401(k) · DOL Form 5500 · 2023
Tri-Valley Opportunity Council 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 324
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $47,766
- Avg per participant Low balance/head
Official DOL plan name: Safe Harbor 401(k) Profit Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. · Sponsored by Tri-Valley Opportunity Council · Minnesota · Healthcare & Social Assistance
$15M in assets, 324 participants
Tri-Valley Opportunity Council's Safe Harbor 401(k) Profit Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. reported $15M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #12,873 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Safe Harbor 401(k) Profit Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. covers 324 participants in Minnesota, about 29% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.
- #12,873
- in Healthcare & Social Assistance (17,684 peers)
- +20.7%
- assets growth YoY
Safe Harbor 401(k) Profit Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc.'s outsized position by total assets
Safe Harbor 401(k) Profit Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,476,299 Top 32% higher than 68% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Safe Harbor 401(k) Profit Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. 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. Safe Harbor 401(k) Profit Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. sits mid-pack in the medium band (324 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe Harbor 401(k) Profit Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Safe Harbor 401(k) Profit Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
DOL schedule card
Filing strip 410888488 · Tri-Valley Opportunity Council PY 2023 · 401(k)
Safe Harbor 401(k) Profit Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. · $15M · 324 · 68th
- EIN $15M
- RANK 324
- PHOTO 68th
- IND 401(k)
- EOY near US Signal Company 401(k) Plan
- 5500 ind #12873
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
Safe Harbor 401(k) Profit Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 410888488 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-Valley Opportunity Council)
Sponsor-wide plan assets over time
All Tri-Valley Opportunity Council plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 39.20357182172013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 326 | $13M |
| 2023 | 1 | 324 | $15M |
| 2024 | 1 | 357 | $18M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Safe Harbor 401(k) Profit Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is US Signal Company 401(k) Plan in MI ($15M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- US Signal Company 401(k) Plan (MI) $15M · 176
- Golden Rain Foundation 401(k) Retirement Plan (CA) $15M · 124
- Gfc Retirement Plan (MO) $15M · 161
- Dealeron 401(k) Plan (MD) $15M · 404
Similar participant headcount
Nearest other-state filings by covered participants (324 participants); asset peers above are excluded.
- Holston Gases, Inc. 401(k) Profit Sharing Plan (TN) 324 · 0 off
- Clarus Corporation Retirement Savings Plan (UT) 324 · 0 off
- Pti Engineered Plastics, Inc. 401(k) Plan (MI) 324 · 0 off
- Dalton Motors 401(k) Plan (CA) 324 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.