ESOP · DOL Form 5500 · 2023

Elite Associates Holding, Inc. ESOP

Data updated 2026-08-25

$51M
Total assets Below avg plan size
98
Participants Small participant base
86th
Percentile by assets National rank
$518,264
Avg per participant High balance/head
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Official DOL plan name: Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Elite Associates Holding, Inc. · California · Wholesale Trade

$51M in assets, 98 participants

Elite Associates Holding, Inc.'s Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust reported $51M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,492 in Wholesale Trade (6,309 peers)

Where Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust sits by assets

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $51M for 98 participants (~$518,264/participant), up 26.1% in 2023.

#5,492
in Wholesale Trade (6,309 peers)
+26.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$50,789,841 Top 14% higher than 86% 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

Elite Associates Holding, Inc. Employee Stock Ownership Plan and 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. Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $40M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 91 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454006796 · Elite Associates Holding, Inc. PY 2023 · ESOP

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust · $51M · 98 · 86th

  • IND $51M
  • EOY 98
  • 5500 86th
  • ASSETS ESOP
  • PCT near Darvin Holding Company Employee Stock Ownership Plan
  • EIN ind #5492

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 California →

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Vermeer Great Plains Employee Stock Ownership Plan and TrustVermeer Great Plains Employe…$51MDarvin Holding Company Employee Stock Ownership PlanDarvin Holding Company Emplo…$51MElite Associates Holding, Inc. Employee Stock Ownership Plan and TrustElite Associates Holding, In…$51MMasters Supply, Inc. Employee Stock Ownership Plan and TrustMasters Supply, Inc. Employe…$51MQps Employee Stock Ownership PlanQps Employee Stock Ownership…$51M
End-of-year total assets ($M) among Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$28M
Net Income$11M
Employer EIN454006796
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elite Associates Holding, Inc.)

Sponsor-wide plan assets over time

All Elite Associates Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 8.473963142719168% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.5M $51.5M ▲ +8.5%
Year Plans Participants Total Assets
2022 2 202 $48M
2023 2 211 $59M
2024 2 227 $52M

Nearby ESOP Plans in California

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

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.050789841 · Participants: 98Elite Associates Holding, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Darvin Holding Company Employee Stock Ownership Plan in IL ($51M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 26.1% during 2023, from $40M to $51M. Reported net income was $11M.
How have Elite Associates Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elite Associates Holding, Inc.'s sponsor-wide assets grew 8.5%, from $48M to $52M.
Where does Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Darvin Holding Company Employee Stock Ownership Plan in IL ($51M, 223 participants).
Which ESOP plans cover a similar participant headcount to Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants, $25M 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 454006796.

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.