ESOP · DOL Form 5500 · 2022

Tecolote Research, Inc. ESOP

Data updated 2026-08-11

$247M
Total assets
591
Participants
96th
Percentile by assets
$417,474
Avg per participant
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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.

  • 96th percentile by assets (of 139,126 plans)
  • #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.

$247M
total plan assets (2022 EOY)
591
covered participants
96th
percentile by assets (of 139,126 plans)
$417,474
avg assets per participant

Tecolote Research, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Tecolote Research, Inc. Employee Stock Ownership Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

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.)

$350M$400M$450M$500M$550M$600M 202220232024 $403M $556M ▲ +37.7%
Total plan assets by year, all Tecolote Research, Inc. plans on file
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

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, I…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Recology Employee St…Agron, Inc. Employee…
Tecolote Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Tecolote Research, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

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