401(k) · DOL Form 5500 · 2023
Adams Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $108,610
- Avg per participant Below avg balance/head
Official DOL plan name: Adams Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Adams Group, Inc. · California · Wholesale Trade
$18M in assets, 170 participants
Adams Group, Inc.'s Adams Group, Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #4,259 in Wholesale Trade (6,309 peers)
Coverage in California
Adams Group, Inc. 401(k) Profit Sharing Plan covers 170 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $18M.
- #4,259
- in Wholesale Trade (6,309 peers)
- +24.1%
- assets growth YoY
Adams Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Adams Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,463,650 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Adams Group, Inc. 401(k) Profit Sharing 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. Adams Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Adams Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Adams Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Adams Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 168 in the plan year 2022 filing to 170 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 942200898 · Adams Group, Inc. PY 2023 · 401(k)
Adams Group, Inc. 401(k) Profit Sharing Plan · $18M · 170 · 71st
- TYPE $18M
- NET 170
- BOOK 71st
- VS-ST 401(k)
- BOY near Western States Lodging Employee Savings Plan
- SCH ind #4259
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 Wholesale Trade retirement plans → · Plans in California →
Adams Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 942200898 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adams Group, Inc.)
Sponsor-wide plan assets over time
All Adams Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 42.26118082455126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $15M |
| 2023 | 1 | 170 | $18M |
| 2024 | 1 | 179 | $21M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Adams Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Western States Lodging Employee Savings Plan in UT ($18M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Western States Lodging Employee Savings Plan (UT) $18M · 3,755
- Onxmaps, Inc. 401(k) Plan (MT) $18M · 342
- Sound Family Medicine 401(k) Plan (WA) $18M · 177
- Oem Fabricators, Inc. 401(k) Plan and Trust (WI) $18M · 264
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Keystone-Pacific 401(k) Plan (OR) 170 · 0 off
- Onin Group 401(k) Plan (AL) 170 · 0 off
- Tulsa Zoo Management, Inc. 401(k) Plan (OK) 170 · 0 off
- The Lake Doctors, Inc. Retirement Savings Plan (FL) 170 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.