401(k)
2022 plan-year 401(k) DOL Form 5500

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Tri-M Group, L.L.C. ยท Pennsylvania ยท Construction

What the 2023 filing shows

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan holds $54M for 456 participants - about $119,273 per participant, down 12.9% over the 2022 plan year.

$54M
total plan assets (2022 EOY)
456
covered participants
$119,273
avg assets per participant
-12.9%
assets change YoY

The plan reported a net loss of $8M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$54M
Participants
456
State
Industry
Construction

What the Filing Says About The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan is a 401(k) retirement plan sponsored by The Tri-M Group, L.L.C., headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $54M in total end-of-year assets and covers 456 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 043622615, and the plan has been effective since 2002-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $62M at the beginning of 2022 to $54M at year-end โ€” a decline of 12.9%. Net assets (after liabilities) closed the year at $54M, with reported net income of $-8,044,132 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$62M
Total Assets (End of Year)$54M
Net Assets (End of Year)$54M
Net Income$-8,044,132
Plan Type401(k)
Employer EIN043622615
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Tri-M Group, L.L.C.)

Year Plans Participants Total Assets
2022 2 857 $60M
2023 2 921 $71M
2024 2 936 $84M

Nearby 401(k) Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan?
As of the 2022 Form 5500 filing, The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan holds $54M in total assets with 456 participants. It is sponsored by The Tri-M Group, L.L.C..
What type of plan is The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan?
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan is a 401(k) plan. It has been effective since 2002-04-01. The plan is filed with the U.S. Department of Labor under EIN 043622615.
Who sponsors the The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan?
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan is sponsored by The Tri-M Group, L.L.C., located in Pennsylvania. The sponsor's EIN is 043622615 and the plan operates in the Construction industry.
How did The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan perform in 2022?
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan declined by 12.9% during 2022, moving from $62M to $54M in total assets. Net income was $-8,044,132.
Where can I find official filings for The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan?
Official Form 5500 filings for The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 043622615 or plan name at efast.dol.gov.
How does The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan compare to other plans?
You can compare The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 043622615.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.