ESOP · DOL Form 5500 · 2023

Triad Engineering, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
129
Participants Small participant base
50th
Percentile by assets National rank
$50,776
Avg per participant Low balance/head
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Official DOL plan name: Triad Engineering, Inc. Employee Stock Ownership Plan · Sponsored by Triad Engineering, Inc. · West Virginia · Professional & Technical Services

$7M in assets, 129 participants

Triad Engineering, Inc.'s Triad Engineering, Inc. Employee Stock Ownership Plan reported $7M in total assets and 129 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.

  • #9,750 in Professional & Technical Services (20,321 peers)

Coverage in West Virginia

Triad Engineering, Inc. Employee Stock Ownership Plan covers 129 participants in West Virginia, about 28% of the average West Virginia filer (state average ~467 per filing). Assets: $7M.

#9,750
in Professional & Technical Services (20,321 peers)
+4.2%
assets growth YoY

Triad Engineering, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Triad Engineering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,550,122 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

Triad Engineering, 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. Triad Engineering, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Triad Engineering, Inc. Employee Stock Ownership Plan reported net income rose from $132K in the plan year 2022 filing to $262K in the plan year 2023 filing.
  • Triad Engineering, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Triad Engineering, Inc. Employee Stock Ownership Plan reported participants rose from 126 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 550592364 · Triad Engineering, Inc. PY 2023 · ESOP

Triad Engineering, Inc. Employee Stock Ownership Plan · $7M · 129 · 50th

  • EIN $7M
  • RANK 129
  • PHOTO 50th
  • IND ESOP
  • EOY near Blm Technologies, Inc Employee Stock Ownership Plan and Trust
  • 5500 ind #9750

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 West Virginia →

Triad Engineering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Murphy Bank Employee Stock Ownership PlanMurphy Bank Employee Stock O…$7MTriad Engineering, Inc. Employee Stock Ownership PlanTriad Engineering, Inc. Empl…$7MBlm Technologies, Inc Employee Stock Ownership Plan and TrustBlm Technologies, Inc Employ…$7MQuintus, Inc. Employee Stock Ownership PlanQuintus, Inc. Employee Stock…$7MTeakdecking Systems ESOP$7M
End-of-year total assets ($M) among Triad Engineering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$262K
Employer EIN550592364
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Triad Engineering, Inc.)

Sponsor-wide plan assets over time

All Triad Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.31582163882187% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.1M $21.3M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 282 $17M
2023 2 299 $19M
2024 2 319 $21M

Nearby ESOP Plans in West Virginia

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

Triad Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Triad Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.550122 · Participants: 129Triad Engineering, Inc. Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 81.933827 · Participants: 61Triton Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 42.811968 · Participants: 325Port Amherst, Ltd. Employee Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 36.78 · Participants: 1687Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 29.237019 · Participants: 137Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanCgp Foods Inc. Employee Stock Ownership Plan, Total assets ($M): 20.596104 · Participants: 282Cgp Foods Inc. Employee Stock Ownership Plan
Triad Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Triad Engineering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside West Virginia, the nearest ESOP by assets is Blm Technologies, Inc Employee Stock Ownership Plan and Trust in MN ($7M); by covered participants it is Mosaic Employee Stock Ownership Plan in WA (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Triad Engineering, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Triad Engineering, Inc. Employee Stock Ownership Plan edged up modestly - up 4.2% during 2023, from $6M to $7M. Reported net income was $262K.
How have Triad Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Triad Engineering, Inc.'s sponsor-wide assets grew 24.3%, from $17M to $21M.
Which ESOP plans are similar in size to Triad Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blm Technologies, Inc Employee Stock Ownership Plan and Trust in MN ($7M, 49 participants).
Which ESOP plans cover a similar participant headcount to Triad Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mosaic Employee Stock Ownership Plan in WA (129 participants, $13M 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 550592364.

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.