401(k) · DOL Form 5500 · 2024

ADAPT 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
517
Participants Below avg headcount
73rd
Percentile by assets National rank
$44,099
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

$23M in assets, 517 participants

ADAPT's Adapt 401(k) Profit Sharing Plan & Trust reported $23M in total assets and 517 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,001 in Healthcare & Social Assistance (16,916 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 $23M / 517 participants.

#13,001
in Healthcare & Social Assistance (16,916 peers)
+26.4%
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 2024 · DOL Form 5500

$22,799,307 Top 27% higher than 73% 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

Adapt 401(k) Profit Sharing Plan & Trust 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. Adapt 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (517 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Adapt 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $18M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Adapt 401(k) Profit Sharing Plan & Trust reported participants rose from 427 in the plan year 2023 filing to 517 in the plan year 2024 filing.
  • Adapt 401(k) Profit Sharing Plan & Trust reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930611783 · ADAPT PY 2024 · 401(k)

Adapt 401(k) Profit Sharing Plan & Trust · $23M · 517 · 73rd

  • NET $23M
  • BOOK 517
  • VS-ST 73rd
  • BOY 401(k)
  • SCH near Winmark Corporation 401(k) Savings Plan
  • EBSA ind #13001

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 …$23MWinmark Corporation 401(k) Savings PlanWinmark Corporation 401(k) S…$23MPrecision Drive & Control, Inc. Retirement Savings PlanPrecision Drive & Control, I…$23MCritical Care Services, Inc. 401(k) PlanCritical Care Services, Inc.…$23MRare, Inc. 401(k) Plan$23M
End-of-year total assets ($M) among Adapt 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
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. -10000010000200003000040000 -202468 Total assets ($B) Participants Adapt 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.022799307 · Participants: 517Adapt 401(k) Profit Sharing Plan & Trust401(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
Adapt 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

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 Winmark Corporation 401(k) Savings Plan in MN ($23M); by covered participants it is Magnitude 7 Metals 401(k) Plan in MO (517 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (517 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 Adapt 401(k) Profit Sharing Plan & Trust assets move in 2024?
Adapt 401(k) Profit Sharing Plan & Trust grew sharply - up 26.4% during 2024, from $18M to $23M. 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 Winmark Corporation 401(k) Savings Plan in MN ($23M, 78 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 Magnitude 7 Metals 401(k) Plan in MO (517 participants, N/A in assets).