ESOP · DOL Form 5500 · 2023
Tecolote Research, Inc. ESOP
Data updated 2026-08-11
- $321M
- Total assets
- 609
- Participants
- 96th
- Percentile by assets
- $526,773
- Avg per participant
Official DOL plan name: Tecolote Research, Inc. Employee Stock Ownership Plan · Sponsored by Tecolote Research, Inc. · California · Professional & Technical Services
$321M in assets, 609 participants
Tecolote Research, Inc.'s Tecolote Research, Inc. Employee Stock Ownership Plan reported $321M in total assets and 609 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #19,779 in Professional & Technical Services (20,321 peers)
Where Tecolote Research, Inc. Employee Stock Ownership Plan sits by assets
Tecolote Research, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $321M for 609 participants (~$526,773/participant), up 30.0% in 2023.
- $321M
- total plan assets (2023 EOY)
- 609
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $526,773
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tecolote Research, Inc. Employee Stock Ownership Plan reported net income rose from $18M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- Tecolote Research, Inc. Employee Stock Ownership Plan end-of-year assets rose from $247M in the plan year 2022 filing to $321M in the plan year 2023 filing.
- Tecolote Research, Inc. Employee Stock Ownership Plan reported participants rose from 591 in the plan year 2022 filing to 609 in the plan year 2023 filing.
Tecolote Research, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Tecolote Research, Inc. Employee Stock Ownership Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $247M |
|---|---|
| Net Assets (End of Year) | $292M |
| Net Income | $75M |
| Employer EIN | 952834773 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tecolote Research, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,182 | $403M |
| 2023 | 2 | 1,218 | $509M |
| 2024 | 2 | 1,332 | $556M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Tecolote Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Tecolote Research, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Tecolote Research, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Tecolote Research, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Tecolote Research, Inc.'s sponsor-wide assets have grown 37.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans