ESOP · DOL Form 5500 · 2024

Unified Services of Texas, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
25
Participants Small participant base
36th
Percentile by assets National rank
$133,614
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unified Services of Texas, Inc. Employee Stock Ownership Plan · Sponsored by Unified Services of Texas, Inc. · Texas · Construction

$3M in assets, 25 participants

Unified Services of Texas, Inc.'s Unified Services of Texas, Inc. Employee Stock Ownership Plan reported $3M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,097 in Construction (9,039 peers)

2024 asset change

Unified Services of Texas, Inc. Employee Stock Ownership Plan contracted severely 38.5% in 2024 ($5M → $3M) for 25 participants.

#3,097
in Construction (9,039 peers)
-38.5%
assets change YoY

Unified Services of Texas, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Unified Services of Texas, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,340,350 36th percentile higher than 36% 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

Unified Services of Texas, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unified Services of Texas, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unified Services of Texas, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Unified Services of Texas, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752383697 · Unified Services of Texas, Inc. PY 2024 · ESOP

Unified Services of Texas, Inc. Employee Stock Ownership Plan · $3M · 25 · 36th

  • IND $3M
  • EOY 25
  • 5500 36th
  • ASSETS ESOP
  • PCT near Blue Ridge Employees Stock Ownership Plan
  • EIN ind #3097

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 →

Unified Services of Texas, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Electronic Strategies, Inc. Employee Stock Ownership PlanElectronic Strategies, Inc. …$3MHendry Marine Industries, Inc. Employee Stock Ownership PlanHendry Marine Industries, In…$3MUnified Services of Texas, Inc. Employee Stock Ownership PlanUnified Services of Texas, I…$3MBlue Ridge Employees Stock Ownership PlanBlue Ridge Employees Stock O…$3MHoward K. Bell Consulting Engineers, Inc. Employee Stock Ownership PlanHoward K. Bell Consulting En…$3M
End-of-year total assets ($M) among Unified Services of Texas, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Unified Services of Texas, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Unified Services of Texas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.5299431608307916% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.46M $3.34M ▼ -3.5%
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 25 $5M
2024 1 25 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$13M
Net Income$12M
Employer EIN752383697
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Unified Services of Texas, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Unified Services of Texas, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00334035 · Participants: 25Unified Services of Texas, Inc. 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
Unified Services of Texas, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Unified Services of Texas, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Unified Services of Texas, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Blue Ridge Employees Stock Ownership Plan in MO ($3M); by covered participants it is Adr & Associates Employee Stock Ownership Plan in OH (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Unified Services of Texas, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Unified Services of Texas, Inc. Employee Stock Ownership Plan contracted severely - down 38.5% during 2024, from $5M to $3M. Reported net income was $12M.
How have Unified Services of Texas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unified Services of Texas, Inc.'s sponsor-wide assets declined 3.5%, from $3M to $3M.
Which ESOP plans are similar in size to Unified Services of Texas, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blue Ridge Employees Stock Ownership Plan in MO ($3M, 108 participants).
Which ESOP plans cover a similar participant headcount to Unified Services of Texas, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adr & Associates Employee Stock Ownership Plan in OH (25 participants, $5M 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 752383697.

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.