401(k) · DOL Form 5500 · 2023

Tri-West, Ltd. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
277
Participants Below avg headcount
87th
Percentile by assets National rank
$201,193
Avg per participant Above avg balance/head
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Official DOL plan name: Tri-West, Ltd. 401(k)/Profit Sharing Plan · Sponsored by Tri-West, Ltd. · California · Wholesale Trade

$56M in assets, 277 participants

Tri-West, Ltd.'s Tri-West, Ltd. 401(k)/Profit Sharing Plan reported $56M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,554 in Wholesale Trade (6,309 peers)

Coverage in California

Tri-West, Ltd. 401(k)/Profit Sharing Plan covers 277 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $56M.

#5,554
in Wholesale Trade (6,309 peers)
+17.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Tri-West, Ltd. 401(k)/Profit Sharing Plan's outsized position by total assets

Tri-West, Ltd. 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$55,730,406 Top 13% higher than 87% 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-West, Ltd. 401(k)/Profit Sharing 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-West, Ltd. 401(k)/Profit Sharing Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri-West, Ltd. 401(k)/Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Tri-West, Ltd. 401(k)/Profit Sharing Plan end-of-year assets rose from $48M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Tri-West, Ltd. 401(k)/Profit Sharing Plan reported participants rose from 244 in the plan year 2022 filing to 277 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953633389 · Tri-West, Ltd. PY 2023 · 401(k)

Tri-West, Ltd. 401(k)/Profit Sharing Plan · $56M · 277 · 87th

  • PHOTO $56M
  • IND 277
  • EOY 87th
  • 5500 401(k)
  • ASSETS near Emergency Medicine Specialists, S.C. Employees' Profit Sharing Plan
  • PCT ind #5554

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 Wholesale Trade retirement plans → · Plans in California →

Tri-West, Ltd. 401(k)/Profit Sharing Plan in the asset neighbourhood

Ensafe 401(k) Profit Sharing PlanEnsafe 401(k) Profit Sharing…$56MGeorges Enterprises 401(k) PlanGeorges Enterprises 401(k) P…$56MTokai Carbon Cb Ltd. 401(k) PlanTokai Carbon Cb Ltd. 401(k) …$56MTri-West, Ltd. 401(k)/Profit Sharing PlanTri-West, Ltd. 401(k)/Profit…$56MEmergency Medicine Specialists, S.C. Employees' Profit Sharing PlanEmergency Medicine Specialis…$56M
End-of-year total assets ($M) among Tri-West, Ltd. 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$56M
Net Income$8M
Employer EIN953633389
Plan Effective Date1982-02-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-West, Ltd.)

Sponsor-wide plan assets over time

All Tri-West, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 34.125096257746705% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $47.6M $63.8M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 244 $48M
2023 1 277 $56M
2024 1 288 $64M

Nearby 401(k) Plans in California

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

Tri-West, Ltd. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tri-West, Ltd. 401(k)/Profit Sharing Plan, Total assets ($B): 0.055730406 · Participants: 277Tri-West, Ltd. 401(k)/Profit Sharing 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-West, Ltd. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tri-West, Ltd. 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Tri-West, Ltd. 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Emergency Medicine Specialists, S.C. Employees' Profit Sharing Plan in WI ($56M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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-West, Ltd. 401(k)/Profit Sharing Plan assets move in 2023? ▼
Tri-West, Ltd. 401(k)/Profit Sharing Plan grew sharply - up 17.1% during 2023, from $48M to $56M. Reported net income was $8M.
How have Tri-West, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-West, Ltd.'s sponsor-wide assets grew 34.1%, from $48M to $64M.
Where does Tri-West, Ltd. 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tri-West, Ltd. 401(k)/Profit Sharing Plan ranks in the 87th 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-West, Ltd. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emergency Medicine Specialists, S.C. Employees' Profit Sharing Plan in WI ($56M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Tri-West, Ltd. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M 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 953633389.

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.