401(k) · DOL Form 5500 · 2024

Apt Research, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
160
Participants Small participant base
79th
Percentile by assets National rank
$206,727
Avg per participant Above avg balance/head
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Official DOL plan name: A-P-T Research, Inc. 401(k) Plan · Sponsored by Apt Research, Inc. · Alabama · Professional & Technical Services

$33M in assets, 160 participants

Apt Research, Inc.'s A-P-T Research, Inc. 401(k) Plan reported $33M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #15,937 in Professional & Technical Services (20,173 peers)

Coverage in Alabama

A-P-T Research, Inc. 401(k) Plan covers 160 participants in Alabama, about 44% of the average Alabama filer (state average ~360 per filing). Assets: $33M.

#15,937
in Professional & Technical Services (20,173 peers)
+14.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

A-P-T Research, Inc. 401(k) Plan's outsized position by total assets

A-P-T Research, Inc. 401(k) Plan vs every filed plan by assets

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

$33,076,277 Top 21% higher than 79% 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

A-P-T Research, 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. A-P-T Research, Inc. 401(k) Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A-P-T Research, Inc. 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • A-P-T Research, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • A-P-T Research, Inc. 401(k) Plan reported participants rose from 157 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 631026951 · Apt Research, Inc. PY 2024 · 401(k)

A-P-T Research, Inc. 401(k) Plan · $33M · 160 · 79th

  • PHOTO $33M
  • IND 160
  • EOY 79th
  • 5500 401(k)
  • ASSETS near Ferno-Washington, Inc. Savings and Retirement Plan
  • PCT ind #15937

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 Alabama →

A-P-T Research, Inc. 401(k) Plan in the asset neighbourhood

A-P-T Research, Inc. 401(k) PlanA-P-T Research, Inc. 401(k) …$33MFerno-Washington, Inc. Savings and Retirement PlanFerno-Washington, Inc. Savin…$33MXtek Inc Employee Savings PlanXtek Inc Employee Savings Pl…$33MLange Companies 401(k) Retirement PlanLange Companies 401(k) Retir…$33MCarlson Capital, L.P. 401(k) PlanCarlson Capital, L.P. 401(k)…$33M
End-of-year total assets ($M) among A-P-T Research, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN631026951
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apt Research, Inc.)

Sponsor-wide plan assets over time

All Apt Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 38.76762233677095% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.4M $56.1M ▲ +38.8%
Year Plans Participants Total Assets
2022 2 339 $40M
2023 2 322 $50M
2024 2 321 $56M

Nearby 401(k) Plans in Alabama

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

A-P-T Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants A-P-T Research, Inc. 401(k) Plan, Total assets ($B): 0.033076277 · Participants: 160A-P-T Research, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
A-P-T Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare A-P-T Research, Inc. 401(k) Plan side-by-side with 3 peers →

A-P-T Research, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Ferno-Washington, Inc. Savings and Retirement Plan in OH ($33M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 A-P-T Research, Inc. 401(k) Plan assets move in 2024? ▼
A-P-T Research, Inc. 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $29M to $33M. Reported net income was $4M.
How have Apt Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apt Research, Inc.'s sponsor-wide assets grew 38.8%, from $40M to $56M.
Where does A-P-T Research, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
A-P-T Research, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to A-P-T Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ferno-Washington, Inc. Savings and Retirement Plan in OH ($33M, 256 participants).
Which 401(k) plans cover a similar participant headcount to A-P-T Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A 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 631026951.

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.