Money Purchase · DOL Form 5500 · 2022
Tri-Valley, Inc. Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- 148
- Participants
- 53rd
- Percentile by assets
- $38,559
- Avg per participant
Official DOL plan name: Tri-Valley, Inc. Pension Trust · Sponsored by Tri-Valley, Inc. · Massachusetts · Healthcare & Social Assistance
$6M in assets, 148 participants
Tri-Valley, Inc.'s Tri-Valley, Inc. Pension Trust reported $6M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- 53rd percentile by assets (of 139,126 plans)
- #11,850 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Tri-Valley, Inc. Pension Trust covers 148 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.
- $6M
- total plan assets (2022 EOY)
- 148
- covered participants
- 53rd
- percentile by assets (of 139,126 plans)
- $38,559
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Tri-Valley, Inc. Pension Trust reports 148 participants - about 22% of that state average ($6M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $567K |
| Employer EIN | 042594201 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-Valley, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 381 | $10M |
| 2023 | 2 | 372 | $11M |
| 2024 | 2 | 413 | $12M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Tri-Valley, Inc. Pension Trust vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Tri-Valley, Inc. Pension Trust by total assets, not by location.
Frequently Asked Questions
How did Tri-Valley, Inc. Pension Trust assets move in 2022? ▼
How have Tri-Valley, Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Tri-Valley, Inc. Pension Trust? ▼
Next read for Tri-Valley, Inc. Pension Trust
Filing takeaways
Ways to act on Tri-Valley, Inc. Pension Trust's numbers.
- By total assets, Tri-Valley, Inc. Pension Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Tri-Valley, Inc.'s sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans