401(k)
2024 plan-year 401(k) DOL Form 5500

Adena Commercial LLC 401-K Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Adena Commercial LLC · Ohio · Real Estate

What the 2023 filing shows

Adena Commercial LLC 401-K Savings Plan holds $4M for 109 participants — about $35,845 per participant, down 42.3% over the 2024 plan year.

$4M
total plan assets (2024 EOY)
109
covered participants
$35,845
avg assets per participant
-42.3%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$4M
Participants
109
State
Industry
Real Estate

What the Filing Says About Adena Commercial LLC 401-K Savings Plan

Adena Commercial LLC 401-K Savings Plan is a 401(k) retirement plan sponsored by Adena Commercial LLC, headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 109 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 311508485, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2024 to $4M at year-end — a decline of 42.3%. Net assets (after liabilities) closed the year at $4M, with reported net income of $-2,862,263 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$-2,862,263
Plan Type401(k)
Employer EIN311508485
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adena Commercial LLC)

Year Plans Participants Total Assets
2022 1 105 $5M
2023 1 106 $7M
2024 1 109 $4M

Nearby 401(k) Plans in Ohio

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Frequently Asked Questions

How much money is in the Adena Commercial LLC 401-K Savings Plan?
As of the 2024 Form 5500 filing, Adena Commercial LLC 401-K Savings Plan holds $4M in total assets with 109 participants. It is sponsored by Adena Commercial LLC.
What type of plan is Adena Commercial LLC 401-K Savings Plan?
Adena Commercial LLC 401-K Savings Plan is a 401(k) plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 311508485.
Who sponsors the Adena Commercial LLC 401-K Savings Plan?
Adena Commercial LLC 401-K Savings Plan is sponsored by Adena Commercial LLC, located in Ohio. The sponsor's EIN is 311508485 and the plan operates in the Real Estate industry.
How did Adena Commercial LLC 401-K Savings Plan perform in 2024?
Adena Commercial LLC 401-K Savings Plan declined by 42.3% during 2024, moving from $7M to $4M in total assets. Net income was $-2,862,263.
Where can I find official filings for Adena Commercial LLC 401-K Savings Plan?
Official Form 5500 filings for Adena Commercial LLC 401-K Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311508485 or plan name at efast.dol.gov.
How does Adena Commercial LLC 401-K Savings Plan compare to other plans?
You can compare Adena Commercial LLC 401-K Savings Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 311508485.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.