ESOP · DOL Form 5500 · 2022

Tri Holdco, Inc. ESOP

Data updated 2026-08-11

$93M
Total assets
324
Participants
92nd
Percentile by assets
$286,042
Avg per participant
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Official DOL plan name: Tri Holdco, Inc. Employee Stock Ownership Plan · Sponsored by Tri Holdco, Inc. · California · Professional & Technical Services

$93M in assets, 324 participants

Tri Holdco, Inc.'s Tri Holdco, Inc. Employee Stock Ownership Plan reported $93M in total assets and 324 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #20,146 in Professional & Technical Services (21,562 peers)

Where Tri Holdco, Inc. Employee Stock Ownership Plan sits by assets

Tri Holdco, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $93M for 324 participants (~$286,042/participant), up 19.3% in 2022.

$93M
total plan assets (2022 EOY)
324
covered participants
92nd
percentile by assets (of 139,126 plans)
$286,042
avg assets per participant

Where Tri Holdco, Inc. Employee Stock Ownership Plan sits by total assets

Tri Holdco, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$92,677,660 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Professional & Technical Services

Tri Holdco, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Tri Holdco, Inc. Employee Stock Ownership Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$72M
Net Income$15M
Employer EIN831643898
Plan Effective Date2011-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri Holdco, Inc.)

$0M$50M$100M$150M 202220232024 $113M $29.9M ▼ -73.5%
Total plan assets by year, all Tri Holdco, Inc. plans on file
Year Plans Participants Total Assets
2022 2 640 $113M
2023 1 333 $25M
2024 1 324 $30M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Tri Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Tri Holdco, Inc. Emp…, Total assets ($B): 0.09267766 · Participants: 324Tri Holdco, Inc. Emp…Parsons Employee Sto…, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, I…Recology Employee St…, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee St…Agron, Inc. Employee…, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee…
Tri Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Tri Holdco, Inc. Employee Stock Ownershi… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Tri Holdco, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Tri Holdco, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Tri Holdco, Inc. Employee Stock Ownership Plan grew sharply - up 19.3% during 2022, from $78M to $93M. Reported net income was $15M.
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. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Tri Holdco, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Tri Holdco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Web Industries, Inc. Employee Stock Ownership Plan in MA ($92M, 517 participants).

Next read for Tri Holdco, Inc. Employee Stock Ownershi…

Scale reading

Ways to act on Tri Holdco, Inc. Employee Stock Ownership Plan's numbers.

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.