401(k) · DOL Form 5500 · 2022

Tri-Valley Business Advisors, Inc 401(k) Plan

Data updated 2026-08-25

$171K
Total assets Small plan by assets
7
Participants Small participant base
9th
Percentile by assets National rank
$24,470
Avg per participant Low balance/head
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Official DOL plan name: Tri-Valley Business Advisors, Inc 401(k) Plan · Sponsored by Tri-Valley Business Advisors, Inc · California · Professional & Technical Services

$171K in assets, 7 participants

Tri-Valley Business Advisors, Inc's Tri-Valley Business Advisors, Inc 401(k) Plan reported $171K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,715 in Professional & Technical Services (21,562 peers)

Tri-Valley Business Advisors, Inc multi-year trail

Tri-Valley Business Advisors, Inc's plans moved -20.1% in assets from 2022 to 2024; this filing shows Tri-Valley Business Advisors, Inc 401(k) Plan at $171K / 7 participants.

#1,715
in Professional & Technical Services (21,562 peers)
+31.0%
assets growth YoY

Tri-Valley Business Advisors, Inc 401(k) Plan among the smaller filed plans by assets

Tri-Valley Business Advisors, Inc 401(k) Plan vs every filed plan by assets

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

$171,287 9th percentile higher than 9% 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

Tri-Valley Business Advisors, Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-Valley Business Advisors, Inc 401(k) Plan is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 842128922 · Tri-Valley Business Advisors, Inc PY 2022 · 401(k)

Tri-Valley Business Advisors, Inc 401(k) Plan · $171K · 7 · 9th

  • RANK $171K
  • PHOTO 7
  • IND 9th
  • EOY 401(k)
  • 5500 near Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #1715

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 Professional & Technical Services retirement plans → · Plans in California →

Tri-Valley Business Advisors, Inc 401(k) Plan in the asset neighbourhood

Tri-Valley Business Advisors, Inc 401(k) PlanTri-Valley Business Advisors…$171KCompass Performance Consulting, Inc. 401(k) Profit Sharing PlanCompass Performance Consulti…$171K2 Ya Retirement Plan$171KForiest Holdings Incorporated 401(k) Profit Sharing PlanForiest Holdings Incorporate…$171KStoik Enterprises 401(k) Profit Sharing PlanStoik Enterprises 401(k) Pro…$171K
End-of-year total assets ($M) among Tri-Valley Business Advisors, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tri-Valley Business Advisors, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Tri-Valley Business Advisors, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$137K 20.06924051445819% vs 2022
2024 filing year
$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.17M $0.14M ▼ -17.6%
Year Plans Participants Total Assets
2022 1 7 $171K
2023 1 7 $180K
2024 1 11 $137K

Tri-Valley Business Advisors, Inc filing trail (2022)

Total Assets (Beginning of Year)$131K
Net Assets (End of Year)$171K
Net Income$41K
Employer EIN842128922
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Tri-Valley Business Advisors, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tri-Valley Business Advisors, Inc 401(k) Plan, Total assets ($B): 0.000171287 · Participants: 7Tri-Valley Business Advisors, Inc 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Tri-Valley Business Advisors, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tri-Valley Business Advisors, Inc 401(k) Plan side-by-side with 3 peers →

Tri-Valley Business Advisors, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan in WI ($171K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Tri-Valley Business Advisors, Inc 401(k) Plan assets move in 2022? ▼
Tri-Valley Business Advisors, Inc 401(k) Plan surged - up 31.0% during 2022, from $131K to $171K. Reported net income was $41K.
How have Tri-Valley Business Advisors, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-Valley Business Advisors, Inc's sponsor-wide assets declined 20.1%, from $171K to $137K.
Where does Tri-Valley Business Advisors, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Tri-Valley Business Advisors, Inc 401(k) Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tri-Valley Business Advisors, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan in WI ($171K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Tri-Valley Business Advisors, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 842128922.

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.