ESOP · DOL Form 5500 · 2022

Elite Associates Holding, Inc. ESOP

Data updated 2026-08-25

$40M
Total assets Below avg plan size
91
Participants Small participant base
86th
Percentile by assets National rank
$442,538
Avg per participant High balance/head
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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.

  • #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.

#5,950
in Wholesale Trade (6,843 peers)
+29.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$40,270,986 Top 14% higher than 86% 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

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust is a small filing (91 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 454006796 · Elite Associates Holding, Inc. PY 2022 · ESOP

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust · $40M · 91 · 86th

  • SCH $40M
  • SCH 91
  • SCH 86th
  • SCH ESOP
  • SCH near Portland Air Freight, Inc. Employee Stock Ownership Plan
  • SCH ind #5950

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 California →

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Employee Stock Ownership Plan and Trust of Standard Motor Products, Inc.Employee Stock Ownership Pla…$40MElite Associates Holding, Inc. Employee Stock Ownership Plan and TrustElite Associates Holding, In…$40MPortland Air Freight, Inc. Employee Stock Ownership PlanPortland Air Freight, Inc. E…$40MMid America Steel, Inc. Employee Stock Ownership PlanMid America Steel, Inc. Empl…$40MOgden Forklifts, Inc. Employee Stock Ownership PlanOgden Forklifts, Inc. Employ…$40M
End-of-year total assets ($M) among Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$17M
Net Income$10M
Employer EIN454006796
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elite Associates Holding, Inc.)

Sponsor-wide plan assets over time

All Elite Associates Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 8.473963142719168% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.5M $51.5M ▲ +8.5%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.040270986 · Participants: 91Elite Associates Holding, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Portland Air Freight, Inc. Employee Stock Ownership Plan in ME ($40M); by covered participants it is Community First Bank Employee Stock Ownership Plan in WI (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 29.8% during 2022, from $31M to $40M. Reported net income was $10M.
How have Elite Associates Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elite Associates Holding, Inc.'s sponsor-wide assets grew 8.5%, from $48M to $52M.
Where does Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Portland Air Freight, Inc. Employee Stock Ownership Plan in ME ($40M, 82 participants).
Which ESOP plans cover a similar participant headcount to Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Community First Bank Employee Stock Ownership Plan in WI (91 participants, $4M 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 454006796.

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.