ESOP · DOL Form 5500 · 2024

Adleta Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
96
Participants Small participant base
30th
Percentile by assets National rank
$22,813
Avg per participant Low balance/head
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Official DOL plan name: Adleta Corporation Employee Stock Ownership Plan · Sponsored by Adleta Corporation · Texas · Wholesale Trade

$2M in assets, 96 participants

Adleta Corporation's Adleta Corporation Employee Stock Ownership Plan reported $2M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,190 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Adleta Corporation Employee Stock Ownership Plan holds $2M for 96 participants - about $22,813 per participant, in the lower half of filed plans by assets.

#1,190
in Wholesale Trade (6,080 peers)
-6.4%
assets change YoY

Adleta Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Adleta Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$2,190,006 30th percentile higher than 30% 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

Adleta Corporation 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. Adleta Corporation Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Adleta Corporation Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $354K in the plan year 2024 filing.
  • Adleta Corporation Employee Stock Ownership Plan reported participants fell from 104 in the plan year 2023 filing to 96 in the plan year 2024 filing.
  • Adleta Corporation Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 751543229 · Adleta Corporation PY 2024 · ESOP

Adleta Corporation Employee Stock Ownership Plan · $2M · 96 · 30th

  • PHOTO $2M
  • PHOTO 96
  • PHOTO 30th
  • PHOTO ESOP
  • PHOTO near Corbin Design, Inc. Employee Stock Ownership Plan
  • PHOTO ind #1190

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 Texas →

Adleta Corporation Employee Stock Ownership Plan in the asset neighbourhood

Adleta Corporation Employee Stock Ownership PlanAdleta Corporation Employee …$2MCorbin Design, Inc. Employee Stock Ownership PlanCorbin Design, Inc. Employee…$2MScientific Engineering Inc Employees Stock Ownership PlanScientific Engineering Inc E…$2MStuart Silk Architects Employee Stock Ownership PlanStuart Silk Architects Emplo…$2MCommunity Bancshares, Inc. Employee Stock Ownership Plan and TrustCommunity Bancshares, Inc. E…$2M
End-of-year total assets ($M) among Adleta Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$21M
Net Income$354K
Employer EIN751543229
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adleta Corporation)

Sponsor-wide plan assets over time

All Adleta Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.241378937143692% vs 2022
2024 filing year
$2.15M$2.2M$2.25M$2.3M$2.35M$2.4M 202220232024 $2.22M $2.19M ▼ -1.4%
Year Plans Participants Total Assets
2022 1 100 $2M
2023 1 104 $2M
2024 1 96 $2M

Nearby ESOP Plans in Texas

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

Adleta Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Adleta Corporation Employee Stock Ownership Plan, Total assets ($B): 0.002190006 · Participants: 96Adleta Corporation Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Adleta Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Adleta Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Corbin Design, Inc. Employee Stock Ownership Plan in MI ($2M); by covered participants it is Lester Electrical of Nebraska, Inc. Employee Stock Ownership Plan and Trust in NE (96 participants). Same-state nearby plans are listed separately above.

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 Adleta Corporation Employee Stock Ownership Plan assets move in 2024?
Adleta Corporation Employee Stock Ownership Plan pulled back noticeably - down 6.4% during 2024, from $2M to $2M. Reported net income was $354K.
How have Adleta Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Adleta Corporation's sponsor-wide assets declined 1.2%, from $2M to $2M.
Which ESOP plans are similar in size to Adleta Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Corbin Design, Inc. Employee Stock Ownership Plan in MI ($2M, 10 participants).
Which ESOP plans cover a similar participant headcount to Adleta Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Lester Electrical of Nebraska, Inc. Employee Stock Ownership Plan and Trust in NE (96 participants, $5M in assets).