ESOP · DOL Form 5500 · 2022

Adelante Consulting, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
35th
Percentile by assets National rank
$186,243
Avg per participant Above avg balance/head
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Official DOL plan name: Adelante Consulting, Inc. Employee Stock Ownership Plan · Sponsored by Adelante Consulting, Inc. · New Mexico · Professional & Technical Services

$2M in assets, 12 participants

Adelante Consulting, Inc.'s Adelante Consulting, Inc. Employee Stock Ownership Plan reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,935 in Professional & Technical Services (21,562 peers)

Adelante Consulting, Inc. multi-year trail

Adelante Consulting, Inc.'s plans moved +84.3% in assets from 2022 to 2024; this filing shows Adelante Consulting, Inc. Employee Stock Ownership Plan at $2M / 12 participants.

#6,935
in Professional & Technical Services (21,562 peers)
-14.3%
assets change YoY

The plan reported a net loss of $374K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Adelante Consulting, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Adelante Consulting, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,234,918 35th percentile higher than 35% of 139,123 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 2022

Adelante Consulting, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adelante Consulting, Inc. Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 850453627 · Adelante Consulting, Inc. PY 2022 · ESOP

Adelante Consulting, Inc. Employee Stock Ownership Plan · $2M · 12 · 35th

  • PCT $2M
  • EIN 12
  • RANK 35th
  • PHOTO ESOP
  • IND near First Security State Bank 401(k) Employee Stock Ownership Plan
  • EOY ind #6935

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 What is an ESOP? → · Plans in New Mexico →

Adelante Consulting, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dycast Specialties Corporation Employee Stock Ownership Plan and TrustDycast Specialties Corporati…$2MAdelante Consulting, Inc. Employee Stock Ownership PlanAdelante Consulting, Inc. Em…$2MFirst Security State Bank 401(k) Employee Stock Ownership PlanFirst Security State Bank 40…$2MPartners Bank of Wisconsin Employee Stock Ownership PlanPartners Bank of Wisconsin E…$2MMagruder Construction Co., Inc. Employee Stock Ownership PlanMagruder Construction Co., I…$2M
End-of-year total assets ($M) among Adelante Consulting, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Adelante Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Adelante Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 84.3045248192551% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.23M $4.12M ▲ +84.8%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 9 $2M
2024 3 24 $4M

Adelante Consulting, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$374K
Employer EIN850453627
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Mexico

Peer ESOP plans, same state, same plan type, ranked by total assets.

Adelante Consulting, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600 Total assets ($M) Participants Adelante Consulting, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.234918 · Participants: 12Adelante Consulting, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 462.103687 · Participants: 1640Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 43.6561 · Participants: 131Ppic Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 22.609578 · Participants: 96Citizens Bank Employee Stock Ownership and Retirement Savings PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.165201 · Participants: 16Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanMiller Engineers, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.155084 · Participants: 241Miller Engineers, Inc. Employee Stock Ownership Plan
Adelante Consulting, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Adelante Consulting, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Adelante Consulting, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Mexico, the nearest ESOP by assets is First Security State Bank 401(k) Employee Stock Ownership Plan in IA ($2M); by covered participants it is Estructure Inc. Employee Stock Ownership Plan in CA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Adelante Consulting, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Adelante Consulting, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.3% during 2022, from $3M to $2M. Reported net income was -$374K.
How have Adelante Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adelante Consulting, Inc.'s sponsor-wide assets grew 84.3%, from $2M to $4M.
Which ESOP plans are similar in size to Adelante Consulting, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is First Security State Bank 401(k) Employee Stock Ownership Plan in IA ($2M, 20 participants).
Which ESOP plans cover a similar participant headcount to Adelante Consulting, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Estructure Inc. Employee Stock Ownership Plan in CA (12 participants, $890K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850453627.

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.