401(k) · DOL Form 5500 · 2023

Tri-National, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,265
Participants Near avg headcount
58th
Percentile by assets National rank
$7,680
Avg per participant Low balance/head
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Official DOL plan name: Tri-National 401(k) Plan · Sponsored by Tri-National, Inc. · Missouri · Transportation & Warehousing

$10M in assets, 1,265 participants

Tri-National, Inc.'s Tri-National 401(k) Plan reported $10M in total assets and 1,265 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,972 in Transportation & Warehousing (3,362 peers)

Tri-National, Inc. multi-year trail

Tri-National, Inc.'s plans moved +47.9% in assets from 2022 to 2024; this filing shows Tri-National 401(k) Plan at $10M / 1,265 participants.

#1,972
in Transportation & Warehousing (3,362 peers)
+28.3%
assets growth YoY

Tri-National 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Tri-National 401(k) Plan vs every filed plan by assets

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

$9,715,190 Top 42% higher than 58% 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-National 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-National 401(k) Plan lands in the large band (1,265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri-National 401(k) Plan reported net income rose from -$522K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tri-National 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Tri-National 401(k) Plan reported participants rose from 1,122 in the plan year 2022 filing to 1,265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 201222154 · Tri-National, Inc. PY 2023 · 401(k)

Tri-National 401(k) Plan · $10M · 1,265 · 58th

  • BOY $10M
  • BOY 1,265
  • BOY 58th
  • BOY 401(k)
  • BOY near 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc.
  • BOY ind #1972

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 Transportation & Warehousing retirement plans → · Plans in Missouri →

Tri-National 401(k) Plan in the asset neighbourhood

Tri-National 401(k) Plan$10M403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc.403(b) Thrift Plan for Emplo…$10MCommunity Renewal Team, Inc. 401(k) PlanCommunity Renewal Team, Inc.…$10MMeiko America, Inc./Meiko Freight Service, Inc. 401(k) PlanMeiko America, Inc./Meiko Fr…$10MVenterra Realty Inc. 401(k) PlanVenterra Realty Inc. 401(k) …$10M
End-of-year total assets ($M) among Tri-National 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tri-National, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tri-National, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 47.92155086877645% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.57M $11.2M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 1,122 $8M
2023 1 1,265 $10M
2024 1 1,555 $11M

Tri-National, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN201222154
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Tri-National 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Tri-National 401(k) Plan, Total assets ($B): 0.00971519 · Participants: 1265Tri-National 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Tri-National 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Tri-National 401(k) Plan side-by-side with 3 peers →

Tri-National 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. in FL ($10M); by covered participants it is Titan International, Inc. Employees' Retirement Savings Plan in IL (1,265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,265 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-National 401(k) Plan assets move in 2023? ▼
Tri-National 401(k) Plan grew sharply - up 28.3% during 2023, from $8M to $10M. Reported net income was $2M.
How have Tri-National, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-National, Inc.'s sponsor-wide assets grew 47.9%, from $8M to $11M.
Which 401(k) plans are similar in size to Tri-National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. in FL ($10M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Tri-National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Titan International, Inc. Employees' Retirement Savings Plan in IL (1,265 participants, $109M 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 201222154.

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.