ESOP · DOL Form 5500 · 2024
Texas Research International, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $57,691
- Avg per participant Low balance/head
Official DOL plan name: Texas Research International, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Texas Research International, Inc. · Texas · Professional & Technical Services
$6M in assets, 102 participants
Texas Research International, Inc.'s Texas Research International, Inc. Employee Stock Ownership Plan & Trust reported $6M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,621 in Professional & Technical Services (20,173 peers)
Coverage in Texas
Texas Research International, Inc. Employee Stock Ownership Plan & Trust covers 102 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $6M.
- #8,621
- in Professional & Technical Services (20,173 peers)
- -11.1%
- assets change YoY
The plan reported a net loss of $734K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Texas Research International, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Texas Research International, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,884,459 45th percentile higher than 45% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Texas Research International, Inc. Employee Stock Ownership Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Research International, Inc. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (102 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Texas Research International, Inc. Employee Stock Ownership Plan & Trust end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Texas Research International, Inc. Employee Stock Ownership Plan & Trust reported net income rose from -$799K in the plan year 2023 filing to -$734K in the plan year 2024 filing.
- Texas Research International, Inc. Employee Stock Ownership Plan & Trust reported participants fell from 104 in the plan year 2023 filing to 102 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 741818834 · Texas Research International, Inc. PY 2024 · ESOP
Texas Research International, Inc. Employee Stock Ownership Plan & Trust · $6M · 102 · 45th
- EOY $6M
- 5500 102
- ASSETS 45th
- PCT ESOP
- EIN near Pac Manufacturing, Inc. Employee Stock Ownership Plan
- RANK ind #8621
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 →
Texas Research International, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$734K |
| Employer EIN | 741818834 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Research International, Inc.)
Sponsor-wide plan assets over time
All Texas Research International, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 24.11308359904785% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 232 | $24M |
| 2023 | 2 | 244 | $27M |
| 2024 | 2 | 243 | $30M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
- Highland Homes Employee Stock Ownership Plan $983M · 891
- Austin Industries Employee Stock Ownership Plan $527M · 7,703
- Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350
Texas Research International, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Pac Manufacturing, Inc. Employee Stock Ownership Plan in MI ($6M); by covered participants it is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.