401(k) · DOL Form 5500 · 2024
Adams Resources and Energy, Inc. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 743
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $44,461
- Avg per participant Low balance/head
Official DOL plan name: Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan · Sponsored by Adams Resources and Energy, Inc. · Texas · Wholesale Trade
$33M in assets, 743 participants
Adams Resources and Energy, Inc.'s Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan reported $33M in total assets and 743 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #4,724 in Wholesale Trade (6,080 peers)
Where Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan sits by assets
Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 743 participants (~$44,461/participant), up 9.6% in 2024.
- #4,724
- in Wholesale Trade (6,080 peers)
- +9.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan's outsized position by total assets
Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,034,627 Top 21% higher than 79% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan 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. Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan sits mid-pack in the medium band (743 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan reported participants rose from 543 in the plan year 2023 filing to 743 in the plan year 2024 filing.
- Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
DOL schedule card
Filing strip 741753147 · Adams Resources and Energy, Inc. PY 2024 · 401(k)
Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan · $33M · 743 · 79th
- EIN $33M
- RANK 743
- PHOTO 79th
- IND 401(k)
- EOY near Clickup 401(k) Plan
- 5500 ind #4724
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 Wholesale Trade retirement plans → · Plans in Texas →
Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $3M |
| Employer EIN | 741753147 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adams Resources and Energy, Inc.)
Sponsor-wide plan assets over time
All Adams Resources and Energy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 24.6643515478555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 645 | $26M |
| 2023 | 1 | 543 | $30M |
| 2024 | 1 | 743 | $33M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Clickup 401(k) Plan in CA ($33M); by covered participants it is Southern Air, Inc. Cash or Deferred Profit Sharing Plan in VA (743 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Clickup 401(k) Plan (CA) $33M · 503
- Mcmorgan & Company LLC Retirement Plan (CA) $33M · 30
- Tonoga, Inc. Profit Sharing/401(k) Plan (NY) $33M · 257
- C & K Market, Inc. 401(k) Plan (OR) $33M · 1,029
Similar participant headcount
Nearest other-state filings by covered participants (743 participants); asset peers above are excluded.
- Southern Air, Inc. Cash or Deferred Profit Sharing Plan (VA) 743 · 0 off
- Southwest Power Pool 401(k) Savings Plan (AR) 743 · 0 off
- Sams Holdings 401(k) Retirement Plan (NC) 743 · 0 off
- Mccarter and English Retirement and Savings Plan (NJ) 743 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.