ESOP · DOL Form 5500 · 2024

Elite Associates Holding, Inc. ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
107
Participants Small participant base
82nd
Percentile by assets National rank
$400,545
Avg per participant High balance/head
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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.

  • #5,027 in Wholesale Trade (6,080 peers)

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 ~630 per filing). Assets: $43M.

#5,027
in Wholesale Trade (6,080 peers)
-15.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

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's outsized position by total assets

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$42,858,281 Top 18% higher than 82% 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

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 454006796 · Elite Associates Holding, Inc. PY 2024 · ESOP

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust · $43M · 107 · 82nd

  • SCH $43M
  • EBSA 107
  • PART 82nd
  • TYPE ESOP
  • NET near Hanson Group, Inc. Employee Stock Ownership Trust
  • BOOK ind #5027

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 California →

Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Control Associates, Inc. Employee Stock Ownership PlanControl Associates, Inc. Emp…$43MElite Associates Holding, Inc. Employee Stock Ownership Plan and TrustElite Associates Holding, In…$43MHanson Group, Inc. Employee Stock Ownership TrustHanson Group, Inc. Employee …$43MKoops, Inc. Employee Stock Ownership PlanKoops, Inc. Employee Stock O…$43MThouvenot, Wade, Moerchen, Inc. Employee Stock Ownership PlanThouvenot, Wade, Moerchen, I…$43M
End-of-year total assets ($M) among Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$20M
Net Income-$7M
Employer EIN454006796
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elite Associates Holding, Inc.)

Sponsor-wide plan assets over time

All Elite Associates Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 8.473963142719168% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.5M $51.5M ▲ +8.5%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.042858281 · Participants: 107Elite Associates Holding, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Hanson Group, Inc. Employee Stock Ownership Trust in IL ($43M); by covered participants it is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 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 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 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).
Which ESOP plans cover a similar participant headcount to Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX (107 participants, $17M 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 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.