ESOP · DOL Form 5500 · 2024
Adelante Consulting, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $134,934
- Avg per participant Near avg balance/head
Official DOL plan name: Adelante Consulting, Inc. Employee Stock Ownership Plan · Sponsored by Adelante Consulting, Inc. · New Mexico · Professional & Technical Services
$1M in assets, 11 participants
Adelante Consulting, Inc.'s Adelante Consulting, Inc. Employee Stock Ownership Plan reported $1M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #4,409 in Professional & Technical Services (20,173 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 $1M / 11 participants.
- #4,409
- in Professional & Technical Services (20,173 peers)
- -24.7%
- assets change YoY
The plan reported a net loss of $488K 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 2024 · DOL Form 5500
$1,484,278 26th percentile higher than 26% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Adelante Consulting, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adelante Consulting, Inc. Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Adelante Consulting, Inc. Employee Stock Ownership Plan reported net income fell from -$263K in the plan year 2023 filing to -$488K in the plan year 2024 filing.
- Adelante Consulting, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Adelante Consulting, Inc. Employee Stock Ownership Plan reported participants rose from 9 in the plan year 2023 filing to 11 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 850453627 · Adelante Consulting, Inc. PY 2024 · ESOP
Adelante Consulting, Inc. Employee Stock Ownership Plan · $1M · 11 · 26th
- EBSA $1M
- EBSA 11
- EBSA 26th
- EBSA ESOP
- EBSA near Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan
- EBSA ind #4409
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $2M |
| 2023 | 1 | 9 | $2M |
| 2024 | 3 | 24 | $4M |
Adelante Consulting, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$488K |
| Employer EIN | 850453627 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Mexico
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Stock Ownership Plan of Applied Research Associates, Inc. $611M · 2,198
- Ppic Employee Stock Ownership Plan $49M · 111
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan $28M · 18
- Citizens Bank Employee Stock Ownership and Retirement Savings Plan $24M · 90
- Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan $22M · 118
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 Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan in MA ($1M); by covered participants it is Cal Microturbine, Inc. Employee Stock Ownership Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.