ESOP · DOL Form 5500 · 2023

Adleta Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
104
Participants Small participant base
32nd
Percentile by assets National rank
$22,500
Avg per participant Low balance/head
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Official DOL plan name: Adleta Corporation Employee Stock Ownership Plan · Sponsored by Adleta Corporation · Texas · Wholesale Trade

$2M in assets, 104 participants

Adleta Corporation's Adleta Corporation Employee Stock Ownership Plan reported $2M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,347 in Wholesale Trade (6,309 peers)

Coverage in Texas

Adleta Corporation Employee Stock Ownership Plan covers 104 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#1,347
in Wholesale Trade (6,309 peers)
+5.5%
assets growth YoY

Adleta Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Adleta Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$2,340,036 32nd percentile higher than 32% 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

Adleta Corporation Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adleta Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adleta Corporation Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Adleta Corporation Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Adleta Corporation Employee Stock Ownership Plan reported participants rose from 100 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751543229 · Adleta Corporation PY 2023 · ESOP

Adleta Corporation Employee Stock Ownership Plan · $2M · 104 · 32nd

  • PCT $2M
  • EIN 104
  • RANK 32nd
  • PHOTO ESOP
  • IND near S.H. Smith & Company, Incorporated Employee Stock Ownership Trust
  • EOY ind #1347

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 Texas →

Adleta Corporation Employee Stock Ownership Plan in the asset neighbourhood

Adleta Corporation Employee Stock Ownership PlanAdleta Corporation Employee …$2MS.H. Smith & Company, Incorporated Employee Stock Ownership TrustS.H. Smith & Company, Incorp…$2MTank Industry Consultants, Inc. Employee Stock Ownership PlanTank Industry Consultants, I…$2MDay Surgical Products, Inc Employee Stock Ownership PlanDay Surgical Products, Inc E…$2MNorthern Ohio Roofing Employee Stock Ownership PlanNorthern Ohio Roofing Employ…$2M
End-of-year total assets ($M) among Adleta Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$21M
Net Income$2M
Employer EIN751543229
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adleta Corporation)

Sponsor-wide plan assets over time

All Adleta Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.241378937143692% vs 2022
2024 filing year
$2.15M$2.2M$2.25M$2.3M$2.35M$2.4M 202220232024 $2.22M $2.19M ▼ -1.4%
Year Plans Participants Total Assets
2022 1 100 $2M
2023 1 104 $2M
2024 1 96 $2M

Nearby ESOP Plans in Texas

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

Adleta Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Adleta Corporation Employee Stock Ownership Plan, Total assets ($B): 0.002340036 · Participants: 104Adleta Corporation Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Adleta Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Adleta Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Adleta Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is S.H. Smith & Company, Incorporated Employee Stock Ownership Trust in MO ($2M); by covered participants it is Ffb Bancorp Employee Stock Ownership Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Adleta Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Adleta Corporation Employee Stock Ownership Plan grew at a solid clip - up 5.5% during 2023, from $2M to $2M. Reported net income was $2M.
How have Adleta Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adleta Corporation's sponsor-wide assets declined 1.2%, from $2M to $2M.
Which ESOP plans are similar in size to Adleta Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is S.H. Smith & Company, Incorporated Employee Stock Ownership Trust in MO ($2M, 36 participants).
Which ESOP plans cover a similar participant headcount to Adleta Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ffb Bancorp Employee Stock Ownership Plan in CA (104 participants, $14M 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 751543229.

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.