ESOP · DOL Form 5500 · 2024

Tucson Embedded Systems, Inc. ESOP

Data updated 2026-08-25

$217K
Total assets Small plan by assets
59
Participants Small participant base
11th
Percentile by assets National rank
$3,679
Avg per participant Low balance/head
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Official DOL plan name: Tucson Embedded Systems, Inc. Employee Stock Ownership Plan · Sponsored by Tucson Embedded Systems, Inc. · Arizona · Professional & Technical Services

$217K in assets, 59 participants

Tucson Embedded Systems, Inc.'s Tucson Embedded Systems, Inc. Employee Stock Ownership Plan reported $217K in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,782 in Professional & Technical Services (20,173 peers)

Tucson Embedded Systems, Inc. multi-year trail

Tucson Embedded Systems, Inc.'s plans moved -97.1% in assets from 2022 to 2024; this filing shows Tucson Embedded Systems, Inc. Employee Stock Ownership Plan at $217K / 59 participants.

#1,782
in Professional & Technical Services (20,173 peers)
-77.4%
assets change YoY

The plan reported a net loss of $742K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tucson Embedded Systems, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Tucson Embedded Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$217,033 11th percentile higher than 11% 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

Tucson Embedded Systems, 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. Tucson Embedded Systems, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tucson Embedded Systems, Inc. Employee Stock Ownership Plan reported net income fell from $225K in the plan year 2023 filing to -$742K in the plan year 2024 filing.
  • Tucson Embedded Systems, Inc. Employee Stock Ownership Plan end-of-year assets fell from $959K in the plan year 2023 filing to $217K in the plan year 2024 filing.
  • Tucson Embedded Systems, Inc. Employee Stock Ownership Plan reported participants fell from 63 in the plan year 2023 filing to 59 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860887218 · Tucson Embedded Systems, Inc. PY 2024 · ESOP

Tucson Embedded Systems, Inc. Employee Stock Ownership Plan · $217K · 59 · 11th

  • VS-ST $217K
  • BOY 59
  • SCH 11th
  • EBSA ESOP
  • PART near Hodge Engineering Company, Inc. Employee Stock Ownership Plan
  • TYPE ind #1782

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 Arizona →

Tucson Embedded Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tucson Embedded Systems, Inc. Employee Stock Ownership PlanTucson Embedded Systems, Inc…$217KHodge Engineering Company, Inc. Employee Stock Ownership PlanHodge Engineering Company, I…$217KHop-a-Jet Worldwide Jet Charter Employee Stock Ownership PlanHop-a-Jet Worldwide Jet Char…$217KAtlanta Network Systems, Inc. Retirement PlanAtlanta Network Systems, Inc…$216KMerlin Development, Inc. Employee Stock Ownership PlanMerlin Development, Inc. Emp…$218K
End-of-year total assets ($M) among Tucson Embedded Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tucson Embedded Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tucson Embedded Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$314K 97.14374134846898% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $11M $0.31M ▼ -97.2%
Year Plans Participants Total Assets
2022 2 132 $11M
2023 2 121 $13M
2024 2 120 $314K

Tucson Embedded Systems, Inc. filing trail (2024)

Total Assets (Beginning of Year)$959K
Net Assets (End of Year)$217K
Net Income-$742K
Employer EIN860887218
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Tucson Embedded Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Tucson Embedded Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000217033 · Participants: 59Tucson Embedded Systems, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Tucson Embedded Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Tucson Embedded Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Tucson Embedded Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Hodge Engineering Company, Inc. Employee Stock Ownership Plan in TN ($217K); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Tucson Embedded Systems, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Tucson Embedded Systems, Inc. Employee Stock Ownership Plan contracted severely - down 77.4% during 2024, from $959K to $217K. Reported net income was -$742K.
How have Tucson Embedded Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tucson Embedded Systems, Inc.'s sponsor-wide assets declined 97.1%, from $11M to $314K.
Where does Tucson Embedded Systems, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Tucson Embedded Systems, Inc. Employee Stock Ownership Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Tucson Embedded Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hodge Engineering Company, Inc. Employee Stock Ownership Plan in TN ($217K, 14 participants).
Which ESOP plans cover a similar participant headcount to Tucson Embedded Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 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 860887218.

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.