401(k) · DOL Form 5500 · 2023

Adams Diversified Equity Fund, Inc 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
20
Participants Small participant base
77th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Adams Funds Employee Thrift Plan · Sponsored by Adams Diversified Equity Fund, Inc · Maryland · Finance & Insurance

$26M in assets, 20 participants

Adams Diversified Equity Fund, Inc's Adams Funds Employee Thrift Plan reported $26M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,760 in Finance & Insurance (8,869 peers)

Where Adams Funds Employee Thrift Plan sits by assets

Adams Funds Employee Thrift Plan sits in the top quartile of all filed plans by assets, $26M for 20 participants (~$1.3M/participant), up 17.7% in 2023.

#5,760
in Finance & Insurance (8,869 peers)
+17.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Adams Funds Employee Thrift Plan's outsized position by total assets

Adams Funds Employee Thrift Plan vs every filed plan by assets

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

$25,764,281 Top 23% higher than 77% 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 Funds Employee Thrift Plan 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 Funds Employee Thrift Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adams Funds Employee Thrift Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Adams Funds Employee Thrift Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134912740 · Adams Diversified Equity Fund, Inc PY 2023 · 401(k)

Adams Funds Employee Thrift Plan · $26M · 20 · 77th

  • EBSA $26M
  • PART 20
  • TYPE 77th
  • NET 401(k)
  • BOOK near Alvine and Associates, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #5760

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 Finance & Insurance retirement plans → · Plans in Maryland →

Adams Funds Employee Thrift Plan in the asset neighbourhood

Staab Construction Corporation 401(k) Profit Sharing Plan & TrustStaab Construction Corporati…$26MAdams Funds Employee Thrift PlanAdams Funds Employee Thrift …$26MAlvine and Associates, Inc. 401(k) Profit Sharing PlanAlvine and Associates, Inc. …$26MWargaming (USA), Inc. 401(k) Plan & TrustWargaming (USA), Inc. 401(k)…$26MEdison Energy Group 401(k) Savings PlanEdison Energy Group 401(k) S…$26M
End-of-year total assets ($M) among Adams Funds Employee Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN134912740
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adams Diversified Equity Fund, Inc)

Sponsor-wide plan assets over time

All Adams Diversified Equity Fund, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$31M 42.86403451165087% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.9M $31.3M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 20 $22M
2023 1 20 $26M
2024 1 20 $31M

Nearby 401(k) Plans in Maryland

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

Adams Funds Employee Thrift Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Adams Funds Employee Thrift Plan, Total assets ($B): 0.025764281 · Participants: 20Adams Funds Employee Thrift PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Adams Funds Employee Thrift Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Adams Funds Employee Thrift Plan side-by-side with 3 peers →

Adams Funds Employee Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Alvine and Associates, Inc. 401(k) Profit Sharing Plan in NE ($26M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Funds Employee Thrift Plan assets move in 2023? ▼
Adams Funds Employee Thrift Plan grew sharply - up 17.7% during 2023, from $22M to $26M. Reported net income was $4M.
How have Adams Diversified Equity Fund, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adams Diversified Equity Fund, Inc's sponsor-wide assets grew 42.9%, from $22M to $31M.
Where does Adams Funds Employee Thrift Plan rank by assets among Form 5500 filers? ▼
Adams Funds Employee Thrift Plan ranks in the 77th 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 401(k) plans are similar in size to Adams Funds Employee Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alvine and Associates, Inc. 401(k) Profit Sharing Plan in NE ($26M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Adams Funds Employee Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 134912740.

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.