401(k) · DOL Form 5500 · 2022

Tri Holdco, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
316
Participants Below avg headcount
77th
Percentile by assets National rank
$63,777
Avg per participant Low balance/head
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Official DOL plan name: Tri Holdco., Inc. 401(k) Plan · Sponsored by Tri Holdco, Inc. · California · Professional & Technical Services

$20M in assets, 316 participants

Tri Holdco, Inc.'s Tri Holdco., Inc. 401(k) Plan reported $20M in total assets and 316 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,738 in Professional & Technical Services (21,562 peers)

Where Tri Holdco., Inc. 401(k) Plan sits by assets

Tri Holdco., Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 316 participants (~$63,777/participant), down 12.7% in 2022.

#16,738
in Professional & Technical Services (21,562 peers)
-12.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Tri Holdco., Inc. 401(k) Plan's outsized position by total assets

Tri Holdco., Inc. 401(k) Plan vs every filed plan by assets

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

$20,153,445 Top 23% higher than 77% 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 Holdco., Inc. 401(k) 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. Tri Holdco., Inc. 401(k) Plan sits mid-pack in the medium band (316 participants).

Plan-year Form 5500 strip

Filing strip 831643898 · Tri Holdco, Inc. PY 2022 · 401(k)

Tri Holdco., Inc. 401(k) Plan · $20M · 316 · 77th

  • EBSA $20M
  • PART 316
  • TYPE 77th
  • NET 401(k)
  • BOOK near Holstein Association USA, Inc. Retirement Savings Plan
  • VS-ST ind #16738

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 Holdco., Inc. 401(k) Plan in the asset neighbourhood

Tri Holdco., Inc. 401(k) Plan$20MHolstein Association USA, Inc. Retirement Savings PlanHolstein Association USA, In…$20MVentiv Technology Inc. 401(k) PlanVentiv Technology Inc. 401(k…$20MSms Assist, L.L.C. 401(k) PlanSms Assist, L.L.C. 401(k) Pl…$20MThe Trustees of Reservations 401(k) Retirement PlanThe Trustees of Reservations…$20M
End-of-year total assets ($M) among Tri Holdco., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN831643898
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri Holdco, Inc.)

Sponsor-wide plan assets over time

All Tri Holdco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 73.49213587866574% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $113M $29.9M ▼ -73.5%
Year Plans Participants Total Assets
2022 2 640 $113M
2023 1 333 $25M
2024 1 324 $30M

Nearby 401(k) Plans in California

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

Tri Holdco., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tri Holdco., Inc. 401(k) Plan, Total assets ($B): 0.020153445 · Participants: 316Tri Holdco., 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 Holdco., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tri Holdco., Inc. 401(k) Plan side-by-side with 3 peers →

Tri Holdco., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Holstein Association USA, Inc. Retirement Savings Plan in VT ($20M); by covered participants it is Granular, Inc. 401(k) Plan in DE (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Holdco., Inc. 401(k) Plan assets move in 2022? ▼
Tri Holdco., Inc. 401(k) Plan pulled back noticeably - down 12.7% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Tri Holdco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri Holdco, Inc.'s sponsor-wide assets declined 73.5%, from $113M to $30M.
Where does Tri Holdco., Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Tri Holdco., Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tri Holdco., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holstein Association USA, Inc. Retirement Savings Plan in VT ($20M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Tri Holdco., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Granular, Inc. 401(k) Plan in DE (316 participants, N/A 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 831643898.

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.