ESOP · DOL Form 5500 · 2022

Tri Holdco, Inc. ESOP

Data updated 2026-08-25

$93M
Total assets Below avg plan size
324
Participants Below avg headcount
92nd
Percentile by assets National rank
$286,042
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#20,146
in Professional & Technical Services (21,562 peers)
+19.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Tri Holdco, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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. Employee Stock Ownership 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. Employee Stock Ownership Plan sits mid-pack in the medium band (324 participants).

DOL schedule card

Filing strip 831643898 · Tri Holdco, Inc. PY 2022 · ESOP

Tri Holdco, Inc. Employee Stock Ownership Plan · $93M · 324 · 92nd

  • EOY $93M
  • 5500 324
  • ASSETS 92nd
  • PCT ESOP
  • EIN near Web Industries, Inc. Employee Stock Ownership Plan
  • RANK ind #20146

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 What is an ESOP? → · Plans in California →

Tri Holdco, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ccmsi Holdings, Inc. Employee Stock Ownership PlanCcmsi Holdings, Inc. Employe…$93MChurchill Holdings, Inc. Employee Stock Ownership PlanChurchill Holdings, Inc. Emp…$93MMdr Construction, Inc. Employee Stock Ownership PlanMdr Construction, Inc. Emplo…$93MTri Holdco, Inc. Employee Stock Ownership PlanTri Holdco, Inc. Employee St…$93MWeb Industries, Inc. Employee Stock Ownership PlanWeb Industries, Inc. Employe…$92M
End-of-year total assets ($M) among Tri Holdco, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

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 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 ($B) Participants Tri Holdco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.09267766 · Participants: 324Tri Holdco, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Tri Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Tri Holdco, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Tri Holdco, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Web Industries, Inc. Employee Stock Ownership Plan in MA ($92M); by covered participants it is Rycon Holdings Inc Employee Stock Ownership Plan and Trust in PA (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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. 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).
Which ESOP plans cover a similar participant headcount to Tri Holdco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rycon Holdings Inc Employee Stock Ownership Plan and Trust in PA (324 participants, $17M 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.