401(k) · DOL Form 5500 · 2023

Tah Operations, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
863
Participants Near avg headcount
79th
Percentile by assets National rank
$33,286
Avg per participant Low balance/head
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Official DOL plan name: Tricon Residential 401(k) Plan · Sponsored by Tah Operations, LLC · California · Real Estate

$29M in assets, 863 participants

Tah Operations, LLC's Tricon Residential 401(k) Plan reported $29M in total assets and 863 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,277 in Real Estate (4,727 peers)

Where Tricon Residential 401(k) Plan sits by assets

Tricon Residential 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 863 participants (~$33,286/participant), up 49.7% in 2023.

#4,277
in Real Estate (4,727 peers)
+49.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tricon Residential 401(k) Plan's outsized position by total assets

Tricon Residential 401(k) Plan vs every filed plan by assets

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

$28,725,906 Top 21% higher than 79% 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

Tricon Residential 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. Tricon Residential 401(k) Plan sits mid-pack in the medium band (863 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tricon Residential 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Tricon Residential 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Tricon Residential 401(k) Plan reported participants rose from 842 in the plan year 2022 filing to 863 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 471254912 · Tah Operations, LLC PY 2023 · 401(k)

Tricon Residential 401(k) Plan · $29M · 863 · 79th

  • VS-ST $29M
  • VS-ST 863
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Ku Endowment Association Employees 401(k) Plan
  • VS-ST ind #4277

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 Real Estate retirement plans → · Plans in California →

Tricon Residential 401(k) Plan in the asset neighbourhood

Tricon Residential 401(k) PlanTricon Residential 401(k) Pl…$29MKu Endowment Association Employees 401(k) PlanKu Endowment Association Emp…$29MCascade Lumber Company 401(k) PlanCascade Lumber Company 401(k…$29MPfnonwovens LLC 401(k) Plan$29MFlexitallic Group 401(k) Profit Sharing PlanFlexitallic Group 401(k) Pro…$29M
End-of-year total assets ($M) among Tricon Residential 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$29M
Net Income$10M
Employer EIN471254912
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tah Operations, LLC)

Sponsor-wide plan assets over time

All Tah Operations, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 99.19030825187349% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $19.2M $38.2M ▲ +99.2%
Year Plans Participants Total Assets
2022 1 842 $19M
2023 1 863 $29M
2024 1 802 $38M

Nearby 401(k) Plans in California

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

Tricon Residential 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tricon Residential 401(k) Plan, Total assets ($B): 0.028725906 · Participants: 863Tricon Residential 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
Tricon Residential 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tricon Residential 401(k) Plan side-by-side with 3 peers →

Tricon Residential 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ku Endowment Association Employees 401(k) Plan in KS ($29M); by covered participants it is Elwood Staffing Services, Inc. 401(k) Retirement Plan in IN (863 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (863 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 Tricon Residential 401(k) Plan assets move in 2023? ▼
Tricon Residential 401(k) Plan surged - up 49.7% during 2023, from $19M to $29M. Reported net income was $10M.
How have Tah Operations, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tah Operations, LLC's sponsor-wide assets grew 99.2%, from $19M to $38M.
Where does Tricon Residential 401(k) Plan rank by assets among Form 5500 filers? ▼
Tricon Residential 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tricon Residential 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ku Endowment Association Employees 401(k) Plan in KS ($29M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Tricon Residential 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elwood Staffing Services, Inc. 401(k) Retirement Plan in IN (863 participants, $28M 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 471254912.

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.