401(k) · DOL Form 5500 · 2024
Adams Diversified Equity Fund, Inc 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 20
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Adams Funds Employee Thrift Plan · Sponsored by Adams Diversified Equity Fund, Inc · Maryland · Finance & Insurance
$31M in assets, 20 participants
Adams Diversified Equity Fund, Inc's Adams Funds Employee Thrift Plan reported $31M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #5,611 in Finance & Insurance (8,549 peers)
Where Adams Funds Employee Thrift Plan sits by assets
Adams Funds Employee Thrift Plan sits in the top quartile of all filed plans by assets, $31M for 20 participants (~$1.6M/participant), up 21.3% in 2024.
- #5,611
- in Finance & Insurance (8,549 peers)
- +21.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Adams Funds Employee Thrift Plan's outsized position by total assets
Adams Funds Employee Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,260,848 Top 22% higher than 78% 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 Funds Employee Thrift 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. Adams Funds Employee Thrift Plan is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Adams Funds Employee Thrift Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Adams Funds Employee Thrift Plan end-of-year assets rose from $26M in the plan year 2023 filing to $31M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 134912740 · Adams Diversified Equity Fund, Inc PY 2024 · 401(k)
Adams Funds Employee Thrift Plan · $31M · 20 · 78th
- RANK $31M
- PHOTO 20
- IND 78th
- EOY 401(k)
- 5500 near Credit Union 1 401(k) Retirement Plan
- ASSETS ind #5611
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 Finance & Insurance retirement plans → · Plans in Maryland →
Adams Funds Employee Thrift Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $5M |
| Employer EIN | 134912740 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adams Diversified Equity Fund, Inc)
Sponsor-wide plan assets over time
All Adams Diversified Equity Fund, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 42.86403451165087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $22M |
| 2023 | 1 | 20 | $26M |
| 2024 | 1 | 20 | $31M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Adams Funds Employee Thrift Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Credit Union 1 401(k) Retirement Plan in IL ($31M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Credit Union 1 401(k) Retirement Plan (IL) $31M · 452
- Ma Laboratories, Inc. 401(k) Plan and Trust (CA) $31M · 270
- Fineos Corporation 401(k) Profit Sharing Plan and Trust (GA) $31M · 229
- Sagility 401(k) Plan (CO) $31M · 3,429
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Aae 401(k) Retirement Plan (MN) 20 · 0 off
- Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
- Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
- Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.