401(k) · DOL Form 5500 · 2023

Adapt of the Hudson Valley, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
553
Participants Below avg headcount
36th
Percentile by assets National rank
$5,723
Avg per participant Low balance/head
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Official DOL plan name: Adapt of the Hudson Valley, Inc. 401(k) Plan · Sponsored by Adapt of the Hudson Valley, Inc. · New York · Healthcare & Social Assistance

$3M in assets, 553 participants

Adapt of the Hudson Valley, Inc.'s Adapt of the Hudson Valley, Inc. 401(k) Plan reported $3M in total assets and 553 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,654 in Healthcare & Social Assistance (17,684 peers)

Adapt of the Hudson Valley, Inc. multi-year trail

Adapt of the Hudson Valley, Inc.'s plans moved +1004.8% in assets from 2022 to 2024; this filing shows Adapt of the Hudson Valley, Inc. 401(k) Plan at $3M / 553 participants.

#6,654
in Healthcare & Social Assistance (17,684 peers)
+456.3%
assets growth YoY

Adapt of the Hudson Valley, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Adapt of the Hudson Valley, Inc. 401(k) Plan vs every filed plan by assets

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

$3,164,595 36th percentile higher than 36% 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 of the Hudson Valley, 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. Adapt of the Hudson Valley, Inc. 401(k) Plan sits mid-pack in the medium band (553 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adapt of the Hudson Valley, Inc. 401(k) Plan end-of-year assets rose from $569K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Adapt of the Hudson Valley, Inc. 401(k) Plan reported net income rose from $569K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Adapt of the Hudson Valley, Inc. 401(k) Plan reported participants rose from 510 in the plan year 2022 filing to 553 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 862864372 · Adapt of the Hudson Valley, Inc. PY 2023 · 401(k)

Adapt of the Hudson Valley, Inc. 401(k) Plan · $3M · 553 · 36th

  • ASSETS $3M
  • ASSETS 553
  • ASSETS 36th
  • ASSETS 401(k)
  • ASSETS near Davidson Oil Company 401(k) Plan
  • ASSETS ind #6654

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 New York →

Adapt of the Hudson Valley, Inc. 401(k) Plan in the asset neighbourhood

Adapt of the Hudson Valley, Inc. 401(k) PlanAdapt of the Hudson Valley, …$3MDavidson Oil Company 401(k) PlanDavidson Oil Company 401(k) …$3MPb&j Restaurants, Inc. Employees 401(k) PlanPb&j Restaurants, Inc. Emplo…$3MJames E Vanek Md Plcc 401(k) Profit Sharing Plan & TrustJames E Vanek Md Plcc 401(k)…$3MHuong Thi Le Nguyen, M.D. 401(k) PlanHuong Thi Le Nguyen, M.D. 40…$3M
End-of-year total assets ($M) among Adapt of the Hudson Valley, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Adapt of the Hudson Valley, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Adapt of the Hudson Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 1004.7619047619047% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $0.57M $6.28M ▲ +1001.8%
Year Plans Participants Total Assets
2022 1 510 $569K
2023 1 553 $3M
2024 1 525 $6M

Adapt of the Hudson Valley, Inc. filing trail (2023)

Total Assets (Beginning of Year)$569K
Net Assets (End of Year)$3M
Net Income$3M
Employer EIN862864372
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Adapt of the Hudson Valley, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Adapt of the Hudson Valley, Inc. 401(k) Plan, Total assets ($B): 0.003164595 · Participants: 553Adapt of the Hudson Valley, Inc. 401(k) 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
Adapt of the Hudson Valley, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Adapt of the Hudson Valley, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Davidson Oil Company 401(k) Plan in TX ($3M); by covered participants it is Gdh Consulting, Inc. 401(k) Plan in OK (553 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (553 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 of the Hudson Valley, Inc. 401(k) Plan assets move in 2023?
Adapt of the Hudson Valley, Inc. 401(k) Plan surged - up 456.3% during 2023, from $569K to $3M. Reported net income was $3M.
How have Adapt of the Hudson Valley, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Adapt of the Hudson Valley, Inc.'s sponsor-wide assets grew 1004.8%, from $569K to $6M.
Which 401(k) plans are similar in size to Adapt of the Hudson Valley, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Davidson Oil Company 401(k) Plan in TX ($3M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Adapt of the Hudson Valley, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Gdh Consulting, Inc. 401(k) Plan in OK (553 participants, $16M in assets).