ESOP · DOL Form 5500 · 2022
Elite Associates Holding, Inc. ESOP
Data updated 2026-08-11
- $40M
- Total assets
- 91
- Participants
- 86th
- Percentile by assets
- $442,538
- Avg per participant
Official DOL plan name: Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Elite Associates Holding, Inc. · California · Wholesale Trade
$40M in assets, 91 participants
Elite Associates Holding, Inc.'s Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust reported $40M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #5,950 in Wholesale Trade (6,843 peers)
Where Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust sits by assets
Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $40M for 91 participants (~$442,538/participant), up 29.8% in 2022.
- $40M
- total plan assets (2022 EOY)
- 91
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $442,538
- avg assets per participant
Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $10M |
| Employer EIN | 454006796 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elite Associates Holding, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 202 | $48M |
| 2023 | 2 | 211 | $59M |
| 2024 | 2 | 227 | $52M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Elite Associates Holding, Inc.'s sponsor-wide assets have grown 8.5% since 2022 across 3 plan years on file. More Wholesale Trade plans