401(k) · DOL Form 5500 · 2022

Tri-State Generation and Transmission Association Inc. 401(k) Plan

Data updated 2026-08-25

$235M
Total assets Near avg plan size
1,170
Participants Near avg headcount
96th
Percentile by assets National rank
$200,798
Avg per participant Above avg balance/head
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Official DOL plan name: Tri-State 401(k) Plan and Trust · Sponsored by Tri-State Generation and Transmission Association Inc. · Colorado · Utilities

$235M in assets, 1,170 participants

Tri-State Generation and Transmission Association Inc.'s Tri-State 401(k) Plan and Trust reported $235M in total assets and 1,170 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #557 in Utilities (738 peers)

Coverage in Colorado

Tri-State 401(k) Plan and Trust covers 1,170 participants in Colorado, 3.1x the typical Colorado plan (state average ~376 per filing). Assets: $235M.

#557
in Utilities (738 peers)
-22.7%
assets change YoY
2.4×
vs typical plan assets (national mean)

The plan reported a net loss of $69M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tri-State 401(k) Plan and Trust's outsized position by total assets

Tri-State 401(k) Plan and Trust vs every filed plan by assets

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

$234,933,961 Top 4% higher than 96% 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-State 401(k) Plan and Trust'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. Tri-State 401(k) Plan and Trust lands in the large band (1,170 participants).

EBSA filing schedule strip

Filing strip 840464189 · Tri-State Generation and Transmission Association Inc. PY 2022 · 401(k)

Tri-State 401(k) Plan and Trust · $235M · 1,170 · 96th

  • EIN $235M
  • EIN 1,170
  • EIN 96th
  • EIN 401(k)
  • EIN near R.T.G. Furniture Corp. & Affiliates 401(k) Plan
  • EIN ind #557

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 Utilities retirement plans → · Plans in Colorado →

Tri-State 401(k) Plan and Trust in the asset neighbourhood

Tri-State 401(k) Plan and TrustTri-State 401(k) Plan and Tr…$235MR.T.G. Furniture Corp. & Affiliates 401(k) PlanR.T.G. Furniture Corp. & Aff…$235MFirst Trust Portfolios L.P. 401(k) PlanFirst Trust Portfolios L.P. …$235MHajoca Corporation Employees 401(k) PlanHajoca Corporation Employees…$235MColsa Corporation 401(k) Profit Sharing PlanColsa Corporation 401(k) Pro…$235M
End-of-year total assets ($M) among Tri-State 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$304M
Net Assets (End of Year)$235M
Net Income-$69M
Employer EIN840464189
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-State Generation and Transmission Association Inc.)

Sponsor-wide plan assets over time

All Tri-State Generation and Transmission Association Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$279M 18.743946516953333% vs 2022
2024 filing year
$220M$240M$260M$280M$300M 202220232024 $235M $279M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 1,170 $235M
2023 1 1,100 $258M
2024 1 1,127 $279M

Nearby 401(k) Plans in Colorado

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

Tri-State 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0123 Total assets ($B) Participants Tri-State 401(k) Plan and Trust, Total assets ($B): 0.234933961 · Participants: 1170Tri-State 401(k) Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Tri-State 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Tri-State 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is R.T.G. Furniture Corp. & Affiliates 401(k) Plan in FL ($235M); by covered participants it is Starboard Group 401(k) Plan in FL (1,170 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($235M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,170 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-State 401(k) Plan and Trust assets move in 2022? ▼
Tri-State 401(k) Plan and Trust declined sharply - down 22.7% during 2022, from $304M to $235M. Reported net income was -$69M.
How have Tri-State Generation and Transmission Association Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-State Generation and Transmission Association Inc.'s sponsor-wide assets grew 18.7%, from $235M to $279M.
Where does Tri-State 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Tri-State 401(k) Plan and Trust ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Tri-State 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is R.T.G. Furniture Corp. & Affiliates 401(k) Plan in FL ($235M, 9,291 participants).
Which 401(k) plans cover a similar participant headcount to Tri-State 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Starboard Group 401(k) Plan in FL (1,170 participants, $4M 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 840464189.

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.