ESOP · DOL Form 5500 · 2024
Tecolote Research, Inc. ESOP
Data updated 2026-08-11
- $346M
- Total assets
- 666
- Participants
- 96th
- Percentile by assets
- $519,008
- Avg per participant
Official DOL plan name: Tecolote Research, Inc. Employee Stock Ownership Plan · Sponsored by Tecolote Research, Inc. · California · Professional & Technical Services
$346M in assets, 666 participants
Tecolote Research, Inc.'s Tecolote Research, Inc. Employee Stock Ownership Plan reported $346M in total assets and 666 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #19,615 in Professional & Technical Services (20,173 peers)
Where Tecolote Research, Inc. Employee Stock Ownership Plan sits by assets
Tecolote Research, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $346M for 666 participants (~$519,008/participant), up 7.7% in 2024.
- $346M
- total plan assets (2024 EOY)
- 666
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $519,008
- avg assets per participant
Where Tecolote Research, Inc. Employee Stock Ownership Plan sits by total assets
Tecolote Research, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$345,659,478 Top 4% higher than 96% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tecolote Research, Inc. Employee Stock Ownership Plan reported net income fell from $75M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Tecolote Research, Inc. Employee Stock Ownership Plan reported participants rose from 609 in the plan year 2023 filing to 666 in the plan year 2024 filing.
- Tecolote Research, Inc. Employee Stock Ownership Plan end-of-year assets rose from $321M in the plan year 2023 filing to $346M in the plan year 2024 filing.
Tecolote Research, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Tecolote Research, Inc. Employee Stock Ownership Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $321M |
|---|---|
| Net Assets (End of Year) | $318M |
| Net Income | $26M |
| Employer EIN | 952834773 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tecolote Research, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,182 | $403M |
| 2023 | 2 | 1,218 | $509M |
| 2024 | 2 | 1,332 | $556M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Tecolote Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Tecolote Research, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Tecolote Research, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Tecolote Research, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP 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