401(k) · DOL Form 5500 · 2022

Tri-Starr Management Services, Inc 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
1,467
Participants Near avg headcount
84th
Percentile by assets National rank
$21,857
Avg per participant Low balance/head
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Official DOL plan name: Legacy 401(k) Plan · Sponsored by Tri-Starr Management Services, Inc · Indiana · Administrative & Support Services

$32M in assets, 1,467 participants

Tri-Starr Management Services, Inc's Legacy 401(k) Plan reported $32M in total assets and 1,467 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,557 in Administrative & Support Services (4,927 peers)

Coverage in Indiana

Legacy 401(k) Plan covers 1,467 participants in Indiana, 2.7x the typical Indiana plan (state average ~541 per filing). Assets: $32M.

#4,557
in Administrative & Support Services (4,927 peers)
-15.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Legacy 401(k) Plan's outsized position by total assets

Legacy 401(k) Plan vs every filed plan by assets

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

$32,063,759 Top 16% higher than 84% 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

Legacy 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy 401(k) Plan lands in the large band (1,467 participants).

Plan-year Form 5500 strip

Filing strip 742616688 · Tri-Starr Management Services, Inc PY 2022 · 401(k)

Legacy 401(k) Plan · $32M · 1,467 · 84th

  • TYPE $32M
  • TYPE 1,467
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Gutchess Companies 401(k) Savings Plan
  • TYPE ind #4557

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 Administrative & Support Services retirement plans → · Plans in Indiana →

Legacy 401(k) Plan in the asset neighbourhood

Barrington Orthopedic Specialists, Ltd. 401(k) Profit Sharing PlanBarrington Orthopedic Specia…$32MResidential Management Group, LLC 401(k) Retirement Savings PlanResidential Management Group…$32MNorman Noble, Inc. 401(k) Retirement Savings PlanNorman Noble, Inc. 401(k) Re…$32MLegacy 401(k) Plan$32MGutchess Companies 401(k) Savings PlanGutchess Companies 401(k) Sa…$32M
End-of-year total assets ($M) among Legacy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$32M
Net Income-$6M
Employer EIN742616688
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-Starr Management Services, Inc)

Sponsor-wide plan assets over time

All Tri-Starr Management Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$39M 20.26092760989128% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $32.1M $38.6M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 1,467 $32M
2023 1 1,407 $38M
2024 1 1,191 $39M

Nearby 401(k) Plans in Indiana

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

Legacy 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Legacy 401(k) Plan, Total assets ($B): 0.032063759 · Participants: 1467Legacy 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Legacy 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Legacy 401(k) Plan side-by-side with 3 peers →

Legacy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Gutchess Companies 401(k) Savings Plan in NY ($32M); by covered participants it is Safebuilt 401(k) Plan in CO (1,467 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,467 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 Legacy 401(k) Plan assets move in 2022? ▼
Legacy 401(k) Plan declined sharply - down 15.9% during 2022, from $38M to $32M. Reported net income was -$6M.
How have Tri-Starr Management Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-Starr Management Services, Inc's sponsor-wide assets grew 20.3%, from $32M to $39M.
Where does Legacy 401(k) Plan rank by assets among Form 5500 filers? ▼
Legacy 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Legacy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gutchess Companies 401(k) Savings Plan in NY ($32M, 536 participants).
Which 401(k) plans cover a similar participant headcount to Legacy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Safebuilt 401(k) Plan in CO (1,467 participants, $63M 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 742616688.

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.