ESOP · DOL Form 5500 · 2023
Tri Holdco, Inc. ESOP
Data updated 2026-08-11
- $102M
- Total assets
- 335
- Participants
- 91st
- Percentile by assets
- $305,636
- Avg per participant
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.
- 91st percentile by assets (of 127,072 plans)
- #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.
- $102M
- total plan assets (2023 EOY)
- 335
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $305,636
- avg assets per participant
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.
Tri Holdco, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Tri Holdco, Inc. Employee Stock Ownership Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $11M |
| Employer EIN | 330336176 |
| Plan Effective Date | 2011-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri Holdco, Inc.)
| 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
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Tri Holdco, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Tri Holdco, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Tri Holdco, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Tri Holdco, Inc.'s sponsor-wide assets have grown 15.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans