401(k) · DOL Form 5500 · 2023

Adtheorent Inc 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
297
Participants Below avg headcount
80th
Percentile by assets National rank
$105,254
Avg per participant Below avg balance/head
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Official DOL plan name: Adtheorent Inc 401(k) Profit Sharing Plan · Sponsored by Adtheorent Inc · New York · Professional & Technical Services

$31M in assets, 297 participants

Adtheorent Inc's Adtheorent Inc 401(k) Profit Sharing Plan reported $31M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,333 in Professional & Technical Services (20,321 peers)

Coverage in New York

Adtheorent Inc 401(k) Profit Sharing Plan covers 297 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $31M.

#16,333
in Professional & Technical Services (20,321 peers)
+33.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Adtheorent Inc 401(k) Profit Sharing Plan's outsized position by total assets

Adtheorent Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$31,260,553 Top 20% higher than 80% 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

Adtheorent Inc 401(k) Profit Sharing 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. Adtheorent Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adtheorent Inc 401(k) Profit Sharing Plan reported net income rose from $88K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Adtheorent Inc 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Adtheorent Inc 401(k) Profit Sharing Plan reported participants rose from 290 in the plan year 2022 filing to 297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454058936 · Adtheorent Inc PY 2023 · 401(k)

Adtheorent Inc 401(k) Profit Sharing Plan · $31M · 297 · 80th

  • BOY $31M
  • BOY 297
  • BOY 80th
  • BOY 401(k)
  • BOY near Prestige Care 401(k) Plan
  • BOY ind #16333

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 New York →

Adtheorent Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Adtheorent Inc 401(k) Profit Sharing PlanAdtheorent Inc 401(k) Profit…$31MPrestige Care 401(k) Plan$31MTallahassee Primary Care Associates, PA 401(k) Profit Sharing PlanTallahassee Primary Care Ass…$31MAmerican Beverage Marketers 401(k) Retirement PlanAmerican Beverage Marketers …$31MSumnerone, Inc. 401(k)/Profit Sharing PlanSumnerone, Inc. 401(k)/Profi…$31M
End-of-year total assets ($M) among Adtheorent Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$31M
Net Income$8M
Employer EIN454058936
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adtheorent Inc)

Sponsor-wide plan assets over time

All Adtheorent Inc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $23.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 290 $23M
2023 1 297 $31M
2024 1 298 N/A

Nearby 401(k) Plans in New York

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

Adtheorent Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Adtheorent Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.031260553 · Participants: 297Adtheorent Inc 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Adtheorent Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Adtheorent Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Prestige Care 401(k) Plan in WA ($31M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Adtheorent Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Adtheorent Inc 401(k) Profit Sharing Plan surged - up 33.5% during 2023, from $23M to $31M. Reported net income was $8M.
Where does Adtheorent Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Adtheorent Inc 401(k) Profit Sharing Plan ranks in the 80th 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 Adtheorent Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prestige Care 401(k) Plan in WA ($31M, 4,405 participants).
Which 401(k) plans cover a similar participant headcount to Adtheorent Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 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 454058936.

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.