Profit Sharing · DOL Form 5500 · 2023

Adams and Noble, Inc. Profit Sharing Plan

Data updated 2026-08-25

$160K
Total assets Small plan by assets
8
Participants Small participant base
9th
Percentile by assets National rank
$20,006
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Adams and Noble Inc. Pension Transfer Trust Plan · Sponsored by Adams and Noble, Inc. · Connecticut · Retail Trade

$160K in assets, 8 participants

Adams and Noble, Inc.'s Adams and Noble Inc. Pension Transfer Trust Plan reported $160K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,219 in Retail Trade (8,414 peers)

Adams and Noble, Inc. multi-year trail

Adams and Noble, Inc.'s plans moved -48.6% in assets from 2022 to 2024; this filing shows Adams and Noble Inc. Pension Transfer Trust Plan at $160K / 8 participants.

#1,219
in Retail Trade (8,414 peers)
-39.1%
assets change YoY

The plan reported a net loss of $103K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Adams and Noble Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

Adams and Noble Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$160,051 9th percentile higher than 9% 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 and Noble Inc. Pension Transfer Trust 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. Adams and Noble Inc. Pension Transfer Trust Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adams and Noble Inc. Pension Transfer Trust Plan reported net income fell from -$17K in the plan year 2022 filing to -$103K in the plan year 2023 filing.
  • Adams and Noble Inc. Pension Transfer Trust Plan reported participants rose from 5 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Adams and Noble Inc. Pension Transfer Trust Plan end-of-year assets fell from $263K in the plan year 2022 filing to $160K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270856530 · Adams and Noble, Inc. PY 2023 · Profit Sharing

Adams and Noble Inc. Pension Transfer Trust Plan · $160K · 8 · 9th

  • SCH $160K
  • EBSA 8
  • PART 9th
  • TYPE Profit Sharing
  • NET near Goldstream, Inc. Profit Sharing Plan
  • BOOK ind #1219

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 Retail Trade retirement plans → · Plans in Connecticut →

Adams and Noble Inc. Pension Transfer Trust Plan in the asset neighbourhood

Adams and Noble Inc. Pension Transfer Trust PlanAdams and Noble Inc. Pension…$160KGoldstream, Inc. Profit Sharing PlanGoldstream, Inc. Profit Shar…$160KGrander Innovations Incorporated Retirement PlanGrander Innovations Incorpor…$160KD&j Home Organization Inc. Retirement PlanD&j Home Organization Inc. R…$160KSce Career Coaching Corporation Retirement PlanSce Career Coaching Corporat…$160K
End-of-year total assets ($M) among Adams and Noble Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Adams and Noble, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Adams and Noble, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$135K 48.63012656687356% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.26M $0.14M ▼ -46.2%
Year Plans Participants Total Assets
2022 1 5 $263K
2023 1 8 $160K
2024 1 11 $135K

Adams and Noble, Inc. filing trail (2023)

Total Assets (Beginning of Year)$263K
Net Assets (End of Year)$160K
Net Income-$103K
Employer EIN270856530
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

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

Adams and Noble Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Adams and Noble Inc. Pension Transfer Trust Plan, Total assets ($B): 0.000160051 · Participants: 8Adams and Noble Inc. Pension Transfer Trust PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Adams and Noble Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Adams and Noble Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Adams and Noble Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Goldstream, Inc. Profit Sharing Plan in NC ($160K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 and Noble Inc. Pension Transfer Trust Plan assets move in 2023? ▼
Adams and Noble Inc. Pension Transfer Trust Plan contracted severely - down 39.1% during 2023, from $263K to $160K. Reported net income was -$103K.
How have Adams and Noble, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adams and Noble, Inc.'s sponsor-wide assets declined 48.6%, from $263K to $135K.
Where does Adams and Noble Inc. Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼
Adams and Noble Inc. Pension Transfer Trust Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Adams and Noble Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Goldstream, Inc. Profit Sharing Plan in NC ($160K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Adams and Noble Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 270856530.

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.