ESOP · DOL Form 5500 · 2023

Tri Dal Excavation & Utilities, Inc. ESOP

Data updated 2026-08-25

$36M
Total assets Below avg plan size
212
Participants Below avg headcount
82nd
Percentile by assets National rank
$170,897
Avg per participant Above avg balance/head
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Official DOL plan name: Tri Dal Employee Stock Ownership Plan · Sponsored by Tri Dal Excavation & Utilities, Inc. · Texas · Construction

$36M in assets, 212 participants

Tri Dal Excavation & Utilities, Inc.'s Tri Dal Employee Stock Ownership Plan reported $36M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,237 in Construction (9,030 peers)

Coverage in Texas

Tri Dal Employee Stock Ownership Plan covers 212 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $36M.

#7,237
in Construction (9,030 peers)
+95.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tri Dal Employee Stock Ownership Plan's outsized position by total assets

Tri Dal Employee Stock Ownership Plan vs every filed plan by assets

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

$36,230,194 Top 18% higher than 82% 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

Tri Dal 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. Tri Dal Employee Stock Ownership Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri Dal Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Tri Dal Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Tri Dal Employee Stock Ownership Plan reported participants rose from 205 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752378301 · Tri Dal Excavation & Utilities, Inc. PY 2023 · ESOP

Tri Dal Employee Stock Ownership Plan · $36M · 212 · 82nd

  • PART $36M
  • PART 212
  • PART 82nd
  • PART ESOP
  • PART near Realityworks Employee Stock Ownership Plan
  • PART ind #7237

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 →

Tri Dal Employee Stock Ownership Plan in the asset neighbourhood

Gmb Architecture & Engineering Employee Stock Ownership PlanGmb Architecture & Engineeri…$36MTri Dal Employee Stock Ownership PlanTri Dal Employee Stock Owner…$36MRealityworks Employee Stock Ownership PlanRealityworks Employee Stock …$36MMadison Investment Employee Stock Ownership PlanMadison Investment Employee …$36MEmbroidery Library, Inc Employee Stock Ownership Plan and TrustEmbroidery Library, Inc Empl…$36M
End-of-year total assets ($M) among Tri Dal Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$2M
Net Income$19M
Employer EIN752378301
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri Dal Excavation & Utilities, Inc.)

Sponsor-wide plan assets over time

All Tri Dal Excavation & Utilities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 194.83320853186706% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $18.6M $54.8M ▲ +194.8%
Year Plans Participants Total Assets
2022 1 205 $19M
2023 1 212 $36M
2024 1 225 $55M

Nearby ESOP Plans in Texas

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

Tri Dal Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Tri Dal Employee Stock Ownership Plan, Total assets ($B): 0.036230194 · Participants: 212Tri Dal Employee Stock Ownership PlanSammons 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
Tri Dal Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Tri Dal Employee Stock Ownership Plan side-by-side with 3 peers →

Tri Dal Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Realityworks Employee Stock Ownership Plan in WI ($36M); by covered participants it is Ljt & Associates, Inc. Profit Sharing Plan in CO (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Tri Dal Employee Stock Ownership Plan assets move in 2023? ▼
Tri Dal Employee Stock Ownership Plan surged - up 95.0% during 2023, from $19M to $36M. Reported net income was $19M.
How have Tri Dal Excavation & Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri Dal Excavation & Utilities, Inc.'s sponsor-wide assets grew 194.8%, from $19M to $55M.
Where does Tri Dal Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Tri Dal Employee Stock Ownership Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Tri Dal Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Realityworks Employee Stock Ownership Plan in WI ($36M, 60 participants).
Which ESOP plans cover a similar participant headcount to Tri Dal Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ljt & Associates, Inc. Profit Sharing Plan in CO (212 participants, $274K 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 752378301.

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.