ESOP · DOL Form 5500 · 2024

Tri Dal Excavation & Utilities, Inc. ESOP

Data updated 2026-08-25

$55M
Total assets Below avg plan size
225
Participants Below avg headcount
85th
Percentile by assets National rank
$243,469
Avg per participant Above avg balance/head
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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.

  • #7,539 in Construction (9,039 peers)

Coverage in Texas

Tri Dal Employee Stock Ownership Plan covers 225 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $55M.

#7,539
in Construction (9,039 peers)
+51.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Tri Dal Employee Stock Ownership Plan's outsized position by total assets

Tri Dal Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$54,780,532 Top 15% higher than 85% of 123,620 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 2024

Tri Dal Employee Stock Ownership Plan 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. Tri Dal Employee Stock Ownership Plan sits mid-pack in the medium band (225 participants).

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 →

Published 5500 schedule card

Filing strip 752378301 · Tri Dal Excavation & Utilities, Inc. PY 2024 · ESOP

Tri Dal Employee Stock Ownership Plan · $55M · 225 · 85th

  • PART $55M
  • PART 225
  • PART 85th
  • PART ESOP
  • PART near Sc&h Group, Inc. Employee Stock Ownership Plan
  • PART ind #7539

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 →

Tri Dal Employee Stock Ownership Plan in the asset neighbourhood

Bayer Construction Company, Inc. Employee Stock Ownership TrustBayer Construction Company, …$55MJteam Inc Employee Stock Ownership PlanJteam Inc Employee Stock Own…$55MViking Drill & Tool, Inc. Employee Stock Ownership PlanViking Drill & Tool, Inc. Em…$55MSc&h Group, Inc. Employee Stock Ownership PlanSc&h Group, Inc. Employee St…$55MTri Dal Employee Stock Ownership PlanTri Dal Employee Stock Owner…$55M
End-of-year total assets ($M) among Tri Dal Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Tri Dal Excavation & Utilities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 194.83320853186706% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $18.6M $54.8M ▲ +194.8%
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 Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Tri Dal Employee Stock Ownership Plan, Total assets ($B): 0.054780532 · Participants: 225Tri Dal Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Tri Dal Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Tri Dal Employee Stock Ownership Plan side-by-side with 3 peers →

Tri Dal Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Sc&h Group, Inc. Employee Stock Ownership Plan in MD ($55M); by covered participants it is Tmi Corporation ESOP in ND (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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.

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 123,622 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).
Which ESOP plans cover a similar participant headcount to Tri Dal Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tmi Corporation ESOP in ND (225 participants, $10M in assets).

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.

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.