ESOP · DOL Form 5500 · 2023

Tecolote Research, Inc. ESOP

Data updated 2026-08-25

$321M
Total assets Above avg plan size
609
Participants Below avg headcount
96th
Percentile by assets National rank
$526,773
Avg per participant High balance/head
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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.

  • #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.

#19,779
in Professional & Technical Services (20,321 peers)
+30.0%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Tecolote Research, Inc. Employee Stock Ownership Plan's outsized position by total assets

Tecolote Research, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$320,804,850 Top 4% higher than 96% 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

Tecolote Research, 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. Tecolote Research, Inc. Employee Stock Ownership 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. 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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952834773 · Tecolote Research, Inc. PY 2023 · ESOP

Tecolote Research, Inc. Employee Stock Ownership Plan · $321M · 609 · 96th

  • BOY $321M
  • SCH 609
  • EBSA 96th
  • PART ESOP
  • TYPE near New River Electrical Corporation Employee Stock Ownership Plan
  • NET ind #19779

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 →

Tecolote Research, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Thirty Fifteen Employee Stock Ownership PlanThirty Fifteen Employee Stoc…$324MModern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustModern Technology Solutions,…$322MNew River Electrical Corporation Employee Stock Ownership PlanNew River Electrical Corpora…$321MTecolote Research, Inc. Employee Stock Ownership PlanTecolote Research, Inc. Empl…$321MBrown Capital Management ESOP$320M
End-of-year total assets ($M) among Tecolote Research, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$247M
Net Assets (End of Year)$292M
Net Income$75M
Employer EIN952834773
Plan Effective Date1974-01-01
Filing StatusFILING 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
$350M$400M$450M$500M$550M$600M 202220232024 $403M $556M ▲ +37.7%
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 Scatter plot of 6 data points. -20000200040006000800010000 01234 Total assets ($B) Participants Tecolote Research, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.32080485 · Participants: 609Tecolote Research, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Tecolote Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Tecolote Research, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is New River Electrical Corporation Employee Stock Ownership Plan in VA ($321M); by covered participants it is Fbg Service Corporation Employee Stock Ownership Plan in NE (610 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (609 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 Tecolote Research, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Tecolote Research, Inc. Employee Stock Ownership Plan surged - up 30.0% during 2023, from $247M to $321M. Reported net income was $75M.
How have Tecolote Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tecolote Research, Inc.'s sponsor-wide assets grew 37.7%, from $403M to $556M.
Where does Tecolote Research, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Tecolote Research, Inc. Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Tecolote Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is New River Electrical Corporation Employee Stock Ownership Plan in VA ($321M, 444 participants).
Which ESOP plans cover a similar participant headcount to Tecolote Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fbg Service Corporation Employee Stock Ownership Plan in NE (610 participants, $38M 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 952834773.

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.