ESOP · DOL Form 5500 · 2022
Trio Investments, Inc. ESOP
Data updated 2026-08-25
- $589K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $147,234
- Avg per participant Above avg balance/head
Official DOL plan name: Trio Investments, Inc. Employees Stock Ownership Trust · Sponsored by Trio Investments, Inc. · Missouri · Construction
$589K in assets, 4 participants
Trio Investments, Inc.'s Trio Investments, Inc. Employees Stock Ownership Trust reported $589K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #1,722 in Construction (9,927 peers)
Trio Investments, Inc. multi-year trail
Trio Investments, Inc.'s plans moved -15.9% in assets from 2022 to 2024; this filing shows Trio Investments, Inc. Employees Stock Ownership Trust at $589K / 4 participants.
- #1,722
- in Construction (9,927 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trio Investments, Inc. Employees Stock Ownership Trust among the smaller filed plans by assets
Trio Investments, Inc. Employees Stock Ownership Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$588,936 20th percentile higher than 20% 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
Trio Investments, Inc. Employees Stock Ownership Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trio Investments, Inc. Employees Stock Ownership Trust is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 431298578 · Trio Investments, Inc. PY 2022 · ESOP
Trio Investments, Inc. Employees Stock Ownership Trust · $589K · 4 · 20th
- IND $589K
- IND 4
- IND 20th
- IND ESOP
- IND near Southland Manufacturing, Inc. Employee Stock Ownership Plan
- IND ind #1722
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 What is an ESOP? → · Plans in Missouri →
Trio Investments, Inc. Employees Stock Ownership Trust in the asset neighbourhood
Trio Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Trio Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $495K 15.900709075349445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $589K |
| 2023 | 1 | 4 | $527K |
| 2024 | 1 | 4 | $495K |
Trio Investments, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $659K |
|---|---|
| Net Assets (End of Year) | $589K |
| Net Income | -$70K |
| Employer EIN | 431298578 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.0B · 7,358
- Mccarthy Employee Stock Ownership Plan $1.2B · 3,252
- Arco DB Companies, Inc. Employee Stock Ownership Plan $353M · 432
- Je Dunn Employee Stock Ownership Plan and Trust $332M · 2,641
- Src Employee Stock Ownership Plan and Trust $238M · 1,388
Trio Investments, Inc. Employees Stock Ownership Trust's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Southland Manufacturing, Inc. Employee Stock Ownership Plan in KY ($587K); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($589K here).
- Southland Manufacturing, Inc. Employee Stock Ownership Plan (KY) $587K · N/A
- Ciorba Group, Inc. Employee Stock Ownership Plan & Trust (IL) $586K · 9
- Seal-Ryt Corp. Employee Stock Ownership Plan and Trust (MA) $584K · 19
- All Wall Contracting, Inc. Employee Stock Ownership Plan and Trust (ID) $594K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (4 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.