ESOP · DOL Form 5500 · 2024

Elite Associates Holding, Inc. ESOP

Data updated 2026-07-24

$43M
Total assets: 107
Participants: 82nd
Percentile by assets: $400,545
Avg per participant

Official DOL plan name: Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Elite Associates Holding, Inc. · California · Wholesale Trade

$43M in assets, 107 participants

Elite Associates Holding, Inc.'s Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust reported $43M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

82nd percentile by assets (of 116,472 plans)

Coverage in California

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust covers 107 participants in California, about 17% of the average California filer (state average ~637 per filing). Assets: $43M.

$43M
total plan assets (2024 EOY): 107
covered participants: 82nd
percentile by assets (of 116,472 plans): $400,545
avg assets per participant

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $11M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $51M in the plan year 2023 filing to $43M in the plan year 2024 filing.
Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 98 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Wholesale Trade

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust reports 107 participants - about 17% of that state average ($43M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$51M
Net Assets (End of Year)	$20M
Net Income	-$7M
Employer EIN	454006796
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Elite Associates Holding, Inc.)

Total plan assets by year, all Elite Associates Holding, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	202	$48M
2023	2	211	$59M
2024	2	227	$52M

Nearby ESOP Plans in California

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

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants

Parsons Employee Stock Ownership Plan $5.0B · 8,040
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
Ecc Employee Stock Ownership Plan $632M · 317
Agron, Inc. Employee Stock Ownership Plan $596M · 68
Proponent Employee Stock Ownership Plan $543M · 439

Compare Elite Associates Holding, Inc. Employee … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

Hanson Group, Inc. Employee Stock Ownership Trust (IL) $43M · 479
Koops, Inc. Employee Stock Ownership Plan (MI) $43M · 277
Control Associates, Inc. Employee Stock Ownership Plan (NJ) $43M · 168
Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan (IL) $43M · 124

Frequently Asked Questions

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

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust declined sharply - down 15.6% during 2024, from $51M to $43M. Reported net income was -$7M.

How have Elite Associates Holding, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Elite Associates Holding, Inc.'s sponsor-wide assets grew 8.5%, from $48M to $52M.

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

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust ranks in the 82nd 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 Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Hanson Group, Inc. Employee Stock Ownership Trust in IL ($43M, 479 participants).

Next read for Elite Associates Holding, Inc. Employee …

Filing takeaways

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

By total assets, Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust 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 California. Compare plans
Elite Associates Holding, Inc.'s sponsor-wide assets have grown 8.5% since 2022 across 3 plan years on file. More Wholesale Trade 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 454006796.

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.