401(k) · DOL Form 5500 · 2023

Tricon Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
113
Participants Small participant base
75th
Percentile by assets National rank
$198,463
Avg per participant Above avg balance/head
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Official DOL plan name: Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Tricon Energy, Inc. · Texas · Wholesale Trade

$22M in assets, 113 participants

Tricon Energy, Inc.'s Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust reported $22M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,563 in Wholesale Trade (6,309 peers)

Coverage in Texas

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust covers 113 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#4,563
in Wholesale Trade (6,309 peers)
+33.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$22,426,353 Top 25% higher than 75% 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

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust 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. Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 99 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760502110 · Tricon Energy, Inc. PY 2023 · 401(k)

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust · $22M · 113 · 75th

  • EOY $22M
  • EOY 113
  • EOY 75th
  • EOY 401(k)
  • EOY near Utilities International, Inc. 401(k) Retirement Plan
  • EOY ind #4563

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 Wholesale Trade retirement plans → · Plans in Texas →

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Tricon Energy, Inc. 401(k) Profit Sharing Plan and TrustTricon Energy, Inc. 401(k) P…$22MXs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing PlanXs Brokers Insurance Agency,…$22MStine Seed Companies Multiple Employer 401(k) PlanStine Seed Companies Multipl…$22MChan Zuckerberg Biohub 401(k) PlanChan Zuckerberg Biohub 401(k…$22MUtilities International, Inc. 401(k) Retirement PlanUtilities International, Inc…$22M
End-of-year total assets ($M) among Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$6M
Employer EIN760502110
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tricon Energy, Inc.)

Sponsor-wide plan assets over time

All Tricon Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 80.21482526319573% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $16.8M $30.3M ▲ +80.2%
Year Plans Participants Total Assets
2022 1 99 $17M
2023 1 113 $22M
2024 1 120 $30M

Nearby 401(k) Plans in Texas

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

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.022426353 · Participants: 113Tricon Energy, Inc. 401(k) Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Utilities International, Inc. 401(k) Retirement Plan in IL ($22M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust surged - up 33.5% during 2023, from $17M to $22M. Reported net income was $6M.
How have Tricon Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tricon Energy, Inc.'s sponsor-wide assets grew 80.2%, from $17M to $30M.
Where does Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 75th 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 Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Utilities International, Inc. 401(k) Retirement Plan in IL ($22M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 760502110.

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.