401(k) · DOL Form 5500 · 2023
The Adam Corporation/Group 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 1,157
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $54,234
- Avg per participant Low balance/head
Official DOL plan name: The Adam Corporation / Group 401(k) Plan · Sponsored by The Adam Corporation/Group · Texas · Management of Enterprises
$63M in assets, 1,157 participants
The Adam Corporation/Group's The Adam Corporation / Group 401(k) Plan reported $63M in total assets and 1,157 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #805 in Management of Enterprises (1,137 peers)
Where The Adam Corporation / Group 401(k) Plan sits by assets
The Adam Corporation / Group 401(k) Plan sits in the top quartile of all filed plans by assets, $63M for 1,157 participants (~$54,234/participant), up 13.7% in 2023.
- #805
- in Management of Enterprises (1,137 peers)
- +13.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Adam Corporation / Group 401(k) Plan's outsized position by total assets
The Adam Corporation / Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$62,749,168 Top 12% higher than 88% 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
The Adam Corporation / Group 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Adam Corporation / Group 401(k) Plan lands in the large band (1,157 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Adam Corporation / Group 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- The Adam Corporation / Group 401(k) Plan end-of-year assets rose from $55M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- The Adam Corporation / Group 401(k) Plan reported participants rose from 1,144 in the plan year 2022 filing to 1,157 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 742270146 · The Adam Corporation/Group PY 2023 · 401(k)
The Adam Corporation / Group 401(k) Plan · $63M · 1,157 · 88th
- TYPE $63M
- NET 1,157
- BOOK 88th
- VS-ST 401(k)
- BOY near Tidi Products, LLC Incentive Savings Plan
- SCH ind #805
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 Management of Enterprises retirement plans → · Plans in Texas →
The Adam Corporation / Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $8M |
| Employer EIN | 742270146 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Adam Corporation/Group)
Sponsor-wide plan assets over time
All The Adam Corporation/Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 27.97962571800463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,144 | $55M |
| 2023 | 1 | 1,157 | $63M |
| 2024 | 1 | 1,149 | $71M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
The Adam Corporation / Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Tidi Products, LLC Incentive Savings Plan in WI ($63M); by covered participants it is Lm Services Retirement Savings Plan in MO (1,157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,157 participants); asset peers above are excluded.
- Lm Services Retirement Savings Plan (MO) 1,157 · 0 off
- Eastern Lift Truck Co., Inc. 401(k) Retirement Plan (NJ) 1,157 · 0 off
- Delta Employees 401(k) Profit Sharing Plan and Savings Plan (NJ) 1,157 · 0 off
- V-T Industries, Inc. Retirement/Savings Plan (IA) 1,157 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.