ESOP · DOL Form 5500 · 2023

Tri-North Builders, Inc. ESOP

Data updated 2026-08-11

$14M
Total assets
57
Participants
66th
Percentile by assets
$250,464
Avg per participant
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Official DOL plan name: Tri-North Builders, Inc. Employee Stock Ownership Plan · Sponsored by Tri-North Builders, Inc. · Wisconsin · Construction

$14M in assets, 57 participants

Tri-North Builders, Inc.'s Tri-North Builders, Inc. Employee Stock Ownership Plan reported $14M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • 66th percentile by assets (of 127,072 plans)
  • #5,859 in Construction (9,030 peers)

Tri-North Builders, Inc. multi-year trail

Tri-North Builders, Inc.'s plans moved +88.3% in assets from 2022 to 2024; this filing shows Tri-North Builders, Inc. Employee Stock Ownership Plan at $14M / 57 participants.

$14M
total plan assets (2023 EOY)
57
covered participants
66th
percentile by assets (of 127,072 plans)
$250,464
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri-North Builders, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tri-North Builders, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Tri-North Builders, Inc. Employee Stock Ownership Plan reported participants rose from 55 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Tri-North Builders, Inc. across 3 plan years on file

Across the 3 plan years Tri-North Builders, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $20M, a gain of 88.3%. Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($10M).

Tri-North Builders, Inc. multi-year asset trail

$5M$10M$15M$20M$25M 202220232024 $10.4M $19.6M ▲ +88.3%
Total plan assets by year, all Tri-North Builders, Inc. plans on file
Year Plans Participants Total Assets
2022 1 55 $10M
2023 1 57 $14M
2024 1 N/A $20M

Tri-North Builders, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN391381552
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Tri-North Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Tri-North Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Tri-North Builders, …Schreiber Foods, Inc…Woodman's Employees'…Ki Employee Stock Ow…Trachte Building Sys…Wausau Supply Compan…
Tri-North Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Tri-North Builders, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Tri-North Builders, Inc. Employee Stock Ownership Plan assets move in 2023?
Tri-North Builders, Inc. Employee Stock Ownership Plan surged - up 37.5% during 2023, from $10M to $14M. Reported net income was $4M.
How have Tri-North Builders, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Tri-North Builders, Inc.'s sponsor-wide assets grew 88.3%, from $10M to $20M.
Which ESOP plans are similar in size to Tri-North Builders, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Metroconnections, Inc. Employee Stock Ownership Plan and Trust in MN ($14M, 71 participants).

Next read for Tri-North Builders, Inc. Employee Stock …

Multi-year trail

Ways to act on Tri-North Builders, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Tri-North Builders, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
  • Tri-North Builders, Inc.'s sponsor-wide assets have grown 88.3% since 2022 across 3 plan years on file. More Construction plans