401(k) · DOL Form 5500 · 2022
Tri-State Ventures, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $33,854
- Avg per participant Low balance/head
Official DOL plan name: Carefree Homes 401(k) Plan · Sponsored by Tri-State Ventures, LLC · Texas · Construction
$3M in assets, 84 participants
Tri-State Ventures, LLC's Carefree Homes 401(k) Plan reported $3M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #3,752 in Construction (9,927 peers)
Tri-State Ventures, LLC multi-year trail
Tri-State Ventures, LLC's plans moved +37.8% in assets from 2022 to 2024; this filing shows Carefree Homes 401(k) Plan at $3M / 84 participants.
- #3,752
- in Construction (9,927 peers)
- -12.0%
- assets change YoY
The plan reported a net loss of $386K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carefree Homes 401(k) Plan's mid-pack asset rank among Construction and all filers
Carefree Homes 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,843,707 39th percentile higher than 39% 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
Carefree Homes 401(k) 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. Carefree Homes 401(k) Plan is a small filing (84 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 811015785 · Tri-State Ventures, LLC PY 2022 · 401(k)
Carefree Homes 401(k) Plan · $3M · 84 · 39th
- PHOTO $3M
- PHOTO 84
- PHOTO 39th
- PHOTO 401(k)
- PHOTO near Foxx Group 401(k) Plan
- PHOTO ind #3752
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 Texas →
Carefree Homes 401(k) Plan in the asset neighbourhood
Tri-State Ventures, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Tri-State Ventures, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 37.83937656024337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $3M |
| 2023 | 1 | 81 | $3M |
| 2024 | 1 | 81 | $4M |
Tri-State Ventures, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$386K |
| Employer EIN | 811015785 |
| Plan Effective Date | 2015-01-01 |
| 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
Carefree Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Foxx Group 401(k) Plan in OH ($3M); by covered participants it is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 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 (84 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.