401(k) · DOL Form 5500 · 2022

Three Rivers Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$37K
Total assets Small plan by assets
2
Participants Small participant base
3rd
Percentile by assets National rank
$18,629
Avg per participant Low balance/head
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Official DOL plan name: Three Rivers Investments Retirement Plan · Sponsored by Three Rivers Investments, Inc. · Montana · Finance & Insurance

$37K in assets, 2 participants

Three Rivers Investments, Inc.'s Three Rivers Investments Retirement Plan reported $37K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #179 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Three Rivers Investments Retirement Plan holds $37K for 2 participants - about $18,629 per participant, among the smaller plans by assets on file.

#179
in Finance & Insurance (9,261 peers)
-2.6%
assets change YoY

The plan reported a net loss of $978 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Three Rivers Investments Retirement Plan among the smaller filed plans by assets

Three Rivers Investments Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$37,257 3rd percentile higher than 3% of 139,123 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 2022

Three Rivers Investments Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Three Rivers Investments Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 474759933 · Three Rivers Investments, Inc. PY 2022 · 401(k)

Three Rivers Investments Retirement Plan · $37K · 2 · 3rd

  • PHOTO $37K
  • PHOTO 2
  • PHOTO 3rd
  • PHOTO 401(k)
  • PHOTO near Fresh Tek Learning Center Inc 401(k) Plan
  • PHOTO ind #179

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 Finance & Insurance retirement plans → · Plans in Montana →

Three Rivers Investments Retirement Plan in the asset neighbourhood

Three Rivers Investments Retirement PlanThree Rivers Investments Ret…$37KFresh Tek Learning Center Inc 401(k) PlanFresh Tek Learning Center In…$37KIntegrated Wealth Counsel, Inc. 401(k) PlanIntegrated Wealth Counsel, I…$37KAtd Business Consulting Inc 401(k) PlanAtd Business Consulting Inc …$37KEdinger Architectural Corporation 401(k) Profit Sharing PlanEdinger Architectural Corpor…$37K
End-of-year total assets ($M) among Three Rivers Investments Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$38K
Net Assets (End of Year)$37K
Net Income-$978
Employer EIN474759933
Plan Effective Date2015-08-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Three Rivers Investments, Inc.)

Sponsor-wide plan assets over time

All Three Rivers Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35K 6.425638135115548% vs 2022
2024 filing year
$0.03M$0.03M$0.04M$0.04M$0.05M 202220232024 $0.04M $0.03M ▼ -25.0%
Year Plans Participants Total Assets
2022 1 2 $37K
2023 1 2 $36K
2024 1 2 $35K

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Three Rivers Investments Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1000100200300400500 Total assets ($M) Participants Three Rivers Investments Retirement Plan, Total assets ($M): 0.037257 · Participants: 2Three Rivers Investments Retirement PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Three Rivers Investments Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Three Rivers Investments Retirement Plan side-by-side with 3 peers →

Three Rivers Investments Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Fresh Tek Learning Center Inc 401(k) Plan in CO ($37K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Three Rivers Investments Retirement Plan assets move in 2022? ▼
Three Rivers Investments Retirement Plan edged down modestly - down 2.6% during 2022, from $38K to $37K. Reported net income was -$978.
How have Three Rivers Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Three Rivers Investments, Inc.'s sponsor-wide assets declined 6.4%, from $37K to $35K.
Where does Three Rivers Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Three Rivers Investments Retirement Plan ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Three Rivers Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fresh Tek Learning Center Inc 401(k) Plan in CO ($37K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Three Rivers Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474759933.

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.