401(k) · DOL Form 5500 · 2023

Tri-State Electric, Ltd 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
114
Participants Small participant base
50th
Percentile by assets National rank
$57,529
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tri-State Electric 401(k) Plan · Sponsored by Tri-State Electric, Ltd · Texas · Construction

$7M in assets, 114 participants

Tri-State Electric, Ltd's Tri-State Electric 401(k) Plan reported $7M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,337 in Construction (9,030 peers)

Coverage in Texas

Tri-State Electric 401(k) Plan covers 114 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#4,337
in Construction (9,030 peers)
+14.7%
assets growth YoY

Tri-State Electric 401(k) Plan's mid-pack asset rank among Construction and all filers

Tri-State Electric 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,558,333 Top 50% higher than 50% of 127,068 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 2023

Tri-State Electric 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-State Electric 401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri-State Electric 401(k) Plan reported net income rose from -$555K in the plan year 2022 filing to $838K in the plan year 2023 filing.
  • Tri-State Electric 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Tri-State Electric 401(k) Plan reported participants fell from 126 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 743022814 · Tri-State Electric, Ltd PY 2023 · 401(k)

Tri-State Electric 401(k) Plan · $7M · 114 · 50th

  • RANK $7M
  • PHOTO 114
  • IND 50th
  • EOY 401(k)
  • 5500 near Norex, Inc. 401(k) Plan
  • ASSETS ind #4337

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 Construction retirement plans → · Plans in Texas →

Tri-State Electric 401(k) Plan in the asset neighbourhood

Tri-State Electric 401(k) PlanTri-State Electric 401(k) Pl…$7MNorex, Inc. 401(k) Plan$7MDonsuemor, Inc. 401(k) Plan$7MAlan J. Vallarine, D.D.S., Inc. 401(k) Profit Sharing PlanAlan J. Vallarine, D.D.S., I…$7MDennis Beverage Company 401(k) Retirement PlanDennis Beverage Company 401(…$7M
End-of-year total assets ($M) among Tri-State Electric 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$838K
Employer EIN743022814
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-State Electric, Ltd)

Sponsor-wide plan assets over time

All Tri-State Electric, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.79133683656446% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.72M $7.31M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 126 $6M
2023 1 114 $7M
2024 1 112 $7M

Nearby 401(k) Plans in Texas

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

Tri-State Electric 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Tri-State Electric 401(k) Plan, Total assets ($B): 0.006558333 · Participants: 114Tri-State Electric 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Tri-State Electric 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Tri-State Electric 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Norex, Inc. 401(k) Plan in MN ($7M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tri-State Electric 401(k) Plan assets move in 2023? ▼
Tri-State Electric 401(k) Plan grew at a solid clip - up 14.7% during 2023, from $6M to $7M. Reported net income was $838K.
How have Tri-State Electric, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-State Electric, Ltd's sponsor-wide assets grew 27.8%, from $6M to $7M.
Which 401(k) plans are similar in size to Tri-State Electric 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Norex, Inc. 401(k) Plan in MN ($7M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Tri-State Electric 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 743022814.

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.