ESOP · DOL Form 5500 · 2024

Tri Dal Excavation & Utilities, Inc. ESOP

Data updated 2026-07-24

$55M
Total assets
225
Participants
85th
Percentile by assets
$243,469
Avg per participant
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Official DOL plan name: Tri Dal Employee Stock Ownership Plan · Sponsored by Tri Dal Excavation & Utilities, Inc. · Texas · Construction

$55M in assets, 225 participants

Tri Dal Excavation & Utilities, Inc.'s Tri Dal Employee Stock Ownership Plan reported $55M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 116,472 plans)

Coverage in Texas

Tri Dal Employee Stock Ownership Plan covers 225 participants in Texas, about 32% of the average Texas filer (state average ~704 per filing). Assets: $55M.

$55M
total plan assets (2024 EOY)
225
covered participants
85th
percentile by assets (of 116,472 plans)
$243,469
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tri Dal Employee Stock Ownership Plan end-of-year assets rose from $36M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Tri Dal Employee Stock Ownership Plan reported participants rose from 212 in the plan year 2023 filing to 225 in the plan year 2024 filing.
  • Tri Dal Employee Stock Ownership Plan reported net income rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Texas filers

In Texas, the average filing covers about 704 participants across 9,718 plans. Tri Dal Employee Stock Ownership Plan reports 225 participants - about 32% of that state average ($55M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$23M
Net Income$20M
Employer EIN752378301
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri Dal Excavation & Utilities, Inc.)

$0M$20M$40M$60M 202220232024 $18.6M $54.8M ▲ +194.8%
Total plan assets by year, all Tri Dal Excavation & Utilities, Inc. plans on file
Year Plans Participants Total Assets
2022 1 205 $19M
2023 1 212 $36M
2024 1 225 $55M

Nearby ESOP Plans in Texas

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

Tri Dal Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Tri Dal Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Tri Dal Employee Sto…Sammons Enterprises,…Highland Homes Emplo…Austin Industries Em…Lja Engineering, Inc…Air Tractor Holdings…
Tri Dal Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Tri Dal Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Tri Dal Employee Stock Ownership Plan assets move in 2024?
Tri Dal Employee Stock Ownership Plan surged - up 51.2% during 2024, from $36M to $55M. Reported net income was $20M.
How have Tri Dal Excavation & Utilities, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Tri Dal Excavation & Utilities, Inc.'s sponsor-wide assets grew 194.8%, from $19M to $55M.
Where does Tri Dal Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Tri Dal Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Tri Dal Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Sc&h Group, Inc. Employee Stock Ownership Plan in MD ($55M, 331 participants).

Next read for Tri Dal Employee Stock Ownership Plan

Filing takeaways

Ways to act on Tri Dal Employee Stock Ownership Plan's numbers.

  • By total assets, Tri Dal Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
  • Tri Dal Excavation & Utilities, Inc.'s sponsor-wide assets have grown 194.8% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752378301.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.