ESOP · DOL Form 5500 · 2023
Tri Dal Excavation & Utilities, Inc. ESOP
Data updated 2026-08-11
- $36M
- Total assets
- 212
- Participants
- 82nd
- Percentile by assets
- $170,897
- Avg per participant
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.
- 82nd percentile by assets (of 127,072 plans)
- #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.
- $36M
- total plan assets (2023 EOY)
- 212
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $170,897
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Tri Dal Employee Stock Ownership Plan reports 212 participants - about 31% of that state average ($36M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $19M |
| Employer EIN | 752378301 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri Dal Excavation & Utilities, Inc.)
| 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
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Tri Dal Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Tri Dal Employee Stock Ownership Plan assets move in 2023? ▼
How have Tri Dal Excavation & Utilities, Inc. plan assets changed over time? ▼
Where does Tri Dal Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Tri Dal Employee Stock Ownership Plan? ▼
Next read for Tri Dal Employee Stock Ownership Plan
Filing takeaways
Ways to act on Tri Dal Employee Stock Ownership Plan's numbers.
- By total assets, Tri Dal Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Tri Dal Excavation & Utilities, Inc.'s sponsor-wide assets have grown 194.8% since 2022 across 3 plan years on file. More Construction plans