ESOP · DOL Form 5500 · 2023

Trinity Group Holdings, Inc. ESOP

Data updated 2026-08-11

$24M
Total assets: 206
Participants: 76th
Percentile by assets: $115,935
Avg per participant

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.

76th percentile by assets (of 127,072 plans)
#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.

$24M
total plan assets (2023 EOY): 206
covered participants: 76th
percentile by assets (of 127,072 plans): $115,935
avg assets per participant

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.

Where Trinity Group Holdings, Inc. Employee Stock Ownership Plan sits 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

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 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 →

State

Missouri

Industry

Manufacturing

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. Trinity Group Holdings, Inc. Employee Stock Ownership Plan reports 206 participants - about 28% of that state average ($24M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)	$45M
Net Assets (End of Year)	-$5M
Net Income	-$20M
Employer EIN	461869634
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trinity Group Holdings, Inc.)

Total plan assets by year, all Trinity Group Holdings, Inc. plans on file

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

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
Emery Sapp Employee Stock Ownership Plan $313M · 1,947

Compare Trinity Group Holdings, Inc. Employee St… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Trinity Group Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Fire Engineering Company Inc Employee Stock Ownership Plan (UT) $24M · 109
School Services Employee Stock Ownership Plan (CA) $24M · 32
Bayview Services Group Employee Stock Ownership Plan (CA) $24M · 133
Kline Electric, Inc. Employee Stock Ownership Plan (IA) $24M · 142

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).

Next read for Trinity Group Holdings, Inc. Employee St…

Filing takeaways

Ways to act on Trinity Group Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Trinity Group Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
Trinity Group Holdings, Inc.'s sponsor-wide assets have declined 57.1% since 2022 across 3 plan years on file. More Manufacturing 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 461869634.