ESOP · DOL Form 5500 · 2024

Tuxedo Investments, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets: N/A
Participants Small participant base: 69th
Percentile by assets National rank

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Official DOL plan name: Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Tuxedo Investments, Inc. · Texas · Wholesale Trade

$19M in assets, N/A participants

Tuxedo Investments, Inc.'s Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement reported $19M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

#3,932 in Wholesale Trade (6,080 peers)

Tuxedo Investments, Inc. multi-year trail

Tuxedo Investments, Inc.'s plans moved +117.2% in assets from 2022 to 2024; this filing shows Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement at $19M / N/A participants.

#3,932
in Wholesale Trade (6,080 peers): +0.0%
assets growth YoY

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement's outsized position by total assets

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$18,921,000 Top 31% higher than 69% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement reported participants fell from 25 in the plan year 2023 filing to N/A in the plan year 2024 filing.
Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 830393723 · Tuxedo Investments, Inc. PY 2024 · ESOP

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement · $19M · N/A · 69th

IND $19M
IND N/A
IND 69th
IND ESOP
IND near Fidelity Bank Employee Stock Ownership Plan
IND ind #3932

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 →

End-of-year total assets ($M) among Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tuxedo Investments, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $19M 117.23306544202066% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	33	$9M
2023	1	25	$19M
2024	1	N/A	$19M

Tuxedo Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	-$12M
Employer EIN	830393723
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Texas

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

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Texas, assets vs. participants

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

Compare Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement's closest out-of-state ESOP peers by assets

Outside Texas, the nearest ESOP by end-of-year assets is Fidelity Bank Employee Stock Ownership Plan in LA at $19M (this filing: $19M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Fidelity Bank Employee Stock Ownership Plan (LA) $19M · 290
Woodruff Construction Employee Stock Ownership Plan (IA) $19M · 127
Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust (VA) $19M · 92
Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan (TN) $19M · 150

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 Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement assets move in 2024? ▼

Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement held essentially flat - up 0.0% during 2024, from $19M to $19M.

How have Tuxedo Investments, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Tuxedo Investments, Inc.'s sponsor-wide assets grew 117.2%, from $9M to $19M.

Which ESOP plans are similar in size to Tuxedo Investments, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼

Among ESOP plans in other states, the closest by assets is Fidelity Bank Employee Stock Ownership Plan in LA ($19M, 290 participants).

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 830393723.