ESOP · DOL Form 5500 · 2024

Triad Engineering, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
145
Participants Small participant base
48th
Percentile by assets National rank
$47,137
Avg per participant Low balance/head
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Official DOL plan name: Triad Engineering, Inc. Employee Stock Ownership Plan · Sponsored by Triad Engineering, Inc. · West Virginia · Professional & Technical Services

$7M in assets, 145 participants

Triad Engineering, Inc.'s Triad Engineering, Inc. Employee Stock Ownership Plan reported $7M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,269 in Professional & Technical Services (20,173 peers)

Coverage in West Virginia

Triad Engineering, Inc. Employee Stock Ownership Plan covers 145 participants in West Virginia, about 31% of the average West Virginia filer (state average ~467 per filing). Assets: $7M.

#9,269
in Professional & Technical Services (20,173 peers)
+4.3%
assets growth YoY

Triad Engineering, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Triad Engineering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,834,917 48th percentile higher than 48% 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

Triad Engineering, Inc. 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. Triad Engineering, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Triad Engineering, Inc. Employee Stock Ownership Plan reported participants rose from 129 in the plan year 2023 filing to 145 in the plan year 2024 filing.
  • Triad Engineering, Inc. Employee Stock Ownership Plan reported net income rose from $262K in the plan year 2023 filing to $285K in the plan year 2024 filing.
  • Triad Engineering, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 550592364 · Triad Engineering, Inc. PY 2024 · ESOP

Triad Engineering, Inc. Employee Stock Ownership Plan · $7M · 145 · 48th

  • BOOK $7M
  • BOOK 145
  • BOOK 48th
  • BOOK ESOP
  • BOOK near Minot Builders Supply, Inc. Employee Stock
  • BOOK ind #9269

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 West Virginia →

Triad Engineering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Minot Builders Supply, Inc. Employee StockMinot Builders Supply, Inc. …$7MEasling Construction Company, Inc Employee Stock Ownership PlanEasling Construction Company…$7MRochester Metal Products Corp. Employee Stock Ownership PlanRochester Metal Products Cor…$7MTriad Engineering, Inc. Employee Stock Ownership PlanTriad Engineering, Inc. Empl…$7MCommon Thread Collective Employee Stock Ownership PlanCommon Thread Collective Emp…$7M
End-of-year total assets ($M) among Triad Engineering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

West Virginia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$285K
Employer EIN550592364
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Triad Engineering, Inc.)

Sponsor-wide plan assets over time

All Triad Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.31582163882187% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.1M $21.3M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 282 $17M
2023 2 299 $19M
2024 2 319 $21M

Nearby ESOP Plans in West Virginia

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

Triad Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Triad Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.834917 · Participants: 145Triad Engineering, Inc. Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 93.389639 · Participants: 75Triton Employee Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 53.163418 · Participants: 1687Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 53.022733 · Participants: 329Port Amherst, Ltd. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 31.800877 · Participants: 157Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanBrewer & Company of West Virginia, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.394793 · Participants: 55Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan
Triad Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Triad Engineering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside West Virginia, the nearest ESOP by assets is Minot Builders Supply, Inc. Employee Stock in ND ($7M); by covered participants it is Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan in IA (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Triad Engineering, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Triad Engineering, Inc. Employee Stock Ownership Plan edged up modestly - up 4.3% during 2024, from $7M to $7M. Reported net income was $285K.
How have Triad Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Triad Engineering, Inc.'s sponsor-wide assets grew 24.3%, from $17M to $21M.
Which ESOP plans are similar in size to Triad Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Minot Builders Supply, Inc. Employee Stock in ND ($7M, 160 participants).
Which ESOP plans cover a similar participant headcount to Triad Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan in IA (145 participants, $12M 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 550592364.

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.