ESOP · DOL Form 5500 · 2023
Adams and Associates, Inc. ESOP
Data updated 2026-08-11
- $48M
- Total assets
- 1,662
- Participants
- 85th
- Percentile by assets
- $28,641
- Avg per participant
Official DOL plan name: Adams and Associates, Inc. Employee Stock Ownership Plan · Sponsored by Adams and Associates, Inc. · Nevada · Educational Services
$48M in assets, 1,662 participants
Adams and Associates, Inc.'s Adams and Associates, Inc. Employee Stock Ownership Plan reported $48M in total assets and 1,662 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 127,072 plans)
- #2,739 in Educational Services (3,735 peers)
Coverage in Nevada
Adams and Associates, Inc. Employee Stock Ownership Plan covers 1,662 participants in Nevada, 2.6x the typical Nevada plan (state average ~636 per filing). Assets: $48M.
- $48M
- total plan assets (2023 EOY)
- 1,662
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $28,641
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Adams and Associates, Inc. Employee Stock Ownership Plan reported net income rose from $8M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Adams and Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $32M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- Adams and Associates, Inc. Employee Stock Ownership Plan reported participants rose from 1,468 in the plan year 2022 filing to 1,662 in the plan year 2023 filing.
Participants vs Nevada filers
In Nevada, the average filing covers about 636 participants across 808 plans. Adams and Associates, Inc. Employee Stock Ownership Plan reports 1,662 participants - 2.6x that state average ($48M EOY assets).
Nevada filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $18M |
| Employer EIN | 880263693 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adams and Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,104 | $60M |
| 2023 | 2 | 4,474 | $80M |
| 2024 | 2 | 3,117 | $103M |
Nearby ESOP Plans in Nevada
Peer ESOP plans, same state, same plan type, ranked by total assets.
Adams and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nevada, assets vs. participants
- Clc Employee Stock Ownership Plan $195M · 42
- Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan $146M · 422
- Gcw Holdings, Inc. Employee Stock Ownership Plan $39M · 115
- Paramount Marketing Consultants, Inc. Employee Stock Ownership Plan $20M · 282
- Olson Precast Company Employee Stock Ownership Plan $18M · 75
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Adams and Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Adams and Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Adams and Associates, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Nevada. Compare plans
- Adams and Associates, Inc.'s sponsor-wide assets have grown 72.6% since 2022 across 3 plan years on file. More Educational Services plans