Money Purchase · DOL Form 5500 · 2022
Tecolote Research, Inc. Money Purchase Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 591
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $264,984
- Avg per participant High balance/head
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.
- #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.
- #20,673
- in Professional & Technical Services (21,562 peers)
- -1.1%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
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.
Tecolote Research, Inc. Money Purchase Pension Plan's outsized position 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 among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tecolote Research, Inc. Money Purchase Pension Plan sits mid-pack in the medium band (591 participants).
Form 5500 schedule snapshot
Filing strip 952834773 · Tecolote Research, Inc. PY 2022 · Money Purchase
Tecolote Research, Inc. Money Purchase Pension Plan · $157M · 591 · 95th
- RANK $157M
- RANK 591
- RANK 95th
- RANK Money Purchase
- RANK near Sheet Metal Workers Local 219 Retirement Savings Fund
- RANK ind #20673
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 Professional & Technical Services retirement plans → · Plans in California →
Tecolote Research, Inc. Money Purchase Pension Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Tecolote Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $556M 37.73228426412526% vs 2022
- 2024 filing year
| 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.
- 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
Tecolote Research, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Sheet Metal Workers Local 219 Retirement Savings Fund in IL ($158M); by covered participants it is IBEW Local #972 Pension Plan and Trust in OH (591 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (591 participants); asset peers above are excluded.
- IBEW Local #972 Pension Plan and Trust (OH) 591 · 0 off
- Ascension Healthcare Legacy Money Purchase Pension Plan (MO) 590 · 1 off
- Equinor US Holdings Inc. Money Purchase Pension Plan (CT) 593 · 2 off
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton (PA) 595 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.