ESOP · DOL Form 5500 · 2022

Adams and Associates, Inc. ESOP

Data updated 2026-08-11

$32M
Total assets
1,468
Participants
84th
Percentile by assets
$21,745
Avg per participant
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Official DOL plan name: Adams and Associates, Inc. Employee Stock Ownership Plan · Sponsored by Adams and Associates, Inc. · Nevada · Educational Services

$32M in assets, 1,468 participants

Adams and Associates, Inc.'s Adams and Associates, Inc. Employee Stock Ownership Plan reported $32M in total assets and 1,468 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #2,815 in Educational Services (4,024 peers)

Coverage in Nevada

Adams and Associates, Inc. Employee Stock Ownership Plan covers 1,468 participants in Nevada, 2.3x the typical Nevada plan (state average ~636 per filing). Assets: $32M.

$32M
total plan assets (2022 EOY)
1,468
covered participants
84th
percentile by assets (of 139,126 plans)
$21,745
avg assets per participant
State

Participants vs Nevada filers

In Nevada, the average filing covers about 636 participants across 808 plans. Adams and Associates, Inc. Employee Stock Ownership Plan reports 1,468 participants - 2.3x that state average ($32M EOY assets).

Nevada filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$19M
Net Income$8M
Employer EIN880263693
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adams and Associates, Inc.)

$40M$60M$80M$100M$120M 202220232024 $59.7M $103M ▲ +72.6%
Total plan assets by year, all Adams and Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 2 4,104 $60M
2023 2 4,474 $80M
2024 2 3,117 $103M

Nearby ESOP Plans in Nevada

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

Adams and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nevada, assets vs. participants

Adams and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nevada, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 050100150200250 Total assets ($M) Participants Adams and Associates…Clc Employee Stock O…Rancho Mesquite Casi…Gcw Holdings, Inc. E…Olson Precast Compan…Vergith Contracting …
Adams and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nevada, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Adams and Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Adams and Associates, Inc. Employee Stock Ownership Plan assets move in 2022?
Adams and Associates, Inc. Employee Stock Ownership Plan grew sharply - up 20.2% during 2022, from $27M to $32M. Reported net income was $8M.
How have Adams and Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Adams and Associates, Inc.'s sponsor-wide assets grew 72.6%, from $60M to $103M.
Where does Adams and Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Adams and Associates, Inc. Employee Stock Ownership Plan ranks in the 84th 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 Adams and Associates, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Haylor Freyer & Coon Inc. Employee Stock Ownership Plan in NY ($32M, 155 participants).

Next read for Adams and Associates, Inc. Employee Stoc…

Filing takeaways

Ways to act on Adams and Associates, Inc. Employee Stock Ownership Plan's numbers.