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

Tri Holdco., Inc. 401(k) Plan

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

Sponsored by Tri Holdco, Inc. · California · Professional & Technical Services

What the 2023 filing shows

Tri Holdco., Inc. 401(k) Plan holds $20M for 316 participants — about $63,777 per participant, down 12.7% over the 2022 plan year.

$20M
total plan assets (2022 EOY)
316
covered participants
$63,777
avg assets per participant
-12.7%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$20M
Participants
316
State
Industry
Professional & Technical Services

What the Filing Says About Tri Holdco., Inc. 401(k) Plan

Tri Holdco., Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Tri Holdco, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 316 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 831643898, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $20M at year-end — a decline of 12.7%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-2,934,555 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)$23M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$-2,934,555
Plan Type401(k)
Employer EIN831643898
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri Holdco, Inc.)

Year Plans Participants Total Assets
2022 2 640 $113M
2023 1 333 $25M
2024 1 324 $30M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Tri Holdco., Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Tri Holdco., Inc. 401(k) Plan holds $20M in total assets with 316 participants. It is sponsored by Tri Holdco, Inc..
What type of plan is Tri Holdco., Inc. 401(k) Plan?
Tri Holdco., Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 831643898.
Who sponsors the Tri Holdco., Inc. 401(k) Plan?
Tri Holdco., Inc. 401(k) Plan is sponsored by Tri Holdco, Inc., located in California. The sponsor's EIN is 831643898 and the plan operates in the Professional & Technical Services industry.
How did Tri Holdco., Inc. 401(k) Plan perform in 2022?
Tri Holdco., Inc. 401(k) Plan declined by 12.7% during 2022, moving from $23M to $20M in total assets. Net income was $-2,934,555.
Where can I find official filings for Tri Holdco., Inc. 401(k) Plan?
Official Form 5500 filings for Tri Holdco., Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 831643898 or plan name at efast.dol.gov.
How does Tri Holdco., Inc. 401(k) Plan compare to other plans?
You can compare Tri Holdco., Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California 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 831643898.

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.