401(k) · DOL Form 5500 · 2022
Tri-W Holdings & Investments, Inc 401(k) Plan
Data updated 2026-08-25
- $160K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $159,700
- Avg per participant Above avg balance/head
Official DOL plan name: Tri-W Holdings & Investments, Inc 401 (K) Psp · Sponsored by Tri-W Holdings & Investments, Inc · Texas · Finance & Insurance
$160K in assets, 1 participants
Tri-W Holdings & Investments, Inc's Tri-W Holdings & Investments, Inc 401 (K) Psp reported $160K 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.
- #515 in Finance & Insurance (9,261 peers)
Tri-W Holdings & Investments, Inc multi-year trail
Tri-W Holdings & Investments, Inc's plans moved +13.8% in assets from 2022 to 2024; this filing shows Tri-W Holdings & Investments, Inc 401 (K) Psp at $160K / 1 participant.
- #515
- in Finance & Insurance (9,261 peers)
- -4.1%
- assets change YoY
The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tri-W Holdings & Investments, Inc 401 (K) Psp among the smaller filed plans by assets
Tri-W Holdings & Investments, Inc 401 (K) Psp vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$159,700 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
Tri-W Holdings & Investments, Inc 401 (K) Psp among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-W Holdings & Investments, Inc 401 (K) Psp is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 205715745 · Tri-W Holdings & Investments, Inc PY 2022 · 401(k)
Tri-W Holdings & Investments, Inc 401 (K) Psp · $160K · 1 · 9th
- EOY $160K
- EOY 1
- EOY 9th
- EOY 401(k)
- EOY near Kac Franchises Inc. 401(k) Profit Sharing Plan
- EOY ind #515
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 →
Tri-W Holdings & Investments, Inc 401 (K) Psp in the asset neighbourhood
Tri-W Holdings & Investments, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Tri-W Holdings & Investments, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $182K 13.753287413901063% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $160K |
| 2023 | 1 | 1 | $177K |
| 2024 | 1 | 1 | $182K |
Tri-W Holdings & Investments, Inc filing trail (2022)
| Total Assets (Beginning of Year) | $167K |
|---|---|
| Net Assets (End of Year) | $160K |
| Net Income | -$7K |
| Employer EIN | 205715745 |
| Plan Effective Date | 2006-10-24 |
| 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
Tri-W Holdings & Investments, Inc 401 (K) Psp's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Kac Franchises Inc. 401(k) Profit Sharing Plan in MO ($160K); 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 ($160K here).
- Kac Franchises Inc. 401(k) Profit Sharing Plan (MO) $160K · 2
- Klapsmuhle Incorporated 401(k) Profit Sharing Plan (MI) $160K · 5
- Ayp 401(k) (MA) $160K · 2
- Available Technologies Company 401 (K) Plan (WA) $160K · 1
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.