401(k) · DOL Form 5500 · 2024

Akt Services, LLP 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
365
Participants Below avg headcount
91st
Percentile by assets National rank
$292,367
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aldrich Retirement Plan · Sponsored by Akt Services, LLP · Oregon · Professional & Technical Services

$107M in assets, 365 participants

Akt Services, LLP's Aldrich Retirement Plan reported $107M in total assets and 365 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,572 in Professional & Technical Services (20,173 peers)

Where Aldrich Retirement Plan sits by assets

Aldrich Retirement Plan sits in the top 10% of all filed plans by assets, $107M for 365 participants (~$292,367/participant), up 8.6% in 2024.

#18,572
in Professional & Technical Services (20,173 peers)
+8.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Aldrich Retirement Plan's outsized position by total assets

Aldrich Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$106,713,863 Top 9% higher than 91% 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

Aldrich Retirement 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. Aldrich Retirement Plan sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aldrich Retirement Plan end-of-year assets rose from $98M in the plan year 2023 filing to $107M in the plan year 2024 filing.
  • Aldrich Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Aldrich Retirement Plan reported participants fell from 373 in the plan year 2023 filing to 365 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 931316075 · Akt Services, LLP PY 2024 · 401(k)

Aldrich Retirement Plan · $107M · 365 · 91st

  • TYPE $107M
  • NET 365
  • BOOK 91st
  • VS-ST 401(k)
  • BOY near Aviation Technical Services, Inc. Employee Savings Plan
  • SCH ind #18572

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 →

Aldrich Retirement Plan in the asset neighbourhood

Ll Global, Inc. 401(k) Plan$107MAviation Technical Services, Inc. Employee Savings PlanAviation Technical Services,…$107MAldrich Retirement Plan$107MBard, Rao & Athanas Consulting Engineers, LLC 401(k) PlanBard, Rao & Athanas Consulti…$107MHd&w Retirement Plan$107M
End-of-year total assets ($M) among Aldrich Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$107M
Net Income$8M
Employer EIN931316075
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Akt Services, LLP)

Sponsor-wide plan assets over time

All Akt Services, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$107M 18.124692986262907% vs 2022
2024 filing year
$85M$90M$95M$100M$105M$110M 202220232024 $90.3M $107M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 342 $90M
2023 1 373 $98M
2024 1 365 $107M

Nearby 401(k) Plans in Oregon

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

Aldrich Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Aldrich Retirement Plan, Total assets ($B): 0.106713863 · Participants: 365Aldrich Retirement 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
Aldrich Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Aldrich Retirement Plan side-by-side with 3 peers →

Aldrich Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Aviation Technical Services, Inc. Employee Savings Plan in WA ($107M); by covered participants it is Johnny Was 401(k) Plan in CA (365 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Aldrich Retirement Plan assets move in 2024? ▼
Aldrich Retirement Plan grew at a solid clip - up 8.6% during 2024, from $98M to $107M. Reported net income was $8M.
How have Akt Services, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Akt Services, LLP's sponsor-wide assets grew 18.1%, from $90M to $107M.
Where does Aldrich Retirement Plan rank by assets among Form 5500 filers? ▼
Aldrich Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Aldrich Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aviation Technical Services, Inc. Employee Savings Plan in WA ($107M, 959 participants).
Which 401(k) plans cover a similar participant headcount to Aldrich Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johnny Was 401(k) Plan in CA (365 participants, $4M 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 931316075.

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.