Money Purchase · DOL Form 5500 · 2022

Tri-Valley, Inc. Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
148
Participants Small participant base
53rd
Percentile by assets National rank
$38,559
Avg per participant Low balance/head
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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.

  • #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.

#11,850
in Healthcare & Social Assistance (20,060 peers)
+11.0%
assets growth YoY

Tri-Valley, Inc. Pension Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tri-Valley, Inc. Pension Trust vs every filed plan by assets

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

$5,706,790 Top 47% higher than 53% 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-Valley, Inc. Pension Trust 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-Valley, Inc. Pension Trust sits mid-pack in the medium band (148 participants).

Published 5500 schedule card

Filing strip 042594201 · Tri-Valley, Inc. PY 2022 · Money Purchase

Tri-Valley, Inc. Pension Trust · $6M · 148 · 53rd

  • BOY $6M
  • SCH 148
  • EBSA 53rd
  • PART Money Purchase
  • TYPE near O.P.C.M.I.a. Local 561 Retirement Plan
  • NET ind #11850

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Tri-Valley, Inc. Pension Trust in the asset neighbourhood

O.P.C.M.I.a. Local 561 Retirement PlanO.P.C.M.I.a. Local 561 Retir…$6MTri-Valley, Inc. Pension TrustTri-Valley, Inc. Pension Tru…$6MIncentive Planning Corp. Retirement PlanIncentive Planning Corp. Ret…$6MColegio Marista Money Purchase Thrift PlanColegio Marista Money Purcha…$6MBlair Senior Services, Inc Money Purchase PlanBlair Senior Services, Inc M…$6M
End-of-year total assets ($M) among Tri-Valley, Inc. Pension Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$567K
Employer EIN042594201
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-Valley, Inc.)

Sponsor-wide plan assets over time

All Tri-Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.789518651692106% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.78M $12.2M ▲ +24.7%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Tri-Valley, Inc. Pension Trust, Total assets ($B): 0.00570679 · Participants: 148Tri-Valley, Inc. Pension TrustThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Tri-Valley, Inc. Pension Trust vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Tri-Valley, Inc. Pension Trust side-by-side with 3 peers →

Tri-Valley, Inc. Pension Trust's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is O.P.C.M.I.a. Local 561 Retirement Plan in IN ($6M); by covered participants it is The Guidance Center Money Purchase Plan in PA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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-Valley, Inc. Pension Trust assets move in 2022? ▼
Tri-Valley, Inc. Pension Trust grew at a solid clip - up 11.0% during 2022, from $5M to $6M. Reported net income was $567K.
How have Tri-Valley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-Valley, Inc.'s sponsor-wide assets grew 24.8%, from $10M to $12M.
Which Money Purchase plans are similar in size to Tri-Valley, Inc. Pension Trust? ▼
Among Money Purchase plans in other states, the closest by assets is O.P.C.M.I.a. Local 561 Retirement Plan in IN ($6M, 86 participants).
Which Money Purchase plans cover a similar participant headcount to Tri-Valley, Inc. Pension Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Guidance Center Money Purchase Plan in PA (148 participants, $8M 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 042594201.

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.