ESOP · DOL Form 5500 · 2022

The Tri-M Group, LLC ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
401
Participants Below avg headcount
52nd
Percentile by assets National rank
$13,571
Avg per participant Low balance/head
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Official DOL plan name: The Tri-M Group Employee Stock Ownership Plan · Sponsored by The Tri-M Group, LLC · Pennsylvania · Construction

$5M in assets, 401 participants

The Tri-M Group, LLC's The Tri-M Group Employee Stock Ownership Plan reported $5M in total assets and 401 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,122 in Construction (9,927 peers)

Coverage in Pennsylvania

The Tri-M Group Employee Stock Ownership Plan covers 401 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#5,122
in Construction (9,927 peers)
+3843.5%
assets growth YoY

The Tri-M Group Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

The Tri-M Group Employee Stock Ownership Plan vs every filed plan by assets

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

$5,442,000 Top 48% higher than 52% 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

The Tri-M Group Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Tri-M Group Employee Stock Ownership Plan sits mid-pack in the medium band (401 participants).

EBSA filing schedule strip

Filing strip 043622615 · The Tri-M Group, LLC PY 2022 · ESOP

The Tri-M Group Employee Stock Ownership Plan · $5M · 401 · 52nd

  • NET $5M
  • NET 401
  • NET 52nd
  • NET ESOP
  • NET near Osborn and Barr Communications, Inc. Employees Stock Ownership Plan
  • NET ind #5122

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 Pennsylvania →

The Tri-M Group Employee Stock Ownership Plan in the asset neighbourhood

Richwood Meat Company, Inc. Employee Stock Ownership PlanRichwood Meat Company, Inc. …$5MCharleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership PlanCharleston/Orwig, Inc. (Dba …$5MThe Tri-M Group Employee Stock Ownership PlanThe Tri-M Group Employee Sto…$5MOsborn and Barr Communications, Inc. Employees Stock Ownership PlanOsborn and Barr Communicatio…$5MRrm Design Group, Inc. Employee Stock Ownership PlanRrm Design Group, Inc. Emplo…$5M
End-of-year total assets ($M) among The Tri-M Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$138K
Net Assets (End of Year)-$29M
Net Income$7M
Employer EIN043622615
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Tri-M Group, LLC)

Sponsor-wide plan assets over time

All The Tri-M Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$84M 40.764247215139264% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.8M $84.2M ▲ +40.8%
Year Plans Participants Total Assets
2022 2 857 $60M
2023 2 921 $71M
2024 2 936 $84M

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Tri-M Group Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants The Tri-M Group Employee Stock Ownership Plan, Total assets ($B): 0.005442 · Participants: 401The Tri-M Group Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
The Tri-M Group Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare The Tri-M Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Tri-M Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Osborn and Barr Communications, Inc. Employees Stock Ownership Plan in MO ($5M); by covered participants it is Small Mine Development Employee Stock Ownership Plan in ID (401 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (401 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 The Tri-M Group Employee Stock Ownership Plan assets move in 2022? ▼
The Tri-M Group Employee Stock Ownership Plan surged - up 3843.5% during 2022, from $138K to $5M. Reported net income was $7M.
How have The Tri-M Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Tri-M Group, LLC's sponsor-wide assets grew 40.8%, from $60M to $84M.
Which ESOP plans are similar in size to The Tri-M Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Osborn and Barr Communications, Inc. Employees Stock Ownership Plan in MO ($5M, 75 participants).
Which ESOP plans cover a similar participant headcount to The Tri-M Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Small Mine Development Employee Stock Ownership Plan in ID (401 participants, $6M 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 043622615.

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.