401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$64M
Total assets Below avg plan size
465
Participants Below avg headcount
88th
Percentile by assets National rank
$137,347
Avg per participant Near avg balance/head
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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.

  • #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.

#7,745
in Construction (9,030 peers)
+17.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan's outsized position 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

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, L.L.C. 401(k) Savings & Investment 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, L.L.C. 401(k) Savings & Investment Plan sits mid-pack in the medium band (465 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 043622615 · The Tri-M Group, L.L.C. PY 2023 · 401(k)

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan · $64M · 465 · 88th

  • EOY $64M
  • 5500 465
  • ASSETS 88th
  • PCT 401(k)
  • EIN near Norwood Medical Employee Savings Plan and Trust
  • RANK ind #7745

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 Construction retirement plans → · Plans in Pennsylvania →

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan in the asset neighbourhood

Ryobi Die Casting (USA), Inc. Retirement and Savings PlanRyobi Die Casting (USA), Inc…$64MThe Tri-M Group, L.L.C. 401(k) Savings & Investment PlanThe Tri-M Group, L.L.C. 401(…$64MNorwood Medical Employee Savings Plan and TrustNorwood Medical Employee Sav…$64MDelta Dental of Wisconsin, Inc. Retirement PlanDelta Dental of Wisconsin, I…$64MTrinity Partners, LLC 401(k) Profit Sharing PlanTrinity Partners, LLC 401(k)…$64M
End-of-year total assets ($M) among The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$64M
Net Income$9M
Employer EIN043622615
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All The Tri-M Group, L.L.C. 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

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 Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan, Total assets ($B): 0.063866519 · Participants: 465The Tri-M Group, L.L.C. 401(k) Savings & Investment PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan side-by-side with 3 peers →

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Norwood Medical Employee Savings Plan and Trust in OH ($64M); by covered participants it is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (465 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, 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).
Which 401(k) plans cover a similar participant headcount to The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants, $84M 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.