharing and Employee Savings PlanParrish Enterprises, Ltd Pro…$18MEso 401(k) Plan$18MFemg Holdings, LLC 401(k) PlanFemg Holdings, LLC 401(k) Pl…$18M
End-of-year total assets ($M) among Adapt 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

ADAPT multi-year asset trail

Sponsor-wide plan assets over time

All ADAPT plans reported in each filing year

Latest sponsor-wide plan assets
$23M 69.16327594047438% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.5M $22.8M ▲ +69.1%
Year Plans Participants Total Assets
2022 1 381 $13M
2023 1 427 $18M
2024 1 517 $23M

ADAPT filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$5M
Employer EIN930611783
Plan Effective Date2005-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Adapt 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Adapt 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.018035608 · Participants: 427Adapt 401(k) Profit Sharing Plan & Trust401(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
Adapt 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Adapt 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Royle Printing Co. Profit Sharing Plan in WI ($18M); by covered participants it is Coachsource LLC 401(k) Profit Sharing Plan & Trust in NJ (427 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (427 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 Adapt 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Adapt 401(k) Profit Sharing Plan & Trust surged - up 33.8% during 2023, from $13M to $18M. Reported net income was $5M.
How have ADAPT plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ADAPT's sponsor-wide assets grew 69.2%, from $13M to $23M.
Which 401(k) plans are similar in size to Adapt 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Royle Printing Co. Profit Sharing Plan in WI ($18M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Adapt 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coachsource LLC 401(k) Profit Sharing Plan & Trust in NJ (427 participants, $2M 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 930611783.

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.