ESOP · DOL Form 5500 · 2023

Trio Investments, Inc. ESOP

Data updated 2026-08-25

$527K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$131,695
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trio Investments, Inc. Employees Stock Ownership Trust · Sponsored by Trio Investments, Inc. · Missouri · Construction

$527K in assets, 4 participants

Trio Investments, Inc.'s Trio Investments, Inc. Employees Stock Ownership Trust reported $527K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,510 in Construction (9,030 peers)

Trio Investments, Inc. multi-year trail

Trio Investments, Inc.'s plans moved -15.9% in assets from 2022 to 2024; this filing shows Trio Investments, Inc. Employees Stock Ownership Trust at $527K / 4 participants.

#1,510
in Construction (9,030 peers)
-10.6%
assets change YoY

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trio Investments, Inc. Employees Stock Ownership Trust among the smaller filed plans by assets

Trio Investments, Inc. Employees Stock Ownership Trust vs every filed plan by assets

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

$526,780 18th percentile higher than 18% 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

Trio Investments, Inc. Employees Stock Ownership Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trio Investments, Inc. Employees Stock Ownership Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trio Investments, Inc. Employees Stock Ownership Trust reported net income rose from -$70K in the plan year 2022 filing to -$62K in the plan year 2023 filing.
  • Trio Investments, Inc. Employees Stock Ownership Trust end-of-year assets fell from $589K in the plan year 2022 filing to $527K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431298578 · Trio Investments, Inc. PY 2023 · ESOP

Trio Investments, Inc. Employees Stock Ownership Trust · $527K · 4 · 18th

  • TYPE $527K
  • TYPE 4
  • TYPE 18th
  • TYPE ESOP
  • TYPE near The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust
  • TYPE ind #1510

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 What is an ESOP? → · Plans in Missouri →

Trio Investments, Inc. Employees Stock Ownership Trust in the asset neighbourhood

Trio Investments, Inc. Employees Stock Ownership TrustTrio Investments, Inc. Emplo…$527KThe L.S. Starrett Company 2013 Employee Stock Ownership Plan and TrustThe L.S. Starrett Company 20…$528KJeo Employee Stock Ownership PlanJeo Employee Stock Ownership…$528KCompressed Air Power Employee Stock Ownership PlanCompressed Air Power Employe…$525KKappler, Inc. Employee Stock Ownership PlanKappler, Inc. Employee Stock…$524K
End-of-year total assets ($M) among Trio Investments, Inc. Employees Stock Ownership Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Trio Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Trio Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$495K 15.900709075349445% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M 202220232024 $0.59M $0.5M ▼ -15.3%
Year Plans Participants Total Assets
2022 1 4 $589K
2023 1 4 $527K
2024 1 4 $495K

Trio Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$589K
Net Assets (End of Year)$527K
Net Income-$62K
Employer EIN431298578
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

Peer ESOP plans, same state, same plan type, ranked by total assets.

Trio Investments, Inc. Employees Stock Ownership Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Trio Investments, Inc. Employees Stock Ownership Trust, Total assets ($B): 0.00052678 · Participants: 4Trio Investments, Inc. Employees Stock Ownership TrustBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Trio Investments, Inc. Employees Stock Ownership Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Trio Investments, Inc. Employees Stock Ownership Trust side-by-side with 3 peers →

Trio Investments, Inc. Employees Stock Ownership Trust's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust in MA ($528K); by covered participants it is Martingale & Company Employee Stock Ownership Plan in WA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Trio Investments, Inc. Employees Stock Ownership Trust assets move in 2023? ▼
Trio Investments, Inc. Employees Stock Ownership Trust pulled back noticeably - down 10.6% during 2023, from $589K to $527K. Reported net income was -$62K.
How have Trio Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trio Investments, Inc.'s sponsor-wide assets declined 15.9%, from $589K to $495K.
Where does Trio Investments, Inc. Employees Stock Ownership Trust rank by assets among Form 5500 filers? ▼
Trio Investments, Inc. Employees Stock Ownership Trust ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Trio Investments, Inc. Employees Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by assets is The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust in MA ($528K, 300 participants).
Which ESOP plans cover a similar participant headcount to Trio Investments, Inc. Employees Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Martingale & Company Employee Stock Ownership Plan in WA (4 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 431298578.

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.