Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan

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

Sponsored by Tri-Valley Opportunity Council · Minnesota · Healthcare & Social Assistance

What the 2023 filing shows

Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan holds $13M for 326 participants — about $39,346 per participant, down 9.2% over the 2022 plan year.

$13M
total plan assets (2022 EOY)
326
covered participants
$39,346
avg assets per participant
-9.2%
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.

Total Assets (2023)
$13M
Participants
326
State
Industry
Healthcare & Social Assistance

What the Filing Says About Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan

Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan is a Profit Sharing retirement plan sponsored by Tri-Valley Opportunity Council, headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 326 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 410888488, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2022 to $13M at year-end — a decline of 9.2%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-1,301,220 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 — 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)$14M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$-1,301,220
Plan TypeProfit Sharing
Employer EIN410888488
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-Valley Opportunity Council)

Year Plans Participants Total Assets
2022 1 326 $13M
2023 1 324 $15M
2024 1 357 $18M

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan?
As of the 2022 Form 5500 filing, Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan holds $13M in total assets with 326 participants. It is sponsored by Tri-Valley Opportunity Council.
What type of plan is Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan?
Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan is a Profit Sharing plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 410888488.
Who sponsors the Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan?
Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan is sponsored by Tri-Valley Opportunity Council, located in Minnesota. The sponsor's EIN is 410888488 and the plan operates in the Healthcare & Social Assistance industry.
How did Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan perform in 2022?
Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan declined by 9.2% during 2022, moving from $14M to $13M in total assets. Net income was $-1,301,220.
Where can I find official filings for Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan?
Official Form 5500 filings for Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410888488 or plan name at efast.dol.gov.
How does Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan compare to other plans?
You can compare Tri-Valley Opportunity Council, Inc. 401(k) Salary Deferral and Match Plan against other Profit Sharing plans on the plan type page, or view plans in Minnesota 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) — original filing retrieval by EIN 410888488.

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

Reference: IRS Publication 590-B — 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.