Money Purchase · DOL Form 5500 · 2023
Tecolote Research, Inc. Money Purchase Plan
Data updated 2026-08-25
- $189M
- Total assets Near avg plan size
- 609
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $309,638
- Avg per participant High balance/head
Official DOL plan name: Tecolote Research, Inc. Money Purchase Pension Plan · Sponsored by Tecolote Research, Inc. · California · Professional & Technical Services
$189M in assets, 609 participants
Tecolote Research, Inc.'s Tecolote Research, Inc. Money Purchase Pension Plan reported $189M in total assets and 609 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #19,448 in Professional & Technical Services (20,321 peers)
Where Tecolote Research, Inc. Money Purchase Pension Plan sits by assets
Tecolote Research, Inc. Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $189M for 609 participants (~$309,638/participant), up 20.4% in 2023.
- #19,448
- in Professional & Technical Services (20,321 peers)
- +20.4%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Tecolote Research, Inc. Money Purchase Pension Plan's outsized position by total assets
Tecolote Research, Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$188,569,391 Top 6% higher than 94% 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
Tecolote Research, Inc. Money Purchase Pension 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. Tecolote Research, Inc. Money Purchase Pension Plan sits mid-pack in the medium band (609 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tecolote Research, Inc. Money Purchase Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Tecolote Research, Inc. Money Purchase Pension Plan end-of-year assets rose from $157M in the plan year 2022 filing to $189M in the plan year 2023 filing.
- Tecolote Research, Inc. Money Purchase Pension Plan reported participants rose from 591 in the plan year 2022 filing to 609 in the plan year 2023 filing.
DOL schedule card
Filing strip 952834773 · Tecolote Research, Inc. PY 2023 · Money Purchase
Tecolote Research, Inc. Money Purchase Pension Plan · $189M · 609 · 94th
- PHOTO $189M
- IND 609
- EOY 94th
- 5500 Money Purchase
- ASSETS near Annuity Fund of Heat and Frost Insulators Local 12
- PCT ind #19448
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 Professional & Technical Services retirement plans → · Plans in California →
Tecolote Research, Inc. Money Purchase Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $157M |
|---|---|
| Net Assets (End of Year) | $189M |
| Net Income | $32M |
| Employer EIN | 952834773 |
| Plan Effective Date | 1975-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tecolote Research, Inc.)
Sponsor-wide plan assets over time
All Tecolote Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $556M 37.73228426412526% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,182 | $403M |
| 2023 | 2 | 1,218 | $509M |
| 2024 | 2 | 1,332 | $556M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Tecolote Research, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Annuity Fund of Heat and Frost Insulators Local 12 in NY ($188M); by covered participants it is Local Union 598 Supplemental Pension Plan in OR (611 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($189M here).
- Annuity Fund of Heat and Frost Insulators Local 12 (NY) $188M · 538
- Midwest Pipe Trades Retirement Plan (TN) $190M · 1,501
- Sheet Metal Workers Local 219 Retirement Savings Fund (IL) $184M · 907
- Plumbers Local 24 Annuity Fund (NJ) $183M · 930
Similar participant headcount
Nearest other-state filings by covered participants (609 participants); asset peers above are excluded.
- Local Union 598 Supplemental Pension Plan (OR) 611 · 2 off
- Central Texas College Employees Pension Plan and Trust (TX) 617 · 8 off
- Plumbers & Pipefitters Local 162 Retirement Savings Plan (OH) 619 · 10 off
- Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund (IN) 599 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.