401(k) · DOL Form 5500 · 2023

The Tri-M Group, L.L.C. 401(k) Plan

Data updated 2026-08-11

$64M
Total assets: 465
Participants: 88th
Percentile by assets: $137,347
Avg per participant

Official DOL plan name: The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan · Sponsored by The Tri-M Group, L.L.C. · Pennsylvania · Construction

$64M in assets, 465 participants

The Tri-M Group, L.L.C.'s The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan reported $64M in total assets and 465 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 127,072 plans)
#7,745 in Construction (9,030 peers)

Where The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan sits by assets

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan sits in the top quartile of all filed plans by assets, $64M for 465 participants (~$137,347/participant), up 17.4% in 2023.

$64M
total plan assets (2023 EOY): 465
covered participants: 88th
percentile by assets (of 127,072 plans): $137,347
avg assets per participant

Where The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan sits by total assets

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan vs every filed plan by assets

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

$63,866,519 Top 12% higher than 88% 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

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan end-of-year assets rose from $54M in the plan year 2022 filing to $64M in the plan year 2023 filing.
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan reported participants rose from 456 in the plan year 2022 filing to 465 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Construction

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan vs the 2023 asset distribution

By assets, The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$54M
Net Assets (End of Year)	$64M
Net Income	$9M
Employer EIN	043622615
Plan Effective Date	2002-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Tri-M Group, L.L.C.)

Total plan assets by year, all The Tri-M Group, L.L.C. plans on file

Year	Plans	Participants	Total Assets
2022	2	857	$60M
2023	2	921	$71M
2024	2	936	$84M

Nearby 401(k) Plans in Pennsylvania

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

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare The Tri-M Group, L.L.C. 401(k) Savings &… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan by total assets, not by location.

Norwood Medical Employee Savings Plan and Trust (OH) $64M · 1,218
Delta Dental of Wisconsin, Inc. Retirement Plan (WI) $64M · 327
Trinity Partners, LLC 401(k) Profit Sharing Plan (MA) $64M · 725
Ryobi Die Casting (USA), Inc. Retirement and Savings Plan (IN) $64M · 810

Frequently Asked Questions

How did The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan assets move in 2023? ▼

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan grew sharply - up 17.4% during 2023, from $54M to $64M. Reported net income was $9M.

How have The Tri-M Group, L.L.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Tri-M Group, L.L.C.'s sponsor-wide assets grew 40.8%, from $60M to $84M.

Where does The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan rank by assets among Form 5500 filers? ▼

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan ranks in the 88th 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 The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Norwood Medical Employee Savings Plan and Trust in OH ($64M, 1,218 participants).

Next read for The Tri-M Group, L.L.C. 401(k) Savings &…

Scale reading

Ways to act on The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan's numbers.

By total assets, The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
The Tri-M Group, L.L.C.'s sponsor-wide assets have grown 40.8% since 2022 across 3 plan years on file. More Construction plans

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.