401(k) · DOL Form 5500 · 2023

Tricord Management, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
22
Participants Small participant base
40th
Percentile by assets National rank
$180,368
Avg per participant Above avg balance/head
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Official DOL plan name: Tricord Management, LLC 401(k) Plan · Sponsored by Tricord Management, LLC · California · Administrative & Support Services

$4M in assets, 22 participants

Tricord Management, LLC's Tricord Management, LLC 401(k) Plan reported $4M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,772 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Tricord Management, LLC 401(k) Plan ranks #2,772 of 4,372 2023 filers by assets (727% of the sector average)-$4M for 22 participants.

#2,772
in Administrative & Support Services (4,372 peers)
+22.0%
assets growth YoY

Tricord Management, LLC 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Tricord Management, LLC 401(k) Plan vs every filed plan by assets

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

$3,968,098 40th percentile higher than 40% 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

Tricord Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tricord Management, LLC 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tricord Management, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $716K in the plan year 2023 filing.
  • Tricord Management, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tricord Management, LLC 401(k) Plan reported participants fell from 25 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770495477 · Tricord Management, LLC PY 2023 · 401(k)

Tricord Management, LLC 401(k) Plan · $4M · 22 · 40th

  • TYPE $4M
  • TYPE 22
  • TYPE 40th
  • TYPE 401(k)
  • TYPE near Jamie W Broussard Individual (K) Qrp
  • TYPE ind #2772

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 Administrative & Support Services retirement plans → · Plans in California →

Tricord Management, LLC 401(k) Plan in the asset neighbourhood

Tricord Management, LLC 401(k) PlanTricord Management, LLC 401(…$4MJamie W Broussard Individual (K) QrpJamie W Broussard Individual…$4MChild Care Services Association 401(k) PlanChild Care Services Associat…$4MAdvanced Functional Fabrics of America, Inc. 401(k) PlanAdvanced Functional Fabrics …$4MKear Civil Corporation & Spectra 401(k) PlanKear Civil Corporation & Spe…$4M
End-of-year total assets ($M) among Tricord Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$716K
Employer EIN770495477
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tricord Management, LLC)

Sponsor-wide plan assets over time

All Tricord Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 47.68865995233335% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.25M $4.8M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 25 $3M
2023 1 22 $4M
2024 1 24 $5M

Nearby 401(k) Plans in California

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

Tricord Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tricord Management, LLC 401(k) Plan, Total assets ($B): 0.003968098 · Participants: 22Tricord Management, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Tricord Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tricord Management, LLC 401(k) Plan side-by-side with 3 peers →

Tricord Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jamie W Broussard Individual (K) Qrp in LA ($4M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Tricord Management, LLC 401(k) Plan assets move in 2023? ▼
Tricord Management, LLC 401(k) Plan grew sharply - up 22.0% during 2023, from $3M to $4M. Reported net income was $716K.
How have Tricord Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tricord Management, LLC's sponsor-wide assets grew 47.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Tricord Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jamie W Broussard Individual (K) Qrp in LA ($4M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Tricord Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 770495477.

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.