Department of Labor filing

ADAPT OF THE HUDSON VALLEY, INC.

ADAPT OF THE HUDSON VALLEY, INC. 401(K) PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Apr 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$3,488

Reported employer contributions per active participant.

Higher than about 75% of comparable plans

#People in the filing

652

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$87 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 52% of comparable plans

↗Investment performance

Not available

Plan assets changed 98.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions75th percentileTypical peer $1,543 · based on 691 comparable plans

Lower reported administrative expense52nd percentileTypical peer $91 · based on 742 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, ADAPT OF THE HUDSON VALLEY, INC. reported $2,273,943 in employer contributions across the plan and 652 active participants. That works out to $3,488 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 297.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 3985.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context69/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,273,943
Participant contributions: $658,808
Other contributions: $122,018
Employer share of reported contributions: 77.5%
Beginning assets: $3,164,595
Ending assets: $6,284,184
Ending net assets: $6,265,154
Ending liabilities: $19,030
Total income: $3,501,873
Total expenses: $401,314
Administrative expenses: $47,670
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$878

2023

$1,073

2024

$3,488

Plan-paid administrative expenses per participant

2022

2023

$33

2024

$87

Active participants

2022

542

2023

525

2024

652

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,488	652	6.3M	20260415151349NAL0017150737001
2023	$1,073	525	3.2M	20250530160129NAL0008239521001
2022	$878	542	568.8K	20240618140658NAL0002762145001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 862864372-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 2022
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2J2F2G3D3H

Current plan terms

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Filing ACK_ID20260415151349NAL0017150737001

Data sourceDOL Form 5500 bulk data ↗

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