401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$14M
Total assets Small plan by assets
130
Participants Small participant base
63rd
Percentile by assets National rank
$107,335
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

$14M in assets, 130 participants

Act-on Software, Inc.'s Act-on Software, Inc. 401(k) Plan reported $14M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,490 in Professional & Technical Services (20,173 peers)

Coverage in Oregon

Act-on Software, Inc. 401(k) Plan covers 130 participants in Oregon, about 29% of the average Oregon filer (state average ~443 per filing). Assets: $14M.

#12,490
in Professional & Technical Services (20,173 peers)
+8.2%
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 2024 · DOL Form 5500

$13,953,535 Top 37% higher than 63% of 123,620 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 2024

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

Plan-year 2024 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 (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Act-on Software, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Act-on Software, Inc. 401(k) Plan reported participants fell from 148 in the plan year 2023 filing to 130 in the plan year 2024 filing.
  • Act-on Software, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 204971292 · Act-on Software, Inc. PY 2024 · 401(k)

Act-on Software, Inc. 401(k) Plan · $14M · 130 · 63rd

  • EBSA $14M
  • EBSA 130
  • EBSA 63rd
  • EBSA 401(k)
  • EBSA near Therm-Tech of Waukesha, Inc. 401(k) Savings Plan
  • EBSA ind #12490

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)…$14MTherm-Tech of Waukesha, Inc. 401(k) Savings PlanTherm-Tech of Waukesha, Inc.…$14MStumpf Motor Co., Inc. Profit Sharing, Savings & Investment PlanStumpf Motor Co., Inc. Profi…$14MPtm Corporation 401(k) Profit Sharing Plan & TrustPtm Corporation 401(k) Profi…$14MAlley-Cassetty Co., Inc. 401(k) Profit Sharing PlanAlley-Cassetty Co., Inc. 401…$14M
End-of-year total assets ($M) among Act-on Software, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
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. -10000010000200003000040000 -202468 Total assets ($B) Participants Act-on Software, Inc. 401(k) Plan, Total assets ($B): 0.013953535 · Participants: 130Act-on Software, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp 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 Therm-Tech of Waukesha, Inc. 401(k) Savings Plan in WI ($14M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Act-on Software, Inc. 401(k) Plan grew at a solid clip - up 8.2% during 2024, from $13M to $14M. Reported net income was $1M.
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 Therm-Tech of Waukesha, Inc. 401(k) Savings Plan in WI ($14M, 170 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 Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.