ESOP · DOL Form 5500 · 2023

Adm Group, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
23
Participants Small participant base
65th
Percentile by assets National rank
$582,609
Avg per participant High balance/head
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Official DOL plan name: Adm Group, Inc. Employee Stock Ownership Plan · Sponsored by Adm Group, Inc. · Arizona · Professional & Technical Services

$13M in assets, 23 participants

Adm Group, Inc.'s Adm Group, Inc. Employee Stock Ownership Plan reported $13M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,036 in Professional & Technical Services (20,321 peers)

Adm Group, Inc. multi-year trail

Adm Group, Inc.'s plans moved +47.9% in assets from 2023 to 2024; this filing shows Adm Group, Inc. Employee Stock Ownership Plan at $13M / 23 participants.

#13,036
in Professional & Technical Services (20,321 peers)
-$3M
reported net income

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Adm Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Adm Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,400,000 Top 35% higher than 65% of 127,068 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 2023

Adm Group, Inc. 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. Adm Group, Inc. Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 860722739 · Adm Group, Inc. PY 2023 · ESOP

Adm Group, Inc. Employee Stock Ownership Plan · $13M · 23 · 65th

  • EOY $13M
  • 5500 23
  • ASSETS 65th
  • PCT ESOP
  • EIN near Infinity Drywall Contracting, Inc. Employee Stock Ownership Plan
  • RANK ind #13036

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 Arizona →

Adm Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ubt Bancshares, Inc. Employee Stock Ownership PlanUbt Bancshares, Inc. Employe…$13MAdm Group, Inc. Employee Stock Ownership PlanAdm Group, Inc. Employee Sto…$13MInfinity Drywall Contracting, Inc. Employee Stock Ownership PlanInfinity Drywall Contracting…$13MNaxion, Inc. Employee Stock Ownership PlanNaxion, Inc. Employee Stock …$13MInnovative One Group, Inc. Employee Stock Ownership PlanInnovative One Group, Inc. E…$13M
End-of-year total assets ($M) among Adm Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Adm Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Adm Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 47.91123134328358% vs 2023
2024 filing year
$12M$14M$16M$18M$20M$22M 20232024 $13.4M $19.8M ▲ +47.9%
Year Plans Participants Total Assets
2023 1 23 $13M
2024 1 24 $20M

Adm Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$3M
Net Income-$3M
Employer EIN860722739
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Adm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Adm Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0134 · Participants: 23Adm Group, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Adm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Adm Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Infinity Drywall Contracting, Inc. Employee Stock Ownership Plan in CA ($13M); by covered participants it is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Adm Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Adm Group, Inc.'s sponsor-wide assets grew 47.9%, from $13M to $20M.
Which ESOP plans are similar in size to Adm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Infinity Drywall Contracting, Inc. Employee Stock Ownership Plan in CA ($13M, 67 participants).
Which ESOP plans cover a similar participant headcount to Adm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860722739.

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.