401(k) · DOL Form 5500 · 2022
Tristan & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $157K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $156,890
- Avg per participant Above avg balance/head
Official DOL plan name: Tristan & Associates Retirement Plan · Sponsored by Tristan & Associates, Inc. · Texas · Finance & Insurance
$157K in assets, 1 participants
Tristan & Associates, Inc.'s Tristan & Associates Retirement Plan reported $157K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #505 in Finance & Insurance (9,261 peers)
Tristan & Associates, Inc. multi-year trail
Tristan & Associates, Inc.'s plans moved +11.5% in assets from 2022 to 2024; this filing shows Tristan & Associates Retirement Plan at $157K / 1 participant.
- #505
- in Finance & Insurance (9,261 peers)
- +6.8%
- assets growth YoY
Tristan & Associates Retirement Plan among the smaller filed plans by assets
Tristan & Associates Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$156,890 9th percentile higher than 9% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tristan & Associates 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. Tristan & Associates Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 465568561 · Tristan & Associates, Inc. PY 2022 · 401(k)
Tristan & Associates Retirement Plan · $157K · 1 · 9th
- VS-ST $157K
- VS-ST 1
- VS-ST 9th
- VS-ST 401(k)
- VS-ST near J & D Restaurants Inc 401(k) Plan
- VS-ST ind #505
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 Texas →
Tristan & Associates Retirement Plan in the asset neighbourhood
Tristan & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Tristan & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $175K 11.543119383007202% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $157K |
| 2023 | 1 | 1 | $165K |
| 2024 | 1 | 1 | $175K |
Tristan & Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $147K |
|---|---|
| Net Assets (End of Year) | $157K |
| Net Income | $10K |
| Employer EIN | 465568561 |
| Plan Effective Date | 2014-05-05 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Tristan & Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is J & D Restaurants Inc 401(k) Plan in IA ($157K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157K here).
- J & D Restaurants Inc 401(k) Plan (IA) $157K · 328
- Dmm3 Enterprises Inc. 401(k) Plan (MD) $157K · 9
- Allegro Ophthalmics LLC 401(k) Profit Sharing Plan & Trust (CA) $157K · 5
- Ffp Corporation 401(k) Plan (OH) $157K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.