ESOP · DOL Form 5500 · 2022

Tuxedo Investments, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
33
Participants Small participant base
62nd
Percentile by assets National rank
$263,939
Avg per participant High balance/head
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Official DOL plan name: Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Tuxedo Investments, Inc. · Texas · Wholesale Trade

$9M in assets, 33 participants

Tuxedo Investments, Inc.'s Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement reported $9M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,665 in Wholesale Trade (6,843 peers)

Tuxedo Investments, Inc. multi-year trail

Tuxedo Investments, Inc.'s plans moved +117.2% in assets from 2022 to 2024; this filing shows Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement at $9M / 33 participants.

#3,665
in Wholesale Trade (6,843 peers)
-$22M
reported net income

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement's mid-pack asset rank among Wholesale Trade and all filers

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,710,000 Top 38% higher than 62% of 139,123 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 2022

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement is a small filing (33 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 830393723 · Tuxedo Investments, Inc. PY 2022 · ESOP

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement · $9M · 33 · 62nd

  • PCT $9M
  • EIN 33
  • RANK 62nd
  • PHOTO ESOP
  • IND near Red River Refrigeration, Inc. Employee Stock Ownership Plan
  • EOY ind #3665

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 →

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

Red River Refrigeration, Inc. Employee Stock Ownership PlanRed River Refrigeration, Inc…$9MC.a. Group, Inc. Employee Stock Ownership PlanC.a. Group, Inc. Employee St…$9MTuxedo Investments, Inc. Employee Stock Ownership Plan and Trust AgreementTuxedo Investments, Inc. Emp…$9MParratt-Wolff, Inc. Employee Stock Ownership PlanParratt-Wolff, Inc. Employee…$9MThe Innsbrook Corporation Employee Stock Ownership PlanThe Innsbrook Corporation Em…$9M
End-of-year total assets ($M) among Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tuxedo Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tuxedo Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 117.23306544202066% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.71M $18.9M ▲ +117.2%
Year Plans Participants Total Assets
2022 1 33 $9M
2023 1 25 $19M
2024 1 N/A $19M

Tuxedo Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$22M
Net Income-$22M
Employer EIN830393723
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 0.00871 · Participants: 33Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust AgreementSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Texas, assets vs. participants
Compare Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Red River Refrigeration, Inc. Employee Stock Ownership Plan in ND ($9M); by covered participants it is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Tuxedo Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tuxedo Investments, Inc.'s sponsor-wide assets grew 117.2%, from $9M to $19M.
Which ESOP plans are similar in size to Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is Red River Refrigeration, Inc. Employee Stock Ownership Plan in ND ($9M, 47 participants).
Which ESOP plans cover a similar participant headcount to Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830393723.

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.