ESOP · DOL Form 5500 · 2024

Adams and Associates, Inc. ESOP

Data updated 2026-07-24

$67M
Total assets: 1,397
Participants: 87th
Percentile by assets: $47,984
Avg per participant

Official DOL plan name: Adams and Associates, Inc. Employee Stock Ownership Plan · Sponsored by Adams and Associates, Inc. · Nevada · Educational Services

$67M in assets, 1,397 participants

Adams and Associates, Inc.'s Adams and Associates, Inc. Employee Stock Ownership Plan reported $67M in total assets and 1,397 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

87th percentile by assets (of 116,472 plans)

Coverage in Nevada

Adams and Associates, Inc. Employee Stock Ownership Plan covers 1,397 participants in Nevada, 2.1x the typical Nevada plan (state average ~661 per filing). Assets: $67M.

$67M
total plan assets (2024 EOY): 1,397
covered participants: 87th
percentile by assets (of 116,472 plans): $47,984
avg assets per participant

Adams and Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $48M in the plan year 2023 filing to $67M in the plan year 2024 filing.
Adams and Associates, Inc. Employee Stock Ownership Plan reported net income rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Adams and Associates, Inc. Employee Stock Ownership Plan reported participants fell from 1,662 in the plan year 2023 filing to 1,397 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Nevada

Industry

Educational Services

Participants vs Nevada filers

In Nevada, the average filing covers about 661 participants across 767 plans. Adams and Associates, Inc. Employee Stock Ownership Plan reports 1,397 participants - 2.1x that state average ($67M EOY assets).

Nevada filing particulars

Total Assets (Beginning of Year)	$48M
Net Assets (End of Year)	$59M
Net Income	$22M
Employer EIN	880263693
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Adams and Associates, Inc.)

Total plan assets by year, all Adams and Associates, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	4,104	$60M
2023	2	4,474	$80M
2024	2	3,117	$103M

Nearby ESOP Plans in Nevada

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

Adams and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nevada, assets vs. participants

Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan $187M · 519
Employee Stock Ownership Plan of Golden Knight Holdings, Inc. $68M · 335
Gcw Holdings, Inc. Employee Stock Ownership Plan $44M · 126
Cooper Roofing & Solar, Inc. Employee Stock Ownership Plan $24M · 301
Vergith Contracting Company Employee Stock Ownership Plan $21M · 37

Compare Adams and Associates, Inc. Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Adams and Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

O'neil Industries, Inc. Employee Stock Ownership Plan (IL) $67M · 502
Novaspect Holdings, Inc. Employee Stock Ownership Plan (IL) $67M · 431
The Richmond Group, Inc. Employee Stock Ownership Plan (MA) $68M · 103
Crystal Flash, Inc. Employee Stock Ownership Plan (MI) $66M · 298

Frequently Asked Questions

How did Adams and Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Adams and Associates, Inc. Employee Stock Ownership Plan surged - up 40.8% during 2024, from $48M to $67M. Reported net income was $22M.

How have Adams and Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Adams and Associates, Inc.'s sponsor-wide assets grew 72.6%, from $60M to $103M.

Where does Adams and Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Adams and Associates, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Adams and Associates, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is O'neil Industries, Inc. Employee Stock Ownership Plan in IL ($67M, 502 participants).

Next read for Adams and Associates, Inc. Employee Stoc…

Filing takeaways

Ways to act on Adams and Associates, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Adams and Associates, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Nevada. Compare plans
Adams and Associates, Inc.'s sponsor-wide assets have grown 72.6% since 2022 across 3 plan years on file. More Educational Services plans

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 880263693.

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.