ESOP · DOL Form 5500 · 2023

The Tri-M Group, LLC ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
456
Participants Below avg headcount
51st
Percentile by assets National rank
$15,224
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Tri-M Group Employee Stock Ownership Plan · Sponsored by The Tri-M Group, LLC · Pennsylvania · Construction

$7M in assets, 456 participants

The Tri-M Group, LLC's The Tri-M Group Employee Stock Ownership Plan reported $7M in total assets and 456 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,439 in Construction (9,030 peers)

The Tri-M Group, LLC multi-year trail

The Tri-M Group, LLC's plans moved +40.8% in assets from 2022 to 2024; this filing shows The Tri-M Group Employee Stock Ownership Plan at $7M / 456 participants.

#4,439
in Construction (9,030 peers)
+27.6%
assets growth YoY

The Tri-M Group Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

The Tri-M Group Employee Stock Ownership Plan vs every filed plan by assets

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

$6,942,000 Top 49% higher than 51% 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

The Tri-M Group 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. The Tri-M Group Employee Stock Ownership Plan sits mid-pack in the medium band (456 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Tri-M Group Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Tri-M Group Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Tri-M Group Employee Stock Ownership Plan reported participants rose from 401 in the plan year 2022 filing to 456 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043622615 · The Tri-M Group, LLC PY 2023 · ESOP

The Tri-M Group Employee Stock Ownership Plan · $7M · 456 · 51st

  • NET $7M
  • BOOK 456
  • VS-ST 51st
  • BOY ESOP
  • SCH near Clampco Products, Inc. Employee Stock Ownership Plan
  • EBSA ind #4439

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 Pennsylvania →

The Tri-M Group Employee Stock Ownership Plan in the asset neighbourhood

Clampco Products, Inc. Employee Stock Ownership PlanClampco Products, Inc. Emplo…$7MEchometer Company Employee Stock Ownership PlanEchometer Company Employee S…$7MThe Tri-M Group Employee Stock Ownership PlanThe Tri-M Group Employee Sto…$7MBalke Brown Transwestern, Inc. Employee Stock Ownership PlanBalke Brown Transwestern, In…$7MFullerton Glass Co. Employee Stock Ownership PlanFullerton Glass Co. Employee…$7M
End-of-year total assets ($M) among The Tri-M Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Tri-M Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Tri-M Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$84M 40.764247215139264% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.8M $84.2M ▲ +40.8%
Year Plans Participants Total Assets
2022 2 857 $60M
2023 2 921 $71M
2024 2 936 $84M

The Tri-M Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$26M
Net Income$3M
Employer EIN043622615
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

The Tri-M Group Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Tri-M Group Employee Stock Ownership Plan, Total assets ($B): 0.006942 · Participants: 456The Tri-M Group Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
The Tri-M Group Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare The Tri-M Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Tri-M Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Clampco Products, Inc. Employee Stock Ownership Plan in OH ($7M); by covered participants it is Folience, Inc. Employee Stock Ownership Plan in IA (455 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (456 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 The Tri-M Group Employee Stock Ownership Plan assets move in 2023? ▼
The Tri-M Group Employee Stock Ownership Plan grew sharply - up 27.6% during 2023, from $5M to $7M. Reported net income was $3M.
How have The Tri-M Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Tri-M Group, LLC's sponsor-wide assets grew 40.8%, from $60M to $84M.
Which ESOP plans are similar in size to The Tri-M Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Clampco Products, Inc. Employee Stock Ownership Plan in OH ($7M, 217 participants).
Which ESOP plans cover a similar participant headcount to The Tri-M Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Folience, Inc. Employee Stock Ownership Plan in IA (455 participants, $39M 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 043622615.

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.