ESOP · DOL Form 5500 · 2023
Adams Management ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $146,085
- Avg per participant Above avg balance/head
Official DOL plan name: Adams Management Employee Stock Ownership Plan · Sponsored by Adams Management · Georgia · Professional & Technical Services
$7M in assets, 45 participants
Adams Management's Adams Management Employee Stock Ownership Plan reported $7M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,766 in Professional & Technical Services (20,321 peers)
Adams Management multi-year trail
Adams Management's plans moved +80.3% in assets from 2022 to 2024; this filing shows Adams Management Employee Stock Ownership Plan at $7M / 45 participants.
- #9,766
- in Professional & Technical Services (20,321 peers)
- +34.7%
- assets growth YoY
Adams Management Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Adams Management Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,573,822 Top 50% higher than 50% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Adams Management Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adams Management Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Adams Management Employee Stock Ownership Plan reported net income rose from $294K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Adams Management Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Adams Management Employee Stock Ownership Plan reported participants rose from 34 in the plan year 2022 filing to 45 in the plan year 2023 filing.
DOL schedule card
Filing strip 202074083 · Adams Management PY 2023 · ESOP
Adams Management Employee Stock Ownership Plan · $7M · 45 · 50th
- 5500 $7M
- 5500 45
- 5500 50th
- 5500 ESOP
- 5500 near Dahlin Group, Inc. Employee Stock Ownership Plan
- 5500 ind #9766
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 Georgia →
Adams Management Employee Stock Ownership Plan in the asset neighbourhood
Adams Management multi-year asset trail
Sponsor-wide plan assets over time
All Adams Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 80.2976621771375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $5M |
| 2023 | 1 | 45 | $7M |
| 2024 | 1 | 50 | $9M |
Adams Management filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 202074083 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $665M · 1,772
- Choate Construction Company Employee Stock Ownership Plan $408M · 454
- Brent Scarbrough & Company Employee Stock Ownership Plan $367M · 439
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $222M · 424
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $208M · 327
Adams Management Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Dahlin Group, Inc. Employee Stock Ownership Plan in CA ($7M); by covered participants it is Dmb Corporation, Inc. ESOP in WI (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Dmb Corporation, Inc. ESOP (WI) 45 · 0 off
- Intrust It Employee Stock Ownership Plan (OH) 45 · 0 off
- Dix.Hite ESOP and Trust (FL) 45 · 0 off
- Quantum Controls, Inc. Employee Stock Ownership Plan (MD) 45 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.