ESOP · DOL Form 5500 · 2023

Trinity Group Holdings, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
206
Participants Below avg headcount
76th
Percentile by assets National rank
$115,935
Avg per participant Below avg balance/head
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Official DOL plan name: Trinity Group Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Trinity Group Holdings, Inc. · Missouri · Manufacturing

$24M in assets, 206 participants

Trinity Group Holdings, Inc.'s Trinity Group Holdings, Inc. Employee Stock Ownership Plan reported $24M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,437 in Manufacturing (18,722 peers)

Coverage in Missouri

Trinity Group Holdings, Inc. Employee Stock Ownership Plan covers 206 participants in Missouri, about 28% of the average Missouri filer (state average ~737 per filing). Assets: $24M.

#12,437
in Manufacturing (18,722 peers)
-46.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trinity Group Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Trinity Group Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$23,882,608 Top 24% higher than 76% 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

Trinity Group Holdings, Inc. 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. Trinity Group Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trinity Group Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$20M in the plan year 2023 filing.
  • Trinity Group Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $45M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Trinity Group Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 179 in the plan year 2022 filing to 206 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461869634 · Trinity Group Holdings, Inc. PY 2023 · ESOP

Trinity Group Holdings, Inc. Employee Stock Ownership Plan · $24M · 206 · 76th

  • TYPE $24M
  • TYPE 206
  • TYPE 76th
  • TYPE ESOP
  • TYPE near Fire Engineering Company Inc Employee Stock Ownership Plan
  • TYPE ind #12437

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 Missouri →

Trinity Group Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kline Electric, Inc. Employee Stock Ownership PlanKline Electric, Inc. Employe…$24MBayview Services Group Employee Stock Ownership PlanBayview Services Group Emplo…$24MSchool Services Employee Stock Ownership PlanSchool Services Employee Sto…$24MTrinity Group Holdings, Inc. Employee Stock Ownership PlanTrinity Group Holdings, Inc.…$24MFire Engineering Company Inc Employee Stock Ownership PlanFire Engineering Company Inc…$24M
End-of-year total assets ($M) among Trinity Group Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)-$5M
Net Income-$20M
Employer EIN461869634
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Group Holdings, Inc.)

Sponsor-wide plan assets over time

All Trinity Group Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 57.07909677347038% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $44.6M $19.2M ▼ -57.1%
Year Plans Participants Total Assets
2022 1 179 $45M
2023 1 206 $24M
2024 1 231 $19M

Nearby ESOP Plans in Missouri

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

Trinity Group Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Trinity Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.023882608 · Participants: 206Trinity Group Holdings, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Trinity Group Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Trinity Group Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Trinity Group Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Fire Engineering Company Inc Employee Stock Ownership Plan in UT ($24M); by covered participants it is Bankprov Employee Stock Ownership Plan in MA (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Trinity Group Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Trinity Group Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 46.5% during 2023, from $45M to $24M. Reported net income was -$20M.
How have Trinity Group Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Group Holdings, Inc.'s sponsor-wide assets declined 57.1%, from $45M to $19M.
Where does Trinity Group Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Trinity Group Holdings, Inc. Employee Stock Ownership Plan ranks in the 76th 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 ESOP plans are similar in size to Trinity Group Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fire Engineering Company Inc Employee Stock Ownership Plan in UT ($24M, 109 participants).
Which ESOP plans cover a similar participant headcount to Trinity Group Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bankprov Employee Stock Ownership Plan in MA (206 participants, $15M 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 461869634.

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.