401(k) · DOL Form 5500 · 2022

Tri-Counties Bank 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
1,070
Participants Near avg headcount
89th
Percentile by assets National rank
$52,958
Avg per participant Low balance/head
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Official DOL plan name: Tri-Counties Bank 401(k) Plan · Sponsored by Tri-Counties Bank · California · Finance & Insurance

$57M in assets, 1,070 participants

Tri-Counties Bank's Tri-Counties Bank 401(k) Plan reported $57M in total assets and 1,070 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,626 in Finance & Insurance (9,261 peers)

Where Tri-Counties Bank 401(k) Plan sits by assets

Tri-Counties Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 1,070 participants (~$52,958/participant), down 7.7% in 2022.

#7,626
in Finance & Insurance (9,261 peers)
-7.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tri-Counties Bank 401(k) Plan's outsized position by total assets

Tri-Counties Bank 401(k) Plan vs every filed plan by assets

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

$56,664,545 Top 11% higher than 89% 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-Counties Bank 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-Counties Bank 401(k) Plan lands in the large band (1,070 participants).

DOL schedule card

Filing strip 942261923 · Tri-Counties Bank PY 2022 · 401(k)

Tri-Counties Bank 401(k) Plan · $57M · 1,070 · 89th

  • PART $57M
  • PART 1,070
  • PART 89th
  • PART 401(k)
  • PART near Klarquist Sparkman, LLP 401(k) Retirement Plan
  • PART ind #7626

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 Finance & Insurance retirement plans → · Plans in California →

Tri-Counties Bank 401(k) Plan in the asset neighbourhood

Alaska Communications Employee 401(k) Savings Plan for AlaskaAlaska Communications Employ…$57MTri-Counties Bank 401(k) Plan$57MKlarquist Sparkman, LLP 401(k) Retirement PlanKlarquist Sparkman, LLP 401(…$57MRaynor Garage Door 401(k) Retirement Savings PlanRaynor Garage Door 401(k) Re…$57MRaleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & TrustRaleigh Orthopaedic Clinic 4…$57M
End-of-year total assets ($M) among Tri-Counties Bank 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)$61M
Net Assets (End of Year)$57M
Net Income-$5M
Employer EIN942261923
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-Counties Bank)

Sponsor-wide plan assets over time

All Tri-Counties Bank plans reported in each filing year

Latest sponsor-wide plan assets
$83M 46.716300289713786% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.7M $83.1M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 1,070 $57M
2023 1 1,221 $69M
2024 1 1,216 $83M

Nearby 401(k) Plans in California

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

Tri-Counties Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tri-Counties Bank 401(k) Plan, Total assets ($B): 0.056664545 · Participants: 1070Tri-Counties Bank 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-Counties Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tri-Counties Bank 401(k) Plan side-by-side with 3 peers →

Tri-Counties Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Klarquist Sparkman, LLP 401(k) Retirement Plan in OR ($57M); by covered participants it is Rk Industries, LLC Salary Savings Plan in CO (1,070 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,070 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-Counties Bank 401(k) Plan assets move in 2022? ▼
Tri-Counties Bank 401(k) Plan pulled back noticeably - down 7.7% during 2022, from $61M to $57M. Reported net income was -$5M.
How have Tri-Counties Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-Counties Bank's sponsor-wide assets grew 46.7%, from $57M to $83M.
Where does Tri-Counties Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Tri-Counties Bank 401(k) Plan ranks in the 89th 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-Counties Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Klarquist Sparkman, LLP 401(k) Retirement Plan in OR ($57M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Tri-Counties Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rk Industries, LLC Salary Savings Plan in CO (1,070 participants, $50M 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 942261923.

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.