Profit Sharing · DOL Form 5500 · 2022
Tri-State Valve & Instrument Inc Profit Sharing Plan
Data updated 2026-08-25
- $239K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $29,900
- Avg per participant Low balance/head
Official DOL plan name: Tri-State Valve& Instrument Inc 401 K Profit Sharing Plan Trust · Sponsored by Tri-State Valve & Instrument Inc · Tennessee · Professional & Technical Services
$239K in assets, 8 participants
Tri-State Valve & Instrument Inc's Tri-State Valve& Instrument Inc 401 K Profit Sharing Plan Trust reported $239K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #2,092 in Professional & Technical Services (21,562 peers)
2022 asset change
Tri-State Valve& Instrument Inc 401 K Profit Sharing Plan Trust contracted severely 56.2% in 2022 ($546K → $239K) for 8 participants.
- #2,092
- in Professional & Technical Services (21,562 peers)
- -56.2%
- assets change YoY
The plan reported a net loss of $307K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tri-State Valve& Instrument Inc 401 K Profit Sharing Plan Trust among the smaller filed plans by assets
Tri-State Valve& Instrument Inc 401 K Profit Sharing Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$239,197 12th percentile higher than 12% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tri-State Valve& Instrument Inc 401 K Profit Sharing Plan Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-State Valve& Instrument Inc 401 K Profit Sharing Plan Trust is a micro filing (8 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 204007885 · Tri-State Valve & Instrument Inc PY 2022 · Profit Sharing
Tri-State Valve& Instrument Inc 401 K Profit Sharing Plan Trust · $239K · 8 · 12th
- NET $239K
- NET 8
- NET 12th
- NET Profit Sharing
- NET near Ijm-Wmm Inc. Retirement Plan
- NET ind #2092
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Tri-State Valve& Instrument Inc 401 K Profit Sharing Plan Trust in the asset neighbourhood
Tri-State Valve & Instrument Inc years around the 2022 move
Sponsor-wide plan assets over time
All Tri-State Valve & Instrument Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $227K 4.948640660208949% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $239K |
| 2023 | 1 | 13 | $227K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $546K |
|---|---|
| Net Assets (End of Year) | $239K |
| Net Income | -$307K |
| Employer EIN | 204007885 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $463M · 5,937
- Shreveport Electrical Industry Profit Sharing Plan $77M · 740
- New Orleans Electrical Annuity Plan $66M · 1,451
- Ulps Employee Savings Plan $54M · 236
- University School of Nashville Retirement Plan $34M · 209
Tri-State Valve& Instrument Inc 401 K Profit Sharing Plan Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Ijm-Wmm Inc. Retirement Plan in KY ($239K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($239K here).
- Ijm-Wmm Inc. Retirement Plan (KY) $239K · 3
- Nc Sandy Toes Corporation Profit Sharing Plan (NC) $239K · 2
- Jear Holding Corp. Retirement Plan (CT) $239K · 2
- Fourfold Ventures Inc. Retirement Plan (OK) $239K · 2
Similar participant headcount
Nearest other-state filings by covered participants (8 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.