ESOP · DOL Form 5500 · 2022

Tecolote Research, Inc. ESOP

Data updated 2026-08-25

$247M
Total assets Near avg plan size
591
Participants Below avg headcount
96th
Percentile by assets National rank
$417,474
Avg per participant High balance/head
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Official DOL plan name: Tecolote Research, Inc. Employee Stock Ownership Plan · Sponsored by Tecolote Research, Inc. · California · Professional & Technical Services

$247M in assets, 591 participants

Tecolote Research, Inc.'s Tecolote Research, Inc. Employee Stock Ownership Plan reported $247M in total assets and 591 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,985 in Professional & Technical Services (21,562 peers)

Where Tecolote Research, Inc. Employee Stock Ownership Plan sits by assets

Tecolote Research, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $247M for 591 participants (~$417,474/participant), up 7.6% in 2022.

#20,985
in Professional & Technical Services (21,562 peers)
+7.6%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Tecolote Research, Inc. Employee Stock Ownership Plan's outsized position by total assets

Tecolote Research, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$246,727,408 Top 4% higher than 96% 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

Tecolote Research, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan sits mid-pack in the medium band (591 participants).

Plan-year Form 5500 strip

Filing strip 952834773 · Tecolote Research, Inc. PY 2022 · ESOP

Tecolote Research, Inc. Employee Stock Ownership Plan · $247M · 591 · 96th

  • PCT $247M
  • PCT 591
  • PCT 96th
  • PCT ESOP
  • PCT near Lockheed Martin Corporation Capital Accumulation Plan
  • PCT ind #20985

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 California →

Tecolote Research, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Brent Scarbrough & Company Employee Stock Ownership PlanBrent Scarbrough & Company E…$253MHolden Industries, Inc. Employee Stock Ownership PlanHolden Industries, Inc. Empl…$252MLockheed Martin Corporation Capital Accumulation PlanLockheed Martin Corporation …$247MTecolote Research, Inc. Employee Stock Ownership PlanTecolote Research, Inc. Empl…$247MTrek Bicycle Corporation Employee Stock Ownership PlanTrek Bicycle Corporation Emp…$240M
End-of-year total assets ($M) among Tecolote Research, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$229M
Net Assets (End of Year)$217M
Net Income$18M
Employer EIN952834773
Plan Effective Date1974-01-01
Filing StatusFILING 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
$350M$400M$450M$500M$550M$600M 202220232024 $403M $556M ▲ +37.7%
Year Plans Participants Total Assets
2022 2 1,182 $403M
2023 2 1,218 $509M
2024 2 1,332 $556M

Nearby ESOP Plans in California

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

Tecolote Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 01234 Total assets ($B) Participants Tecolote Research, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.246727408 · Participants: 591Tecolote Research, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Tecolote Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Tecolote Research, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Tecolote Research, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Lockheed Martin Corporation Capital Accumulation Plan in MD ($247M); by covered participants it is Bandit Holding Company, Inc. Employee Stock Ownership Plan in MI (591 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (591 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 did Tecolote Research, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Tecolote Research, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.6% during 2022, from $229M to $247M. Reported net income was $18M.
How have Tecolote Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tecolote Research, Inc.'s sponsor-wide assets grew 37.7%, from $403M to $556M.
Where does Tecolote Research, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Tecolote Research, Inc. Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Tecolote Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lockheed Martin Corporation Capital Accumulation Plan in MD ($247M, 4,213 participants).
Which ESOP plans cover a similar participant headcount to Tecolote Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bandit Holding Company, Inc. Employee Stock Ownership Plan in MI (591 participants, $182M 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 952834773.

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.