ESOP · DOL Form 5500 · 2023
Trial Behavior Consulting, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $97,832
- Avg per participant Below avg balance/head
Official DOL plan name: Trial Behavior Consulting, Inc. Employee Stock Ownership Plan · Sponsored by Trial Behavior Consulting, Inc. · California · Professional & Technical Services
$2M in assets, 23 participants
Trial Behavior Consulting, Inc.'s Trial Behavior Consulting, Inc. Employee Stock Ownership Plan reported $2M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,693 in Professional & Technical Services (20,321 peers)
Trial Behavior Consulting, Inc. multi-year trail
Trial Behavior Consulting, Inc.'s plans moved +60.0% in assets from 2022 to 2024; this filing shows Trial Behavior Consulting, Inc. Employee Stock Ownership Plan at $2M / 23 participants.
- #5,693
- in Professional & Technical Services (20,321 peers)
- +29.7%
- assets growth YoY
Trial Behavior Consulting, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Trial Behavior Consulting, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,250,137 32nd percentile higher than 32% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Trial Behavior Consulting, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trial Behavior Consulting, Inc. Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trial Behavior Consulting, Inc. Employee Stock Ownership Plan reported net income rose from $227K in the plan year 2022 filing to $514K in the plan year 2023 filing.
- Trial Behavior Consulting, Inc. Employee Stock Ownership Plan reported participants rose from 13 in the plan year 2022 filing to 23 in the plan year 2023 filing.
- Trial Behavior Consulting, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 680025066 · Trial Behavior Consulting, Inc. PY 2023 · ESOP
Trial Behavior Consulting, Inc. Employee Stock Ownership Plan · $2M · 23 · 32nd
- BOY $2M
- BOY 23
- BOY 32nd
- BOY ESOP
- BOY near Robson Forensic Employee Stock Ownership Plan
- BOY ind #5693
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 →
Trial Behavior Consulting, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Trial Behavior Consulting, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Trial Behavior Consulting, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 59.97799617670603% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $2M |
| 2023 | 1 | 23 | $2M |
| 2024 | 1 | 21 | $3M |
Trial Behavior Consulting, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $514K |
| Employer EIN | 680025066 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Trial Behavior Consulting, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Robson Forensic Employee Stock Ownership Plan in PA ($2M); by covered participants it is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.