401(k) · DOL Form 5500 · 2023

Adi Management, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
10
Participants Small participant base
48th
Percentile by assets National rank
$602,025
Avg per participant High balance/head
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Official DOL plan name: Adi Management, Inc. 401(k)/Profit Sharing Plan · Sponsored by Adi Management, Inc. · New York · Real Estate

$6M in assets, 10 participants

Adi Management, Inc.'s Adi Management, Inc. 401(k)/Profit Sharing Plan reported $6M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,185 in Real Estate (4,727 peers)

Adi Management, Inc. multi-year trail

Adi Management, Inc.'s plans moved +25.1% in assets from 2022 to 2024; this filing shows Adi Management, Inc. 401(k)/Profit Sharing Plan at $6M / 10 participants.

#3,185
in Real Estate (4,727 peers)
+10.5%
assets growth YoY

Adi Management, Inc. 401(k)/Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Adi Management, Inc. 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$6,020,248 48th percentile higher than 48% 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

Adi Management, Inc. 401(k)/Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adi Management, Inc. 401(k)/Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adi Management, Inc. 401(k)/Profit Sharing Plan reported net income rose from -$916K in the plan year 2022 filing to $573K in the plan year 2023 filing.
  • Adi Management, Inc. 401(k)/Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112353823 · Adi Management, Inc. PY 2023 · 401(k)

Adi Management, Inc. 401(k)/Profit Sharing Plan · $6M · 10 · 48th

  • EOY $6M
  • EOY 10
  • EOY 48th
  • EOY 401(k)
  • EOY near Weisser Distributing, Inc. 401(k) Profit Sharing Plan
  • EOY ind #3185

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 New York →

Adi Management, Inc. 401(k)/Profit Sharing Plan in the asset neighbourhood

Adi Management, Inc. 401(k)/Profit Sharing PlanAdi Management, Inc. 401(k)/…$6MWeisser Distributing, Inc. 401(k) Profit Sharing PlanWeisser Distributing, Inc. 4…$6ML.K.L. Associates, Inc. 401(k) Profit Sharing PlanL.K.L. Associates, Inc. 401(…$6MVolk Enterprises, Inc./Safety Today 401(k) Plan and TrustVolk Enterprises, Inc./Safet…$6MJoseph's Gourmet Pasta Company 401(k) PlanJoseph's Gourmet Pasta Compa…$6M
End-of-year total assets ($M) among Adi Management, Inc. 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Adi Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Adi Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 25.111653384278377% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.45M $6.82M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 10 $5M
2023 1 10 $6M
2024 1 10 $7M

Adi Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$573K
Employer EIN112353823
Plan Effective Date1977-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Adi Management, Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Adi Management, Inc. 401(k)/Profit Sharing Plan, Total assets ($B): 0.006020248 · Participants: 10Adi Management, Inc. 401(k)/Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Adi Management, Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Adi Management, Inc. 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Adi Management, Inc. 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Weisser Distributing, Inc. 401(k) Profit Sharing Plan in SD ($6M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Adi Management, Inc. 401(k)/Profit Sharing Plan assets move in 2023? ▼
Adi Management, Inc. 401(k)/Profit Sharing Plan grew at a solid clip - up 10.5% during 2023, from $5M to $6M. Reported net income was $573K.
How have Adi Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adi Management, Inc.'s sponsor-wide assets grew 25.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Adi Management, Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weisser Distributing, Inc. 401(k) Profit Sharing Plan in SD ($6M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Adi Management, Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 112353823.

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.