401(k) · DOL Form 5500 · 2023

Tristar Risk Management, Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
738
Participants Near avg headcount
88th
Percentile by assets National rank
$89,578
Avg per participant Below avg balance/head
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Official DOL plan name: Tristar Risk Management, Inc. 401(k) Plan · Sponsored by Tristar Risk Management, Inc. · California · Finance & Insurance

$66M in assets, 738 participants

Tristar Risk Management, Inc.'s Tristar Risk Management, Inc. 401(k) Plan reported $66M in total assets and 738 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,251 in Finance & Insurance (8,869 peers)

Where Tristar Risk Management, Inc. 401(k) Plan sits by assets

Tristar Risk Management, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $66M for 738 participants (~$89,578/participant), up 16.9% in 2023.

#7,251
in Finance & Insurance (8,869 peers)
+16.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Tristar Risk Management, Inc. 401(k) Plan's outsized position by total assets

Tristar Risk Management, Inc. 401(k) Plan vs every filed plan by assets

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

$66,108,257 Top 12% higher than 88% 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

Tristar Risk Management, Inc. 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. Tristar Risk Management, Inc. 401(k) Plan sits mid-pack in the medium band (738 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tristar Risk Management, Inc. 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Tristar Risk Management, Inc. 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Tristar Risk Management, Inc. 401(k) Plan reported participants rose from 712 in the plan year 2022 filing to 738 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952791831 · Tristar Risk Management, Inc. PY 2023 · 401(k)

Tristar Risk Management, Inc. 401(k) Plan · $66M · 738 · 88th

  • EBSA $66M
  • PART 738
  • TYPE 88th
  • NET 401(k)
  • BOOK near Miner's, Inc. 401(k) Plan
  • VS-ST ind #7251

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 Finance & Insurance retirement plans → · Plans in California →

Tristar Risk Management, Inc. 401(k) Plan in the asset neighbourhood

Tristar Risk Management, Inc. 401(k) PlanTristar Risk Management, Inc…$66MMiner's, Inc. 401(k) Plan$66MLandscape Structures, Inc. 401(k) Profit Sharing PlanLandscape Structures, Inc. 4…$66MC. F. Martin & Co., Inc. 401(k) PlanC. F. Martin & Co., Inc. 401…$66MVoxx International Corporation Profit Sharing and 401(k) PlanVoxx International Corporati…$66M
End-of-year total assets ($M) among Tristar Risk Management, Inc. 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)$57M
Net Assets (End of Year)$66M
Net Income$10M
Employer EIN952791831
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tristar Risk Management, Inc.)

Sponsor-wide plan assets over time

All Tristar Risk Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 33.41112522002805% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $56.6M $75.5M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 712 $57M
2023 1 738 $66M
2024 1 771 $75M

Nearby 401(k) Plans in California

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

Tristar Risk Management, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tristar Risk Management, Inc. 401(k) Plan, Total assets ($B): 0.066108257 · Participants: 738Tristar Risk Management, Inc. 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
Tristar Risk Management, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tristar Risk Management, Inc. 401(k) Plan side-by-side with 3 peers →

Tristar Risk Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Miner's, Inc. 401(k) Plan in MN ($66M); by covered participants it is B1bank Employee Retirement Plan and Trust in LA (738 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (738 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 Tristar Risk Management, Inc. 401(k) Plan assets move in 2023? ▼
Tristar Risk Management, Inc. 401(k) Plan grew sharply - up 16.9% during 2023, from $57M to $66M. Reported net income was $10M.
How have Tristar Risk Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tristar Risk Management, Inc.'s sponsor-wide assets grew 33.4%, from $57M to $75M.
Where does Tristar Risk Management, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Tristar Risk Management, Inc. 401(k) Plan ranks in the 88th 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 Tristar Risk Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miner's, Inc. 401(k) Plan in MN ($66M, 1,695 participants).
Which 401(k) plans cover a similar participant headcount to Tristar Risk Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B1bank Employee Retirement Plan and Trust in LA (738 participants, $62M 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 952791831.

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.