ESOP · DOL Form 5500 · 2022

Adams and Associates, Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
1,468
Participants Near avg headcount
84th
Percentile by assets National rank
$21,745
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,815
in Educational Services (4,024 peers)
+20.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Adams and Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$31,921,237 Top 16% higher than 84% 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

Adams and Associates, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adams and Associates, Inc. Employee Stock Ownership Plan lands in the large band (1,468 participants).

Published 5500 schedule card

Filing strip 880263693 · Adams and Associates, Inc. PY 2022 · ESOP

Adams and Associates, Inc. Employee Stock Ownership Plan · $32M · 1,468 · 84th

  • BOY $32M
  • BOY 1,468
  • BOY 84th
  • BOY ESOP
  • BOY near Haylor Freyer & Coon Inc. Employee Stock Ownership Plan
  • BOY ind #2815

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 Nevada →

Adams and Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Uniwest Employee Stock Ownership PlanUniwest Employee Stock Owner…$32MGarden Design, Inc. Employee Stock Ownership PlanGarden Design, Inc. Employee…$32MAdams and Associates, Inc. Employee Stock Ownership PlanAdams and Associates, Inc. E…$32MHaylor Freyer & Coon Inc. Employee Stock Ownership PlanHaylor Freyer & Coon Inc. Em…$32MParagon Trading, Inc ESOP$32M
End-of-year total assets ($M) among Adams and Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Adams and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 72.5581508316822% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $59.7M $103M ▲ +72.6%
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 Scatter plot of 6 data points. -5000500100015002000 050100150200250 Total assets ($M) Participants Adams and Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 31.921237 · Participants: 1468Adams and Associates, Inc. Employee Stock Ownership PlanClc Employee Stock Ownership Plan, Total assets ($M): 232.276242 · Participants: 47Clc Employee Stock Ownership PlanRancho Mesquite Casino, Inc. Employee Stock Ownership Plan, Total assets ($M): 103.765867 · Participants: 422Rancho Mesquite Casino, Inc. Employee Stock Ownership PlanGcw Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.556992 · Participants: 94Gcw Holdings, Inc. Employee Stock Ownership PlanOlson Precast Company Employee Stock Ownership Plan, Total assets ($M): 15.911924 · Participants: 69Olson Precast Company Employee Stock Ownership PlanVergith Contracting Company Employee Stock Ownership Plan, Total assets ($M): 14.454709 · Participants: 33Vergith Contracting Company Employee Stock Ownership Plan
Adams and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nevada, assets vs. participants
Compare Adams and Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Nevada, the nearest ESOP by assets is Haylor Freyer & Coon Inc. Employee Stock Ownership Plan in NY ($32M); by covered participants it is Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan in AR (1,472 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,468 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 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).
Which ESOP plans cover a similar participant headcount to Adams and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan in AR (1,472 participants, $22M 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 880263693.

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.