401(k) · DOL Form 5500 · 2023

Tri-Md, Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 1
Participants Small participant base: 26th
Percentile by assets National rank: $1.3M
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Tri-Md, Inc 401(k) Plan · Sponsored by Tri-Md, Inc · Illinois · Other Services

$1M in assets, 1 participants

Tri-Md, Inc's Tri-Md, Inc 401(k) Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#3,971 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Tri-Md, Inc 401(k) Plan ranks #3,971 of 7,857 2023 filers by assets (1591% of the sector average)-$1M for 1 participant.

#3,971
in Other Services (7,857 peers): -22.6%
assets change YoY

The plan reported a net loss of $368K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tri-Md, Inc 401(k) Plan among the smaller filed plans by assets

Tri-Md, Inc 401(k) Plan vs every filed plan by assets

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

$1,261,799 26th percentile higher than 26% 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

Tri-Md, Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-Md, Inc 401(k) Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Tri-Md, Inc 401(k) Plan reported net income fell from $1M in the plan year 2022 filing to -$368K in the plan year 2023 filing.
Tri-Md, Inc 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 832207656 · Tri-Md, Inc PY 2023 · 401(k)

Tri-Md, Inc 401(k) Plan · $1M · 1 · 26th

BOOK $1M
BOOK 1
BOOK 26th
BOOK 401(k)
BOOK near Karen S. Potter, D.D.S., Inc. Retirement Plan
BOOK ind #3971

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 Other Services retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Tri-Md, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$1M
Net Income	-$368K
Employer EIN	832207656
Plan Effective Date	2019-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Tri-Md, Inc)

Latest sponsor-wide plan assets: $674K 58.611152533157586% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$2M
2023	1	1	$1M
2024	1	1	$674K

Nearby 401(k) Plans in Illinois

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

Tri-Md, Inc 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Tri-Md, Inc 401(k) Plan side-by-side with 3 peers →

Tri-Md, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Karen S. Potter, D.D.S., Inc. Retirement Plan in CA ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Karen S. Potter, D.D.S., Inc. Retirement Plan (CA) $1M · 2
Tagence 401(k) Plan (VA) $1M · 10
D.J.L. Material and Supply Inc. Profit Sharing Plan and Trust (OH) $1M · 13
Majm Sports Inc. Retirement Plan (NJ) $1M · 5

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off
John Hines, Inc. 401(k) Profit Sharing Plan (NM) 1 · 0 off

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 Tri-Md, Inc 401(k) Plan assets move in 2023? ▼

Tri-Md, Inc 401(k) Plan declined sharply - down 22.6% during 2023, from $2M to $1M. Reported net income was -$368K.

How have Tri-Md, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Tri-Md, Inc's sponsor-wide assets declined 58.6%, from $2M to $674K.

Which 401(k) plans are similar in size to Tri-Md, Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Karen S. Potter, D.D.S., Inc. Retirement Plan in CA ($1M, 2 participants).

Which 401(k) plans cover a similar participant headcount to Tri-Md, Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 832207656.