401(k) · DOL Form 5500 · 2023

Adams Resources and Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
543
Participants Below avg headcount
79th
Percentile by assets National rank
$55,494
Avg per participant Low balance/head
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Official DOL plan name: Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan · Sponsored by Adams Resources and Energy, Inc. · Texas · Wholesale Trade

$30M in assets, 543 participants

Adams Resources and Energy, Inc.'s Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan reported $30M in total assets and 543 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,954 in Wholesale Trade (6,309 peers)

Where Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan sits by assets

Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 543 participants (~$55,494/participant), up 13.7% in 2023.

#4,954
in Wholesale Trade (6,309 peers)
+13.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan's outsized position by total assets

Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan vs every filed plan by assets

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

$30,133,132 Top 21% higher than 79% 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 Resources and Energy, Inc., and Subsidiaries 401(k) 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 Resources and Energy, Inc., and Subsidiaries 401(k) Plan sits mid-pack in the medium band (543 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan reported participants fell from 645 in the plan year 2022 filing to 543 in the plan year 2023 filing.
  • Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741753147 · Adams Resources and Energy, Inc. PY 2023 · 401(k)

Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan · $30M · 543 · 79th

  • BOY $30M
  • BOY 543
  • BOY 79th
  • BOY 401(k)
  • BOY near Air Treatment 401(k) Plan
  • BOY ind #4954

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 Texas →

Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan in the asset neighbourhood

Madison-Kipp Retirement Savings PlanMadison-Kipp Retirement Savi…$30MUnited Mcgill Corp Pay Deferral Plan & TrustUnited Mcgill Corp Pay Defer…$30MAdams Resources and Energy, Inc., and Subsidiaries 401(k) PlanAdams Resources and Energy, …$30MAir Treatment 401(k) Plan$30MAnthony's Restaurants Profit Sharing PlanAnthony's Restaurants Profit…$30M
End-of-year total assets ($M) among Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN741753147
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adams Resources and Energy, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$33M 24.6643515478555% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.5M $33M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 645 $26M
2023 1 543 $30M
2024 1 743 $33M

Nearby 401(k) Plans in Texas

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

Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan, Total assets ($B): 0.030133132 · Participants: 543Adams Resources and Energy, Inc., and Subsidiaries 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan side-by-side with 3 peers →

Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Air Treatment 401(k) Plan in CA ($30M); by covered participants it is Visiting Physicians Association 401(k) Plan in MI (543 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (543 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 Resources and Energy, Inc., and Subsidiaries 401(k) Plan assets move in 2023? ▼
Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan grew at a solid clip - up 13.7% during 2023, from $26M to $30M. Reported net income was $4M.
How have Adams Resources and Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adams Resources and Energy, Inc.'s sponsor-wide assets grew 24.7%, from $26M to $33M.
Where does Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan rank by assets among Form 5500 filers? ▼
Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan ranks in the 79th 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 Resources and Energy, Inc., and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Air Treatment 401(k) Plan in CA ($30M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Visiting Physicians Association 401(k) Plan in MI (543 participants, N/A 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 741753147.

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.