Money Purchase · DOL Form 5500 · 2024

Tecolote Research, Inc. Money Purchase Plan

Data updated 2026-08-25

$210M
Total assets Near avg plan size
666
Participants Below avg headcount
94th
Percentile by assets National rank
$315,105
Avg per participant High balance/head
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Official DOL plan name: Tecolote Research, Inc. Money Purchase Pension Plan · Sponsored by Tecolote Research, Inc. · California · Professional & Technical Services

$210M in assets, 666 participants

Tecolote Research, Inc.'s Tecolote Research, Inc. Money Purchase Pension Plan reported $210M in total assets and 666 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,288 in Professional & Technical Services (20,173 peers)

Where Tecolote Research, Inc. Money Purchase Pension Plan sits by assets

Tecolote Research, Inc. Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $210M for 666 participants (~$315,105/participant), up 11.3% in 2024.

#19,288
in Professional & Technical Services (20,173 peers)
+11.3%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Tecolote Research, Inc. Money Purchase Pension Plan's outsized position by total assets

Tecolote Research, Inc. Money Purchase Pension Plan vs every filed plan by assets

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

$209,860,148 Top 6% higher than 94% 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

Tecolote Research, Inc. Money Purchase Pension 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. Tecolote Research, Inc. Money Purchase Pension Plan sits mid-pack in the medium band (666 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tecolote Research, Inc. Money Purchase Pension Plan reported net income fell from $32M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Tecolote Research, Inc. Money Purchase Pension Plan end-of-year assets rose from $189M in the plan year 2023 filing to $210M in the plan year 2024 filing.
  • Tecolote Research, Inc. Money Purchase Pension Plan reported participants rose from 609 in the plan year 2023 filing to 666 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 952834773 · Tecolote Research, Inc. PY 2024 · Money Purchase

Tecolote Research, Inc. Money Purchase Pension Plan · $210M · 666 · 94th

  • VS-ST $210M
  • VS-ST 666
  • VS-ST 94th
  • VS-ST Money Purchase
  • VS-ST near Sheet Metal Workers Local 219 Retirement Savings Fund
  • VS-ST ind #19288

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 Professional & Technical Services retirement plans → · Plans in California →

Tecolote Research, Inc. Money Purchase Pension Plan in the asset neighbourhood

International Association of Heat and Frost Insulators Local 17 Annuity FundInternational Association of…$216MRetirement Plan for Lawyers of Debevoise & Plimpton LLPRetirement Plan for Lawyers …$214MTecolote Research, Inc. Money Purchase Pension PlanTecolote Research, Inc. Mone…$210MSheet Metal Workers Local 219 Retirement Savings FundSheet Metal Workers Local 21…$210MU. a. Local Union No. 614 Pension PlanU. a. Local Union No. 614 Pe…$204M
End-of-year total assets ($M) among Tecolote Research, Inc. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$189M
Net Assets (End of Year)$210M
Net Income$21M
Employer EIN952834773
Plan Effective Date1975-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tecolote Research, Inc.)

Sponsor-wide plan assets over time

All Tecolote Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$556M 37.73228426412526% vs 2022
2024 filing year
$350M$400M$450M$500M$550M$600M 202220232024 $403M $556M ▲ +37.7%
Year Plans Participants Total Assets
2022 2 1,182 $403M
2023 2 1,218 $509M
2024 2 1,332 $556M

Nearby Money Purchase Plans in California

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

Tecolote Research, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Tecolote Research, Inc. Money Purchase Pension Plan, Total assets ($B): 0.209860148 · Participants: 666Tecolote Research, Inc. Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Tecolote Research, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Tecolote Research, Inc. Money Purchase Pension Plan side-by-side with 3 peers →

Tecolote Research, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Sheet Metal Workers Local 219 Retirement Savings Fund in IL ($210M); by covered participants it is Safe Horizon 401(a) Retirement Savings Plan in NY (667 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (666 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 Tecolote Research, Inc. Money Purchase Pension Plan assets move in 2024? ▼
Tecolote Research, Inc. Money Purchase Pension Plan grew at a solid clip - up 11.3% during 2024, from $189M to $210M. Reported net income was $21M.
How have Tecolote Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tecolote Research, Inc.'s sponsor-wide assets grew 37.7%, from $403M to $556M.
Where does Tecolote Research, Inc. Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Tecolote Research, Inc. Money Purchase Pension Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Tecolote Research, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Sheet Metal Workers Local 219 Retirement Savings Fund in IL ($210M, 936 participants).
Which Money Purchase plans cover a similar participant headcount to Tecolote Research, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Safe Horizon 401(a) Retirement Savings Plan in NY (667 participants, $21M 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 952834773.

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.