401(k) · DOL Form 5500 · 2022

Tricon Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
99
Participants Small participant base
74th
Percentile by assets National rank
$169,712
Avg per participant Above avg balance/head
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Official DOL plan name: Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Tricon Energy, Inc. · Texas · Wholesale Trade

$17M in assets, 99 participants

Tricon Energy, Inc.'s Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,859 in Wholesale Trade (6,843 peers)

Tricon Energy, Inc. multi-year trail

Tricon Energy, Inc.'s plans moved +80.2% in assets from 2022 to 2024; this filing shows Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust at $17M / 99 participants.

#4,859
in Wholesale Trade (6,843 peers)
-6.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$16,801,469 Top 26% higher than 74% 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

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (99 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 760502110 · Tricon Energy, Inc. PY 2022 · 401(k)

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust · $17M · 99 · 74th

  • EIN $17M
  • EIN 99
  • EIN 74th
  • EIN 401(k)
  • EIN near Savings Plan for Associates of Roche Operations Ltd
  • EIN ind #4859

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 Wholesale Trade retirement plans → · Plans in Texas →

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Tricon Energy, Inc. 401(k) Profit Sharing Plan and TrustTricon Energy, Inc. 401(k) P…$17MSavings Plan for Associates of Roche Operations LtdSavings Plan for Associates …$17MH-J Enterprises Employees Profit Sharing PlanH-J Enterprises Employees Pr…$17MAlliance Franchise Brands LLC Employees Savings and Retirement PlanAlliance Franchise Brands LL…$17MAmigos Development Corporation 401(k) PlanAmigos Development Corporati…$17M
End-of-year total assets ($M) among Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tricon Energy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tricon Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 80.21482526319573% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $16.8M $30.3M ▲ +80.2%
Year Plans Participants Total Assets
2022 1 99 $17M
2023 1 113 $22M
2024 1 120 $30M

Tricon Energy, Inc. filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$1M
Employer EIN760502110
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.016801469 · Participants: 99Tricon Energy, Inc. 401(k) Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Savings Plan for Associates of Roche Operations Ltd in PR ($17M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 6.3% during 2022, from $18M to $17M. Reported net income was -$1M.
How have Tricon Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tricon Energy, Inc.'s sponsor-wide assets grew 80.2%, from $17M to $30M.
Which 401(k) plans are similar in size to Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Savings Plan for Associates of Roche Operations Ltd in PR ($17M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Osco 401(k) Plan in OH (99 participants, $15M 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 760502110.

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.