401(k) · DOL Form 5500 · 2024

Adams Investment Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
40
Participants Small participant base
40th
Percentile by assets National rank
$110,762
Avg per participant Below avg balance/head
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Official DOL plan name: Adams Investment Company and Affiliates Pension Plan & Trust · Sponsored by Adams Investment Company · Oklahoma · Manufacturing

$4M in assets, 40 participants

Adams Investment Company's Adams Investment Company and Affiliates Pension Plan & Trust reported $4M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,082 in Manufacturing (17,777 peers)

Adams Investment Company multi-year trail

Adams Investment Company's plans moved +16.0% in assets from 2022 to 2024; this filing shows Adams Investment Company and Affiliates Pension Plan & Trust at $4M / 40 participants.

#4,082
in Manufacturing (17,777 peers)
+10.7%
assets growth YoY

Adams Investment Company and Affiliates Pension Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Adams Investment Company and Affiliates Pension Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,430,492 40th percentile higher than 40% of 123,620 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 2024

Adams Investment Company and Affiliates Pension Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adams Investment Company and Affiliates Pension Plan & Trust is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Adams Investment Company and Affiliates Pension Plan & Trust reported net income rose from $181K in the plan year 2023 filing to $429K in the plan year 2024 filing.
  • Adams Investment Company and Affiliates Pension Plan & Trust reported participants fell from 48 in the plan year 2023 filing to 40 in the plan year 2024 filing.
  • Adams Investment Company and Affiliates Pension Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 731186667 · Adams Investment Company PY 2024 · 401(k)

Adams Investment Company and Affiliates Pension Plan & Trust · $4M · 40 · 40th

  • IND $4M
  • IND 40
  • IND 40th
  • IND 401(k)
  • IND near Nevelex Corporation 401(k) Plan
  • IND ind #4082

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 Manufacturing retirement plans → · Plans in Oklahoma →

Adams Investment Company and Affiliates Pension Plan & Trust in the asset neighbourhood

Adams Investment Company and Affiliates Pension Plan & TrustAdams Investment Company and…$4MNevelex Corporation 401(k) PlanNevelex Corporation 401(k) P…$4MGlobal Bondholder Services 401(k) Profit Sharing PlanGlobal Bondholder Services 4…$4MAir-Weigh 401(k) Plan$4MSymbolarts, Inc. 401(k) Salary Reduction Plan and TrustSymbolarts, Inc. 401(k) Sala…$4M
End-of-year total assets ($M) among Adams Investment Company and Affiliates Pension Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Adams Investment Company multi-year asset trail

Sponsor-wide plan assets over time

All Adams Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.965194412511751% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.82M $4.43M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 60 $4M
2023 1 48 $4M
2024 1 40 $4M

Adams Investment Company filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$429K
Employer EIN731186667
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Adams Investment Company and Affiliates Pension Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Adams Investment Company and Affiliates Pension Plan & Trust, Total assets ($B): 0.004430492 · Participants: 40Adams Investment Company and Affiliates Pension Plan & TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Adams Investment Company and Affiliates Pension Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Adams Investment Company and Affiliates Pension Plan & Trust side-by-side with 3 peers →

Adams Investment Company and Affiliates Pension Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Nevelex Corporation 401(k) Plan in MN ($4M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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.

Frequently Asked Questions

How did Adams Investment Company and Affiliates Pension Plan & Trust assets move in 2024? ▼
Adams Investment Company and Affiliates Pension Plan & Trust grew at a solid clip - up 10.7% during 2024, from $4M to $4M. Reported net income was $429K.
How have Adams Investment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adams Investment Company's sponsor-wide assets grew 16.0%, from $4M to $4M.
Which 401(k) plans are similar in size to Adams Investment Company and Affiliates Pension Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nevelex Corporation 401(k) Plan in MN ($4M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Adams Investment Company and Affiliates Pension Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants, $982K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731186667.

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.