401(k) · DOL Form 5500 · 2023

Tri-Counties Bank 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
1,221
Participants Near avg headcount
88th
Percentile by assets National rank
$56,574
Avg per participant Low balance/head
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Official DOL plan name: Tri-Counties Bank 401(k) Plan · Sponsored by Tri-Counties Bank · California · Finance & Insurance

$69M in assets, 1,221 participants

Tri-Counties Bank's Tri-Counties Bank 401(k) Plan reported $69M in total assets and 1,221 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,295 in Finance & Insurance (8,869 peers)

Where Tri-Counties Bank 401(k) Plan sits by assets

Tri-Counties Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $69M for 1,221 participants (~$56,574/participant), up 21.9% in 2023.

#7,295
in Finance & Insurance (8,869 peers)
+21.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Tri-Counties Bank 401(k) Plan's outsized position by total assets

Tri-Counties Bank 401(k) Plan vs every filed plan by assets

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

$69,076,300 Top 12% higher than 88% 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

Tri-Counties Bank 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-Counties Bank 401(k) Plan lands in the large band (1,221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri-Counties Bank 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Tri-Counties Bank 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Tri-Counties Bank 401(k) Plan reported participants rose from 1,070 in the plan year 2022 filing to 1,221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942261923 · Tri-Counties Bank PY 2023 · 401(k)

Tri-Counties Bank 401(k) Plan · $69M · 1,221 · 88th

  • 5500 $69M
  • 5500 1,221
  • 5500 88th
  • 5500 401(k)
  • 5500 near Keplr Vision 401(k) Plan
  • 5500 ind #7295

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 Finance & Insurance retirement plans → · Plans in California →

Tri-Counties Bank 401(k) Plan in the asset neighbourhood

Noble Research Institute, LLC 401(k) PlanNoble Research Institute, LL…$69MModern Forge Companies Employee Retirement Benefit PlanModern Forge Companies Emplo…$69MAcquia, Inc. 401(k) Plan$69MTri-Counties Bank 401(k) Plan$69MKeplr Vision 401(k) Plan$69M
End-of-year total assets ($M) among Tri-Counties Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$69M
Net Income$12M
Employer EIN942261923
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-Counties Bank)

Sponsor-wide plan assets over time

All Tri-Counties Bank plans reported in each filing year

Latest sponsor-wide plan assets
$83M 46.716300289713786% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.7M $83.1M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 1,070 $57M
2023 1 1,221 $69M
2024 1 1,216 $83M

Nearby 401(k) Plans in California

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

Tri-Counties Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tri-Counties Bank 401(k) Plan, Total assets ($B): 0.0690763 · Participants: 1221Tri-Counties Bank 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Tri-Counties Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tri-Counties Bank 401(k) Plan side-by-side with 3 peers →

Tri-Counties Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Keplr Vision 401(k) Plan in IL ($69M); by covered participants it is Zep Inc. 401(k) Plan in GA (1,221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,221 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 Tri-Counties Bank 401(k) Plan assets move in 2023? ▼
Tri-Counties Bank 401(k) Plan grew sharply - up 21.9% during 2023, from $57M to $69M. Reported net income was $12M.
How have Tri-Counties Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-Counties Bank's sponsor-wide assets grew 46.7%, from $57M to $83M.
Where does Tri-Counties Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Tri-Counties Bank 401(k) Plan ranks in the 88th 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 Tri-Counties Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keplr Vision 401(k) Plan in IL ($69M, 2,829 participants).
Which 401(k) plans cover a similar participant headcount to Tri-Counties Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zep Inc. 401(k) Plan in GA (1,221 participants, $154M 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 942261923.

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.