401(k) · DOL Form 5500 · 2023

Tri-Starr Management Services, Inc 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
1,407
Participants Near avg headcount
82nd
Percentile by assets National rank
$27,084
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legacy 401(k) Plan · Sponsored by Tri-Starr Management Services, Inc · Indiana · Administrative & Support Services

$38M in assets, 1,407 participants

Tri-Starr Management Services, Inc's Legacy 401(k) Plan reported $38M in total assets and 1,407 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #3,983 in Administrative & Support Services (4,372 peers)

Coverage in Indiana

Legacy 401(k) Plan covers 1,407 participants in Indiana, 2.6x the typical Indiana plan (state average ~541 per filing). Assets: $38M.

#3,983
in Administrative & Support Services (4,372 peers)
+18.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Legacy 401(k) Plan's outsized position by total assets

Legacy 401(k) Plan vs every filed plan by assets

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

$38,107,104 Top 18% higher than 82% 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

Legacy 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. Legacy 401(k) Plan lands in the large band (1,407 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Legacy 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Legacy 401(k) Plan reported participants fell from 1,467 in the plan year 2022 filing to 1,407 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742616688 · Tri-Starr Management Services, Inc PY 2023 · 401(k)

Legacy 401(k) Plan · $38M · 1,407 · 82nd

  • EIN $38M
  • RANK 1,407
  • PHOTO 82nd
  • IND 401(k)
  • EOY near M-D Building Products, Inc. 401(k) Plan
  • 5500 ind #3983

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 Administrative & Support Services retirement plans → · Plans in Indiana →

Legacy 401(k) Plan in the asset neighbourhood

Legacy 401(k) Plan$38MM-D Building Products, Inc. 401(k) PlanM-D Building Products, Inc. …$38MSound Employees Retirement PlanSound Employees Retirement P…$38MMaxitrol Company Employees Profit Sharing Plan & TrustMaxitrol Company Employees P…$38MCity Brewing Company Hourly 401(k) PlanCity Brewing Company Hourly …$38M
End-of-year total assets ($M) among Legacy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$6M
Employer EIN742616688
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-Starr Management Services, Inc)

Sponsor-wide plan assets over time

All Tri-Starr Management Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$39M 20.26092760989128% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $32.1M $38.6M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 1,467 $32M
2023 1 1,407 $38M
2024 1 1,191 $39M

Nearby 401(k) Plans in Indiana

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

Legacy 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Legacy 401(k) Plan, Total assets ($B): 0.038107104 · Participants: 1407Legacy 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Legacy 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Legacy 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is M-D Building Products, Inc. 401(k) Plan in OK ($38M); by covered participants it is Concurrent Hro 401(k) Plan in CO (1,407 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,407 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 Legacy 401(k) Plan assets move in 2023? ▼
Legacy 401(k) Plan grew sharply - up 18.8% during 2023, from $32M to $38M. Reported net income was $6M.
How have Tri-Starr Management Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-Starr Management Services, Inc's sponsor-wide assets grew 20.3%, from $32M to $39M.
Where does Legacy 401(k) Plan rank by assets among Form 5500 filers? ▼
Legacy 401(k) Plan ranks in the 82nd 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 Legacy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is M-D Building Products, Inc. 401(k) Plan in OK ($38M, 951 participants).
Which 401(k) plans cover a similar participant headcount to Legacy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concurrent Hro 401(k) Plan in CO (1,407 participants, $43M 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 742616688.

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.