401(k) · DOL Form 5500 · 2023

Tri-State Generation and Transmission Association Inc. 401(k) Plan

Data updated 2026-08-11

$258M
Total assets: 1,100
Participants: 96th
Percentile by assets: $234,539
Avg per participant

Official DOL plan name: Tri-State 401(k) Plan and Trust · Sponsored by Tri-State Generation and Transmission Association Inc. · Colorado · Utilities

$258M in assets, 1,100 participants

Tri-State Generation and Transmission Association Inc.'s Tri-State 401(k) Plan and Trust reported $258M in total assets and 1,100 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#539 in Utilities (721 peers)

Coverage in Colorado

Tri-State 401(k) Plan and Trust covers 1,100 participants in Colorado, 2.9x the typical Colorado plan (state average ~376 per filing). Assets: $258M.

$258M
total plan assets (2023 EOY): 1,100
covered participants: 96th
percentile by assets (of 127,072 plans): $234,539
avg assets per participant

Where Tri-State 401(k) Plan and Trust sits by total assets

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

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

$257,992,680 Top 4% higher than 96% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Tri-State 401(k) Plan and Trust reported net income rose from -$69M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Tri-State 401(k) Plan and Trust end-of-year assets rose from $235M in the plan year 2022 filing to $258M in the plan year 2023 filing.
Tri-State 401(k) Plan and Trust reported participants fell from 1,170 in the plan year 2022 filing to 1,100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Colorado

Industry

Utilities

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. Tri-State 401(k) Plan and Trust reports 1,100 participants - 2.9x that state average ($258M EOY assets).

Colorado filing particulars

Total Assets (Beginning of Year)	$235M
Net Assets (End of Year)	$258M
Net Income	$23M
Employer EIN	840464189
Plan Effective Date	2000-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Tri-State Generation and Transmission Association Inc.)

Total plan assets by year, all Tri-State Generation and Transmission Association Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,170	$235M
2023	1	1,100	$258M
2024	1	1,127	$279M

Nearby 401(k) Plans in Colorado

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

Tri-State 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare Tri-State 401(k) Plan and Trust side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tri-State 401(k) Plan and Trust by total assets, not by location.

Overhead Door Corporation Retirement Savings Plan (TX) $258M · 3,287
Electricians' Salary Deferral Plan of Local 1, IBEW- St. Louis Chapter NECA (MO) $258M · 1,988
Florida Cancer Specialists & Research Institute, LLC 401(k) Profit Sharing Plan & Trust (FL) $258M · 2,493
Charlotte Pipe and Foundry Company 401(k) Retirement Savings Plan (NC) $258M · 1,702

Frequently Asked Questions

How did Tri-State 401(k) Plan and Trust assets move in 2023? ▼

Tri-State 401(k) Plan and Trust grew at a solid clip - up 9.8% during 2023, from $235M to $258M. Reported net income was $23M.

How have Tri-State Generation and Transmission Association Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Tri-State Generation and Transmission Association Inc.'s sponsor-wide assets grew 18.7%, from $235M to $279M.

Where does Tri-State 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼

Tri-State 401(k) Plan and Trust ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Tri-State 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Overhead Door Corporation Retirement Savings Plan in TX ($258M, 3,287 participants).

Next read for Tri-State 401(k) Plan and Trust

Filing takeaways

Ways to act on Tri-State 401(k) Plan and Trust's numbers.

By total assets, Tri-State 401(k) Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Colorado. Compare plans
Tri-State Generation and Transmission Association Inc.'s sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Utilities plans

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 840464189.