ESOP · DOL Form 5500 · 2023

Tactical Engineering & Analysis, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
186
Participants Below avg headcount
68th
Percentile by assets National rank
$84,737
Avg per participant Below avg balance/head
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Official DOL plan name: Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan · Sponsored by Tactical Engineering & Analysis, Inc. · California · Professional & Technical Services

$16M in assets, 186 participants

Tactical Engineering & Analysis, Inc.'s Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan reported $16M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,718 in Professional & Technical Services (20,321 peers)

Coverage in California

Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan covers 186 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $16M.

#13,718
in Professional & Technical Services (20,321 peers)
+66.7%
assets growth YoY

Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan's outsized position by total assets

Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$15,761,065 Top 32% higher than 68% of 127,068 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 2023

Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan reported participants rose from 162 in the plan year 2022 filing to 186 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330830317 · Tactical Engineering & Analysis, Inc. PY 2023 · ESOP

Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan · $16M · 186 · 68th

  • EBSA $16M
  • PART 186
  • TYPE 68th
  • NET ESOP
  • BOOK near Swanson & Youngdale Employee Stock Ownership Plan
  • VS-ST ind #13718

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 →

Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Diversified Lighting Associates, Inc. Employee Stock Ownership PlanDiversified Lighting Associa…$16MPeter Basso Associates, Inc Employee Stock Ownership PlanPeter Basso Associates, Inc …$16MTactical Engineering & Analysis, Inc. Employee Stock Ownership PlanTactical Engineering & Analy…$16MSwanson & Youngdale Employee Stock Ownership PlanSwanson & Youngdale Employee…$16MMaterial Motion, Inc. Employee Stock Ownership PlanMaterial Motion, Inc. Employ…$16M
End-of-year total assets ($M) among Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$7M
Employer EIN330830317
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tactical Engineering & Analysis, Inc.)

Sponsor-wide plan assets over time

All Tactical Engineering & Analysis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 66.22654287540409% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33.6M $55.8M ▲ +66.2%
Year Plans Participants Total Assets
2022 2 349 $34M
2023 2 403 $45M
2024 2 453 $56M

Nearby ESOP Plans in California

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

Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.015761065 · Participants: 186Tactical Engineering & Analysis, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Swanson & Youngdale Employee Stock Ownership Plan in MN ($16M); by covered participants it is Golden Artist Colors, Inc. Employee Stock Ownership Plan in NY (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan surged - up 66.7% during 2023, from $9M to $16M. Reported net income was $7M.
How have Tactical Engineering & Analysis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tactical Engineering & Analysis, Inc.'s sponsor-wide assets grew 66.2%, from $34M to $56M.
Which ESOP plans are similar in size to Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Swanson & Youngdale Employee Stock Ownership Plan in MN ($16M, 41 participants).
Which ESOP plans cover a similar participant headcount to Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Golden Artist Colors, Inc. Employee Stock Ownership Plan in NY (186 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330830317.

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.