ESOP · DOL Form 5500 · 2024

Adm Group, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
24
Participants Small participant base
70th
Percentile by assets National rank
$825,838
Avg per participant High balance/head
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Official DOL plan name: Adm Group, Inc. Employee Stock Ownership Plan · Sponsored by Adm Group, Inc. · Arizona · Professional & Technical Services

$20M in assets, 24 participants

Adm Group, Inc.'s Adm Group, Inc. Employee Stock Ownership Plan reported $20M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,995 in Professional & Technical Services (20,173 peers)

Adm Group, Inc. multi-year trail

Adm Group, Inc.'s plans moved +47.9% in assets from 2023 to 2024; this filing shows Adm Group, Inc. Employee Stock Ownership Plan at $20M / 24 participants.

#13,995
in Professional & Technical Services (20,173 peers)
+47.9%
assets growth YoY

Adm Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Adm Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,820,105 Top 30% higher than 70% 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

Adm Group, 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. Adm Group, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Adm Group, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Adm Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Adm Group, Inc. Employee Stock Ownership Plan reported participants rose from 23 in the plan year 2023 filing to 24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860722739 · Adm Group, Inc. PY 2024 · ESOP

Adm Group, Inc. Employee Stock Ownership Plan · $20M · 24 · 70th

  • NET $20M
  • BOOK 24
  • VS-ST 70th
  • BOY ESOP
  • SCH near Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan
  • EBSA ind #13995

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 Arizona →

Adm Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Western Land Services, Inc. Employee Stock Ownership PlanWestern Land Services, Inc. …$20MAdm Group, Inc. Employee Stock Ownership PlanAdm Group, Inc. Employee Sto…$20MStafford Associates Computer Specialists, Inc. Employee Stock Ownership PlanStafford Associates Computer…$20MSpaulding Brick Employee Stock Ownership PlanSpaulding Brick Employee Sto…$20MEnroute Computer Solutions ESOPEnroute Computer Solutions E…$20M
End-of-year total assets ($M) among Adm Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Adm Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Adm Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 47.91123134328358% vs 2023
2024 filing year
$12M$14M$16M$18M$20M$22M 20232024 $13.4M $19.8M ▲ +47.9%
Year Plans Participants Total Assets
2023 1 23 $13M
2024 1 24 $20M

Adm Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$4M
Net Income$6M
Employer EIN860722739
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Adm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Adm Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.019820105 · Participants: 24Adm Group, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Adm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Adm Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan in NY ($20M); by covered participants it is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Adm Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Adm Group, Inc. Employee Stock Ownership Plan surged - up 47.9% during 2024, from $13M to $20M. Reported net income was $6M.
How have Adm Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Adm Group, Inc.'s sponsor-wide assets grew 47.9%, from $13M to $20M.
Which ESOP plans are similar in size to Adm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan in NY ($20M, 32 participants).
Which ESOP plans cover a similar participant headcount to Adm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants, N/A 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 860722739.

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.