ESOP · DOL Form 5500 · 2023

Tri Holdco, Inc. ESOP

Data updated 2026-08-25

$102M
Total assets Near avg plan size
335
Participants Below avg headcount
91st
Percentile by assets National rank
$305,636
Avg per participant High balance/head
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Official DOL plan name: Tri Holdco, Inc. Employee Stock Ownership Plan · Sponsored by Tri Holdco, Inc. · California · Professional & Technical Services

$102M in assets, 335 participants

Tri Holdco, Inc.'s Tri Holdco, Inc. Employee Stock Ownership Plan reported $102M in total assets and 335 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,814 in Professional & Technical Services (20,321 peers)

Where Tri Holdco, Inc. Employee Stock Ownership Plan sits by assets

Tri Holdco, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $102M for 335 participants (~$305,636/participant), up 10.5% in 2023.

#18,814
in Professional & Technical Services (20,321 peers)
+10.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Tri Holdco, Inc. Employee Stock Ownership Plan's outsized position by total assets

Tri Holdco, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$102,388,070 Top 9% higher than 91% 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. Employee Stock Ownership 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. Employee Stock Ownership Plan sits mid-pack in the medium band (335 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri Holdco, Inc. Employee Stock Ownership Plan reported net income fell from $15M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Tri Holdco, Inc. Employee Stock Ownership Plan end-of-year assets rose from $93M in the plan year 2022 filing to $102M in the plan year 2023 filing.
  • Tri Holdco, Inc. Employee Stock Ownership Plan reported participants rose from 324 in the plan year 2022 filing to 335 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330336176 · Tri Holdco, Inc. PY 2023 · ESOP

Tri Holdco, Inc. Employee Stock Ownership Plan · $102M · 335 · 91st

  • RANK $102M
  • PHOTO 335
  • IND 91st
  • EOY ESOP
  • 5500 near Equus Holdings, Inc. Employee Stock Ownership Plan
  • ASSETS ind #18814

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 California →

Tri Holdco, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fj Management Inc. Employee Stock Ownership PlanFj Management Inc. Employee …$103MDealers Electrical Supply Co. Employee Stock Ownership PlanDealers Electrical Supply Co…$103MTri Holdco, Inc. Employee Stock Ownership PlanTri Holdco, Inc. Employee St…$102MEquus Holdings, Inc. Employee Stock Ownership PlanEquus Holdings, Inc. Employe…$102MRobert E. Mason & Associates, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates…$102M
End-of-year total assets ($M) among Tri Holdco, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$83M
Net Income$11M
Employer EIN330336176
Plan Effective Date2011-02-01
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
$107M 15.199071707248542% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $92.7M $107M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 324 $93M
2023 1 335 $102M
2024 1 322 $107M

Nearby ESOP Plans in California

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

Tri Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Tri Holdco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.10238807 · Participants: 335Tri Holdco, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Tri Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Tri Holdco, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Tri Holdco, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Equus Holdings, Inc. Employee Stock Ownership Plan in MN ($102M); by covered participants it is Kinzler Employee Stock Ownership Plan and Trust Agreement in IA (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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. Employee Stock Ownership Plan assets move in 2023? ▼
Tri Holdco, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.5% during 2023, from $93M to $102M. Reported net income was $11M.
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 grew 15.2%, from $93M to $107M.
Where does Tri Holdco, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Tri Holdco, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Tri Holdco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Equus Holdings, Inc. Employee Stock Ownership Plan in MN ($102M, 154 participants).
Which ESOP plans cover a similar participant headcount to Tri Holdco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kinzler Employee Stock Ownership Plan and Trust Agreement in IA (335 participants, $6M 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 330336176.

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.