401(k) · DOL Form 5500 · 2023

Tri Holdco, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
333
Participants Below avg headcount
77th
Percentile by assets National rank
$75,448
Avg per participant Below avg balance/head
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Official DOL plan name: Tri Holdco., Inc. 401(k) Plan · Sponsored by Tri Holdco, Inc. · California · Professional & Technical Services

$25M in assets, 333 participants

Tri Holdco, Inc.'s Tri Holdco., Inc. 401(k) Plan reported $25M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,616 in Professional & Technical Services (20,321 peers)

Where Tri Holdco., Inc. 401(k) Plan sits by assets

Tri Holdco., Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 333 participants (~$75,448/participant), up 24.7% in 2023.

#15,616
in Professional & Technical Services (20,321 peers)
+24.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tri Holdco., Inc. 401(k) Plan's outsized position by total assets

Tri Holdco., Inc. 401(k) Plan vs every filed plan by assets

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

$25,124,059 Top 23% higher than 77% 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

Tri Holdco., 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. Tri Holdco., Inc. 401(k) Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri Holdco., Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Tri Holdco., Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Tri Holdco., Inc. 401(k) Plan reported participants rose from 316 in the plan year 2022 filing to 333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 831643898 · Tri Holdco, Inc. PY 2023 · 401(k)

Tri Holdco., Inc. 401(k) Plan · $25M · 333 · 77th

  • PHOTO $25M
  • IND 333
  • EOY 77th
  • 5500 401(k)
  • ASSETS near Aspen Surgical Products Holdings, Inc. 401(k) Plan
  • PCT ind #15616

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 California →

Tri Holdco., Inc. 401(k) Plan in the asset neighbourhood

Tri Holdco., Inc. 401(k) Plan$25MAspen Surgical Products Holdings, Inc. 401(k) PlanAspen Surgical Products Hold…$25MJdrc Managed Services, LLC 401(k) PlanJdrc Managed Services, LLC 4…$25MAmerican Federal Bank 401(k) Profit Sharing PlanAmerican Federal Bank 401(k)…$25MPioneer Technical Services, Inc. 401(k) Profit Sharing PlanPioneer Technical Services, …$25M
End-of-year total assets ($M) among Tri Holdco., 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)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN831643898
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri Holdco, Inc.)

Sponsor-wide plan assets over time

All Tri Holdco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 73.49213587866574% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $113M $29.9M ▼ -73.5%
Year Plans Participants Total Assets
2022 2 640 $113M
2023 1 333 $25M
2024 1 324 $30M

Nearby 401(k) Plans in California

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

Tri Holdco., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tri Holdco., Inc. 401(k) Plan, Total assets ($B): 0.025124059 · Participants: 333Tri Holdco., 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
Tri Holdco., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tri Holdco., Inc. 401(k) Plan side-by-side with 3 peers →

Tri Holdco., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aspen Surgical Products Holdings, Inc. 401(k) Plan in MI ($25M); by covered participants it is Paulo Products Company 401(k) Plan in MO (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Tri Holdco., Inc. 401(k) Plan assets move in 2023? ▼
Tri Holdco., Inc. 401(k) Plan grew sharply - up 24.7% during 2023, from $20M to $25M. Reported net income was $5M.
How have Tri Holdco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri Holdco, Inc.'s sponsor-wide assets declined 73.5%, from $113M to $30M.
Where does Tri Holdco., Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Tri Holdco., Inc. 401(k) Plan ranks in the 77th 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 Tri Holdco., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aspen Surgical Products Holdings, Inc. 401(k) Plan in MI ($25M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Tri Holdco., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paulo Products Company 401(k) Plan in MO (333 participants, $46M 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 831643898.

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.