ESOP · DOL Form 5500 · 2023

Texas Research International, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
104
Participants Small participant base
50th
Percentile by assets National rank
$63,640
Avg per participant Low balance/head
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Official DOL plan name: Texas Research International, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Texas Research International, Inc. · Texas · Professional & Technical Services

$7M in assets, 104 participants

Texas Research International, Inc.'s Texas Research International, Inc. Employee Stock Ownership Plan & Trust reported $7M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,805 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Texas Research International, Inc. Employee Stock Ownership Plan & Trust covers 104 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#9,805
in Professional & Technical Services (20,321 peers)
-10.8%
assets change YoY

The plan reported a net loss of $799K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Texas Research International, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Texas Research International, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$6,618,523 Top 50% higher than 50% 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

Texas Research International, Inc. Employee Stock Ownership Plan & Trust 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. Texas Research International, Inc. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Research International, Inc. Employee Stock Ownership Plan & Trust reported net income fell from -$300K in the plan year 2022 filing to -$799K in the plan year 2023 filing.
  • Texas Research International, Inc. Employee Stock Ownership Plan & Trust end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Texas Research International, Inc. Employee Stock Ownership Plan & Trust reported participants fell from 108 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741818834 · Texas Research International, Inc. PY 2023 · ESOP

Texas Research International, Inc. Employee Stock Ownership Plan & Trust · $7M · 104 · 50th

  • BOY $7M
  • SCH 104
  • EBSA 50th
  • PART ESOP
  • TYPE near Cambron Engineering, Inc. Employee Stock Ownership Plan
  • NET ind #9805

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 Texas →

Texas Research International, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Texas Research International, Inc. Employee Stock Ownership Plan & TrustTexas Research International…$7MCambron Engineering, Inc. Employee Stock Ownership PlanCambron Engineering, Inc. Em…$7MSynterra Employee Stock Ownership PlanSynterra Employee Stock Owne…$7MInternational Hydraulics, Inc. Employee Stock Ownership PlanInternational Hydraulics, In…$7MShasta Forest Products, Inc. Employee Stock Ownership PlanShasta Forest Products, Inc.…$7M
End-of-year total assets ($M) among Texas Research International, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$799K
Employer EIN741818834
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Research International, Inc.)

Sponsor-wide plan assets over time

All Texas Research International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 24.11308359904785% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.8M $29.6M ▲ +24.1%
Year Plans Participants Total Assets
2022 2 232 $24M
2023 2 244 $27M
2024 2 243 $30M

Nearby ESOP Plans in Texas

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

Texas Research International, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Texas Research International, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.006618523 · Participants: 104Texas Research International, Inc. Employee Stock Ownership Plan & TrustSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Texas Research International, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Texas, assets vs. participants
Compare Texas Research International, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Cambron Engineering, Inc. Employee Stock Ownership Plan in MI ($7M); by covered participants it is Ffb Bancorp Employee Stock Ownership Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Texas Research International, Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Texas Research International, Inc. Employee Stock Ownership Plan & Trust pulled back noticeably - down 10.8% during 2023, from $7M to $7M. Reported net income was -$799K.
How have Texas Research International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Research International, Inc.'s sponsor-wide assets grew 24.1%, from $24M to $30M.
Which ESOP plans are similar in size to Texas Research International, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Cambron Engineering, Inc. Employee Stock Ownership Plan in MI ($7M, 39 participants).
Which ESOP plans cover a similar participant headcount to Texas Research International, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Ffb Bancorp Employee Stock Ownership Plan in CA (104 participants, $14M 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 741818834.

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.