401(k) · DOL Form 5500 · 2022

Tri-Valley Plumbing & Heating, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
25
Participants Small participant base
38th
Percentile by assets National rank
$101,966
Avg per participant Below avg balance/head
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Official DOL plan name: Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan · Sponsored by Tri-Valley Plumbing & Heating, Inc. · New York · Construction

$3M in assets, 25 participants

Tri-Valley Plumbing & Heating, Inc.'s Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,537 in Construction (9,927 peers)

Tri-Valley Plumbing & Heating, Inc. multi-year trail

Tri-Valley Plumbing & Heating, Inc.'s plans moved +27.9% in assets from 2022 to 2024; this filing shows Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan at $3M / 25 participants.

#3,537
in Construction (9,927 peers)
-9.2%
assets change YoY

The plan reported a net loss of $257K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,549,158 38th percentile higher than 38% 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

Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

DOL schedule card

Filing strip 141742213 · Tri-Valley Plumbing & Heating, Inc. PY 2022 · 401(k)

Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan · $3M · 25 · 38th

  • TYPE $3M
  • NET 25
  • BOOK 38th
  • VS-ST 401(k)
  • BOY near Tupelo Eye Clinic 401(k) Plan
  • SCH ind #3537

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 Construction retirement plans → · Plans in New York →

Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing PlanTri-Valley Plumbing & Heatin…$3MTupelo Eye Clinic 401(k) Plan$3MSouth Texas Community Living Corporation 401(k) PlanSouth Texas Community Living…$3MLacerta Group, LLC 401(k) PlanLacerta Group, LLC 401(k) Pl…$3MMas Medical Staffing Corp.$3M
End-of-year total assets ($M) among Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tri-Valley Plumbing & Heating, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tri-Valley Plumbing & Heating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.895524718357983% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.55M $3.26M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 25 $3M
2023 1 28 $3M
2024 1 27 $3M

Tri-Valley Plumbing & Heating, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$257K
Employer EIN141742213
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002549158 · Participants: 25Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tupelo Eye Clinic 401(k) Plan in MS ($3M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 9.2% during 2022, from $3M to $3M. Reported net income was -$257K.
How have Tri-Valley Plumbing & Heating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-Valley Plumbing & Heating, Inc.'s sponsor-wide assets grew 27.9%, from $3M to $3M.
Which 401(k) plans are similar in size to Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tupelo Eye Clinic 401(k) Plan in MS ($3M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M 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 141742213.

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.