ESOP · DOL Form 5500 · 2023

Tricon Construction, Inc. ESOP

Data updated 2026-08-11

$9M
Total assets
132
Participants
56th
Percentile by assets
$66,778
Avg per participant
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Official DOL plan name: Tricon Construction, Inc. Employee Stock Ownership Plan · Sponsored by Tricon Construction, Inc. · Maryland · Construction

$9M in assets, 132 participants

Tricon Construction, Inc.'s Tricon Construction, Inc. Employee Stock Ownership Plan reported $9M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • 56th percentile by assets (of 127,072 plans)
  • #4,888 in Construction (9,030 peers)

Coverage in Maryland

Tricon Construction, Inc. Employee Stock Ownership Plan covers 132 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $9M.

$9M
total plan assets (2023 EOY)
132
covered participants
56th
percentile by assets (of 127,072 plans)
$66,778
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tricon Construction, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Tricon Construction, Inc. Employee Stock Ownership Plan reported participants fell from 159 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Tricon Construction, Inc. Employee Stock Ownership Plan reports 132 participants - about 14% of that state average ($9M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN521792191
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tricon Construction, Inc.)

$10M$12M$14M$16M$18M 202220232024 $14.3M $11.4M ▼ -20.5%
Total plan assets by year, all Tricon Construction, Inc. plans on file
Year Plans Participants Total Assets
2022 2 316 $14M
2023 2 261 $16M
2024 1 119 $11M

Nearby ESOP Plans in Maryland

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

Tricon Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants

Tricon Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Tricon Construction,…Evapco, Inc. Employe…Westat, Inc. Employe…Kci Technologies, In…Brown Capital Manage…Lockheed Martin Corp…
Tricon Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Tricon Construction, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Tricon Construction, Inc. Employee Stock Ownership Plan assets move in 2023?
Tricon Construction, Inc. Employee Stock Ownership Plan grew sharply - up 20.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have Tricon Construction, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Tricon Construction, Inc.'s sponsor-wide assets declined 20.6%, from $14M to $11M.
Which ESOP plans are similar in size to Tricon Construction, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Ohio Valley Banc Corp Employee Stock Ownership Plan in OH ($9M, 228 participants).

Next read for Tricon Construction, Inc. Employee Stock…

Filing takeaways

Ways to act on Tricon Construction, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Tricon Construction, 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 Maryland. Compare plans
  • Tricon Construction, Inc.'s sponsor-wide assets have declined 20.6% since 2022 across 3 plan years on file. More Construction plans