ESOP · DOL Form 5500 · 2023

Adelante Consulting, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
30th
Percentile by assets National rank
$219,123
Avg per participant Above avg balance/head
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Official DOL plan name: Adelante Consulting, Inc. Employee Stock Ownership Plan · Sponsored by Adelante Consulting, Inc. · New Mexico · Professional & Technical Services

$2M in assets, 9 participants

Adelante Consulting, Inc.'s Adelante Consulting, Inc. Employee Stock Ownership Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,323 in Professional & Technical Services (20,321 peers)

Adelante Consulting, Inc. multi-year trail

Adelante Consulting, Inc.'s plans moved +84.3% in assets from 2022 to 2024; this filing shows Adelante Consulting, Inc. Employee Stock Ownership Plan at $2M / 9 participants.

#5,323
in Professional & Technical Services (20,321 peers)
-11.8%
assets change YoY

The plan reported a net loss of $263K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Adelante Consulting, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Adelante Consulting, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,972,108 30th percentile higher than 30% 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

Adelante Consulting, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adelante Consulting, Inc. Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adelante Consulting, Inc. Employee Stock Ownership Plan reported net income rose from -$374K in the plan year 2022 filing to -$263K in the plan year 2023 filing.
  • Adelante Consulting, Inc. Employee Stock Ownership Plan reported participants fell from 12 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Adelante Consulting, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 850453627 · Adelante Consulting, Inc. PY 2023 · ESOP

Adelante Consulting, Inc. Employee Stock Ownership Plan · $2M · 9 · 30th

  • PHOTO $2M
  • PHOTO 9
  • PHOTO 30th
  • PHOTO ESOP
  • PHOTO near Via Rail Engineering Inc. Employee Stock Ownership Plan
  • PHOTO ind #5323

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 New Mexico →

Adelante Consulting, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Emory P. Zimmer Insurance Agency, Inc. Employee Stock Ownership PlanEmory P. Zimmer Insurance Ag…$2MAdelante Consulting, Inc. Employee Stock Ownership PlanAdelante Consulting, Inc. Em…$2MVia Rail Engineering Inc. Employee Stock Ownership PlanVia Rail Engineering Inc. Em…$2MNorthern Adjusters, Inc. Employee Stock Ownership PlanNorthern Adjusters, Inc. Emp…$2MKeck & Wood, Inc. Employee Stock Ownership Plan & TrustKeck & Wood, Inc. Employee S…$2M
End-of-year total assets ($M) among Adelante Consulting, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Adelante Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Adelante Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 84.3045248192551% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.23M $4.12M ▲ +84.8%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 9 $2M
2024 3 24 $4M

Adelante Consulting, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$263K
Employer EIN850453627
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Mexico

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

Adelante Consulting, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Adelante Consulting, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.972108 · Participants: 9Adelante Consulting, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 605.825813 · Participants: 1981Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 58.69174 · Participants: 107Ppic Employee Stock Ownership PlanAzurite Professional Community Employee Stock Ownership Plan, Total assets ($M): 23.538133 · Participants: 259Azurite Professional Community Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 21.320873 · Participants: 101Citizens Bank Employee Stock Ownership and Retirement Savings PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.971857 · Participants: 14Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan
Adelante Consulting, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Adelante Consulting, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Mexico, the nearest ESOP by assets is Via Rail Engineering Inc. Employee Stock Ownership Plan in WI ($2M); by covered participants it is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 participants). Same-state nearby plans are listed separately above.

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 Adelante Consulting, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Adelante Consulting, Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.8% during 2023, from $2M to $2M. Reported net income was -$263K.
How have Adelante Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adelante Consulting, Inc.'s sponsor-wide assets grew 84.3%, from $2M to $4M.
Which ESOP plans are similar in size to Adelante Consulting, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Via Rail Engineering Inc. Employee Stock Ownership Plan in WI ($2M, 10 participants).
Which ESOP plans cover a similar participant headcount to Adelante Consulting, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 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 850453627.

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.