Money Purchase · DOL Form 5500 · 2022
Tecolote Research, Inc. Money Purchase Plan
Data updated 2026-08-11
- $157M
- Total assets
- 591
- Participants
- 95th
- Percentile by assets
- $264,984
- Avg per participant
Official DOL plan name: Tecolote Research, Inc. Money Purchase Pension Plan · Sponsored by Tecolote Research, Inc. · California · Professional & Technical Services
$157M in assets, 591 participants
Tecolote Research, Inc.'s Tecolote Research, Inc. Money Purchase Pension Plan reported $157M in total assets and 591 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #20,673 in Professional & Technical Services (21,562 peers)
Where Tecolote Research, Inc. Money Purchase Pension Plan sits by assets
Tecolote Research, Inc. Money Purchase Pension Plan sits in the top 5% of all filed plans by assets, $157M for 591 participants (~$264,984/participant), down 1.1% in 2022.
- $157M
- total plan assets (2022 EOY)
- 591
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $264,984
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Tecolote Research, Inc. Money Purchase Pension Plan sits by total assets
Tecolote Research, Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$156,605,499 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tecolote Research, Inc. Money Purchase Pension Plan vs the 2022 asset distribution
By assets, Tecolote Research, Inc. Money Purchase Pension Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | -$2M |
| Employer EIN | 952834773 |
| Plan Effective Date | 1975-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tecolote Research, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,182 | $403M |
| 2023 | 2 | 1,218 | $509M |
| 2024 | 2 | 1,332 | $556M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Tecolote Research, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Tecolote Research, Inc. Money Purchase Pension Plan by total assets, not by location.
- Sheet Metal Workers Local 219 Retirement Savings Fund (IL) $158M · 839
- Midwest Pipe Trades Retirement Plan (TN) $159M · 1,481
- Research Foundation for Mental Hygiene, Inc. DC Retirement Plan (NY) $154M · 1,065
- Southern States Savings & Retirement Plan Trust (FL) $160M · 13,122
Frequently Asked Questions
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Scale reading
Ways to act on Tecolote Research, Inc. Money Purchase Pension Plan's numbers.
- By total assets, Tecolote Research, Inc. Money Purchase Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Tecolote Research, Inc.'s sponsor-wide assets have grown 37.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans