401(k) · DOL Form 5500 · 2023

Adams Investment Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
48
Participants Small participant base
40th
Percentile by assets National rank
$83,357
Avg per participant Below avg balance/head
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Official DOL plan name: Adams Investment Company and Affiliates Pension Plan & Trust · Sponsored by Adams Investment Company · Oklahoma · Manufacturing

$4M in assets, 48 participants

Adams Investment Company's Adams Investment Company and Affiliates Pension Plan & Trust reported $4M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,379 in Manufacturing (18,722 peers)

Adams Investment Company multi-year trail

Adams Investment Company's plans moved +16.0% in assets from 2022 to 2024; this filing shows Adams Investment Company and Affiliates Pension Plan & Trust at $4M / 48 participants.

#4,379
in Manufacturing (18,722 peers)
+4.7%
assets growth YoY

Adams Investment Company and Affiliates Pension Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Adams Investment Company and Affiliates Pension Plan & Trust vs every filed plan by assets

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

$4,001,145 40th percentile higher than 40% 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

Adams Investment Company and Affiliates Pension Plan & Trust 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 Investment Company and Affiliates Pension Plan & Trust is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adams Investment Company and Affiliates Pension Plan & Trust reported net income rose from -$858K in the plan year 2022 filing to $181K in the plan year 2023 filing.
  • Adams Investment Company and Affiliates Pension Plan & Trust reported participants fell from 60 in the plan year 2022 filing to 48 in the plan year 2023 filing.
  • Adams Investment Company and Affiliates Pension Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731186667 · Adams Investment Company PY 2023 · 401(k)

Adams Investment Company and Affiliates Pension Plan & Trust · $4M · 48 · 40th

  • VS-ST $4M
  • VS-ST 48
  • VS-ST 40th
  • VS-ST 401(k)
  • VS-ST near Weights and Biases, Inc. 401(k) Plan
  • VS-ST ind #4379

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 Manufacturing retirement plans → · Plans in Oklahoma →

Adams Investment Company and Affiliates Pension Plan & Trust in the asset neighbourhood

Adams Investment Company and Affiliates Pension Plan & TrustAdams Investment Company and…$4MWeights and Biases, Inc. 401(k) PlanWeights and Biases, Inc. 401…$4MTapia Brothers 401(k)$4MGreentree Enterprises 401(k) PlanGreentree Enterprises 401(k)…$4MAspire Systems, Inc. 401(k) PlanAspire Systems, Inc. 401(k) …$4M
End-of-year total assets ($M) among Adams Investment Company and Affiliates Pension Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Adams Investment Company multi-year asset trail

Sponsor-wide plan assets over time

All Adams Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.965194412511751% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.82M $4.43M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 60 $4M
2023 1 48 $4M
2024 1 40 $4M

Adams Investment Company filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$181K
Employer EIN731186667
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Adams Investment Company and Affiliates Pension Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Adams Investment Company and Affiliates Pension Plan & Trust, Total assets ($B): 0.004001145 · Participants: 48Adams Investment Company and Affiliates Pension Plan & TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Adams Investment Company and Affiliates Pension Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Adams Investment Company and Affiliates Pension Plan & Trust side-by-side with 3 peers →

Adams Investment Company and Affiliates Pension Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Weights and Biases, Inc. 401(k) Plan in CA ($4M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Adams Investment Company and Affiliates Pension Plan & Trust assets move in 2023? ▼
Adams Investment Company and Affiliates Pension Plan & Trust edged up modestly - up 4.7% during 2023, from $4M to $4M. Reported net income was $181K.
How have Adams Investment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adams Investment Company's sponsor-wide assets grew 16.0%, from $4M to $4M.
Which 401(k) plans are similar in size to Adams Investment Company and Affiliates Pension Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Weights and Biases, Inc. 401(k) Plan in CA ($4M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Adams Investment Company and Affiliates Pension Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants, $2M 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 731186667.

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.