ESOP · DOL Form 5500 · 2023

Tuxedo Investments, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
25
Participants Small participant base
72nd
Percentile by assets National rank
$779,684
Avg per participant High balance/head
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Official DOL plan name: Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Tuxedo Investments, Inc. · Texas · Wholesale Trade

$19M in assets, 25 participants

Tuxedo Investments, Inc.'s Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement reported $19M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,346 in Wholesale Trade (6,309 peers)

Tuxedo Investments, Inc. multi-year trail

Tuxedo Investments, Inc.'s plans moved +117.2% in assets from 2022 to 2024; this filing shows Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement at $19M / 25 participants.

#4,346
in Wholesale Trade (6,309 peers)
+123.8%
assets growth YoY

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement's outsized position by total assets

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$19,492,105 Top 28% higher than 72% 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

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement reported net income rose from -$22M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $9M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement reported participants fell from 33 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 830393723 · Tuxedo Investments, Inc. PY 2023 · ESOP

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement · $19M · 25 · 72nd

  • PART $19M
  • PART 25
  • PART 72nd
  • PART ESOP
  • PART near Crown Enterprises, Inc. Employee Stock Ownership Plan
  • PART ind #4346

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 →

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

Commercial Tire, Inc. Employee Stock Ownership Plan and TrustCommercial Tire, Inc. Employ…$20MTuxedo Investments, Inc. Employee Stock Ownership Plan and Trust AgreementTuxedo Investments, Inc. Emp…$19MCrown Enterprises, Inc. Employee Stock Ownership PlanCrown Enterprises, Inc. Empl…$19MWph Employee Stock Ownership PlanWph Employee Stock Ownership…$19MLantz Construction Company Employee Stock Ownership Plan and TrustLantz Construction Company E…$19M
End-of-year total assets ($M) among Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tuxedo Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tuxedo Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 117.23306544202066% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.71M $18.9M ▲ +117.2%
Year Plans Participants Total Assets
2022 1 33 $9M
2023 1 25 $19M
2024 1 N/A $19M

Tuxedo Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$11M
Net Income$11M
Employer EIN830393723
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 0.019492105 · Participants: 25Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust AgreementSammons 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
Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Texas, assets vs. participants
Compare Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Crown Enterprises, Inc. Employee Stock Ownership Plan in MT ($19M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement assets move in 2023? ▼
Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement surged - up 123.8% during 2023, from $9M to $19M. Reported net income was $11M.
How have Tuxedo Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tuxedo Investments, Inc.'s sponsor-wide assets grew 117.2%, from $9M to $19M.
Which ESOP plans are similar in size to Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is Crown Enterprises, Inc. Employee Stock Ownership Plan in MT ($19M, 96 participants).
Which ESOP plans cover a similar participant headcount to Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 830393723.

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.