Money Purchase · DOL Form 5500 · 2024

Tecolote Research, Inc. Money Purchase Plan

Data updated 2026-08-11

$210M
Total assets: 666
Participants: 94th
Percentile by assets: $315,105
Avg per participant

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.

94th percentile by assets (of 123,622 plans)
#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.

$210M
total plan assets (2024 EOY): 666
covered participants: 94th
percentile by assets (of 123,622 plans): $315,105
avg assets per participant

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 →

State

California

Industry

Professional & Technical Services

Tecolote Research, Inc. Money Purchase Pension Plan vs the 2024 asset distribution

By assets, Tecolote Research, Inc. Money Purchase Pension Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$189M
Net Assets (End of Year)	$210M
Net Income	$21M
Employer EIN	952834773
Plan Effective Date	1975-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Tecolote Research, Inc.)

Total plan assets by year, all Tecolote Research, Inc. plans on file

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

The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032

Compare Tecolote Research, Inc. Money Purchase P… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Tecolote Research, Inc. Money Purchase Pension Plan by total assets, not by location.

Sheet Metal Workers Local 219 Retirement Savings Fund (IL) $210M · 936
Retirement Plan for Lawyers of Debevoise & Plimpton LLP (NY) $214M · 145
International Association of Heat and Frost Insulators Local 17 Annuity Fund (IL) $216M · 1,188
U. a. Local Union No. 614 Pension Plan (TN) $204M · 1,248

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).

Next read for Tecolote Research, Inc. Money Purchase P…

Scale reading

Ways to act on Tecolote Research, Inc. Money Purchase Pension Plan's numbers.

By total assets, Tecolote Research, Inc. Money Purchase Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
Tecolote Research, Inc.'s sponsor-wide assets have grown 37.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.