ESOP · DOL Form 5500 · 2024

Adams and Associates, Inc. ESOP

Data updated 2026-08-25

$67M
Total assets Below avg plan size
1,397
Participants Near avg headcount
87th
Percentile by assets National rank
$47,984
Avg per participant Low balance/head
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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.

  • #2,807 in Educational Services (3,638 peers)

Coverage in Nevada

Adams and Associates, Inc. Employee Stock Ownership Plan covers 1,397 participants in Nevada, 2.2x the typical Nevada plan (state average ~636 per filing). Assets: $67M.

#2,807
in Educational Services (3,638 peers)
+40.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Adams and Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Adams and Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$67,033,179 Top 13% higher than 87% 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 and Associates, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adams and Associates, Inc. Employee Stock Ownership Plan lands in the large band (1,397 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 880263693 · Adams and Associates, Inc. PY 2024 · ESOP

Adams and Associates, Inc. Employee Stock Ownership Plan · $67M · 1,397 · 87th

  • TYPE $67M
  • NET 1,397
  • BOOK 87th
  • VS-ST ESOP
  • BOY near O'neil Industries, Inc. Employee Stock Ownership Plan
  • SCH ind #2807

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 Nevada →

Adams and Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Richmond Group, Inc. Employee Stock Ownership PlanThe Richmond Group, Inc. Emp…$68MO'neil Industries, Inc. Employee Stock Ownership PlanO'neil Industries, Inc. Empl…$67MAdams and Associates, Inc. Employee Stock Ownership PlanAdams and Associates, Inc. E…$67MNovaspect Holdings, Inc. Employee Stock Ownership PlanNovaspect Holdings, Inc. Emp…$67MCrystal Flash, Inc. Employee Stock Ownership PlanCrystal Flash, Inc. Employee…$66M
End-of-year total assets ($M) among Adams and Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Nevada filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$59M
Net Income$22M
Employer EIN880263693
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adams and Associates, Inc.)

Sponsor-wide plan assets over time

All Adams and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 72.5581508316822% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $59.7M $103M ▲ +72.6%
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 Scatter plot of 6 data points. -500050010001500 050100150200 Total assets ($M) Participants Adams and Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 67.033179 · Participants: 1397Adams and Associates, Inc. Employee Stock Ownership PlanRancho Mesquite Casino, Inc. Employee Stock Ownership Plan, Total assets ($M): 187.363612 · Participants: 519Rancho Mesquite Casino, Inc. Employee Stock Ownership PlanClc Employee Stock Ownership Plan, Total assets ($M): 165.03012 · Participants: 41Clc Employee Stock Ownership PlanEmployee Stock Ownership Plan of Golden Knight Holdings, Inc., Total assets ($M): 67.662867 · Participants: 335Employee Stock Ownership Plan of Golden Knight Holdings, Inc.Gcw Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 44.066893 · Participants: 126Gcw Holdings, Inc. Employee Stock Ownership PlanCooper Roofing & Solar, Inc. Employee Stock Ownership Plan, Total assets ($M): 24.47034 · Participants: 301Cooper Roofing & Solar, Inc. Employee Stock Ownership Plan
Adams and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nevada, assets vs. participants
Compare Adams and Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Nevada, the nearest ESOP by assets is O'neil Industries, Inc. Employee Stock Ownership Plan in IL ($67M); by covered participants it is Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust in NC (1,396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,397 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Adams and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust in NC (1,396 participants, $184M 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 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.