401(k) · DOL Form 5500 · 2023

Adena Commercial LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
106
Participants Small participant base
50th
Percentile by assets National rank
$63,917
Avg per participant Low balance/head
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Official DOL plan name: Adena Commercial LLC 401-K Savings Plan · Sponsored by Adena Commercial LLC · Ohio · Real Estate

$7M in assets, 106 participants

Adena Commercial LLC's Adena Commercial LLC 401-K Savings Plan reported $7M in total assets and 106 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.

  • #3,270 in Real Estate (4,727 peers)

Coverage in Ohio

Adena Commercial LLC 401-K Savings Plan covers 106 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#3,270
in Real Estate (4,727 peers)
+33.3%
assets growth YoY

Adena Commercial LLC 401-K Savings Plan's mid-pack asset rank among Real Estate and all filers

Adena Commercial LLC 401-K Savings Plan vs every filed plan by assets

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

$6,775,151 Top 50% higher than 50% 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

Adena Commercial LLC 401-K Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adena Commercial LLC 401-K Savings Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adena Commercial LLC 401-K Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Adena Commercial LLC 401-K Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311508485 · Adena Commercial LLC PY 2023 · 401(k)

Adena Commercial LLC 401-K Savings Plan · $7M · 106 · 50th

  • RANK $7M
  • PHOTO 106
  • IND 50th
  • EOY 401(k)
  • 5500 near Identity Automation, LP 401(k) Plan
  • ASSETS ind #3270

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 Real Estate retirement plans → · Plans in Ohio →

Adena Commercial LLC 401-K Savings Plan in the asset neighbourhood

Adena Commercial LLC 401-K Savings PlanAdena Commercial LLC 401-K S…$7MIdentity Automation, LP 401(k) PlanIdentity Automation, LP 401(…$7MMcguires Management Group 401(k) PlanMcguires Management Group 40…$7MTracegains Inc 401(k) Ps Plan and TrustTracegains Inc 401(k) Ps Pla…$7MEastern Smiles 401(k) Plan$7M
End-of-year total assets ($M) among Adena Commercial LLC 401-K Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN311508485
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adena Commercial LLC)

Sponsor-wide plan assets over time

All Adena Commercial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.11818054809454% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $5.08M $3.91M ▼ -23.0%
Year Plans Participants Total Assets
2022 1 105 $5M
2023 1 106 $7M
2024 1 109 $4M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Adena Commercial LLC 401-K Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Adena Commercial LLC 401-K Savings Plan, Total assets ($B): 0.006775151 · Participants: 106Adena Commercial LLC 401-K Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Adena Commercial LLC 401-K Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Adena Commercial LLC 401-K Savings Plan side-by-side with 3 peers →

Adena Commercial LLC 401-K Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Identity Automation, LP 401(k) Plan in TX ($7M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 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 (106 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 did Adena Commercial LLC 401-K Savings Plan assets move in 2023? ▼
Adena Commercial LLC 401-K Savings Plan surged - up 33.3% during 2023, from $5M to $7M. Reported net income was $2M.
How have Adena Commercial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adena Commercial LLC's sponsor-wide assets declined 23.1%, from $5M to $4M.
Which 401(k) plans are similar in size to Adena Commercial LLC 401-K Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Identity Automation, LP 401(k) Plan in TX ($7M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Adena Commercial LLC 401-K Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 311508485.

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.