ESOP · DOL Form 5500 · 2023

Adams and Associates, Inc. ESOP

Data updated 2026-08-25

$48M
Total assets Below avg plan size
1,662
Participants Near avg headcount
85th
Percentile by assets National rank
$28,641
Avg per participant Low balance/head
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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.

  • #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.

#2,739
in Educational Services (3,735 peers)
+49.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Adams and Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Adams and Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$47,601,238 Top 15% higher than 85% 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 and Associates, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adams and Associates, Inc. Employee Stock Ownership Plan lands in the large band (1,662 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 880263693 · Adams and Associates, Inc. PY 2023 · ESOP

Adams and Associates, Inc. Employee Stock Ownership Plan · $48M · 1,662 · 85th

  • ASSETS $48M
  • ASSETS 1,662
  • ASSETS 85th
  • ASSETS ESOP
  • ASSETS near Smelter Service Corp Employee Stock Ownership Plan
  • ASSETS ind #2739

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 Nevada →

Adams and Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Adams and Associates, Inc. Employee Stock Ownership PlanAdams and Associates, Inc. E…$48MSmelter Service Corp Employee Stock Ownership PlanSmelter Service Corp Employe…$48MPaddock Publications, Inc. Employee Stock Ownership PlanPaddock Publications, Inc. E…$48MThe Lewis Chemical Company Employee Stock Ownership PlanThe Lewis Chemical Company E…$48MKetchum & Walton Employee Stock Ownership PlanKetchum & Walton Employee St…$48M
End-of-year total assets ($M) among Adams and Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Nevada filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$18M
Employer EIN880263693
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adams and Associates, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$103M 72.5581508316822% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $59.7M $103M ▲ +72.6%
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 Scatter plot of 6 data points. -5000500100015002000 050100150200250 Total assets ($M) Participants Adams and Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.601238 · Participants: 1662Adams and Associates, Inc. Employee Stock Ownership PlanClc Employee Stock Ownership Plan, Total assets ($M): 195.25743 · Participants: 42Clc Employee Stock Ownership PlanRancho Mesquite Casino, Inc. Employee Stock Ownership Plan, Total assets ($M): 146.494033 · Participants: 422Rancho Mesquite Casino, Inc. Employee Stock Ownership PlanGcw Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 38.525092 · Participants: 115Gcw Holdings, Inc. Employee Stock Ownership PlanParamount Marketing Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.730483 · Participants: 282Paramount Marketing Consultants, Inc. Employee Stock Ownership PlanOlson Precast Company Employee Stock Ownership Plan, Total assets ($M): 18.183449 · Participants: 75Olson Precast Company Employee Stock Ownership Plan
Adams and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nevada, assets vs. participants
Compare Adams and Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Adams and Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nevada, the nearest ESOP by assets is Smelter Service Corp Employee Stock Ownership Plan in TN ($48M); by covered participants it is American Pacific Mortgage Corporation Employee Stock Ownership Plan in CA (1,660 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,662 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 and Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Adams and Associates, Inc. Employee Stock Ownership Plan surged - up 49.1% during 2023, from $32M to $48M. Reported net income was $18M.
How have Adams and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adams and Associates, Inc.'s sponsor-wide assets grew 72.6%, from $60M to $103M.
Where does Adams and Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Adams and Associates, Inc. Employee Stock Ownership Plan ranks in the 85th 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 ESOP plans are similar in size to Adams and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Smelter Service Corp Employee Stock Ownership Plan in TN ($48M, 89 participants).
Which ESOP plans cover a similar participant headcount to Adams and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Pacific Mortgage Corporation Employee Stock Ownership Plan in CA (1,660 participants, $72M 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 880263693.

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.