Plan Ledger DOL Form 5500 · updated monthly

Tri Dal Excavation & Utilities, Inc.ESOP

TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN · SOUTHLAKE, TX · plan year 2024

Employer contribution per participant · 2024
$11,256

Tri Dal Excavation & Utilities, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $22,633,672 across 263 participant accounts, with employer contributions averaging $11,256 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,866th-largest of 5,688 plans among Texas employers on file, and the 1,854th of 5,337 in construction. active participation has grown from 201 to 239 since 2022.

Plan summary
Net assets, end of year$22,633,672
Participants with balances263
Active participants239
Employer contributions$2,690,299
Employee contributions—
Employer contribution per active participant$11,256
Average account balance$86,060
Benefits paid to participants$332,078
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.6M · 263 accts · $2.7M emplr
2023$2.4M · 240 accts · $2.8M emplr
2022$-16.9M · 243 accts · $2.4M emplr
Employer contributions to the Tri Dal Excavation & Utilities, Inc. plan · 2024
Employer contribution per active participant$11,256
Median for plans this size$2,416
2024$11,256 per active participant
2023$12,876 per active participant
2022$11,818 per active participant

Tri Dal Excavation & Utilities, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
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Source: U.S. Department of Labor, Form 5500 series, EIN 752378301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.