Other
2023 plan-year Other DOL Form 5500

Tricon Construction, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Tricon Construction, Inc. · Maryland · Construction

What the 2023 filing shows

Tricon Construction, Inc. Employee Stock Ownership Plan holds $9M for 132 participants — about $66,778 per participant, up 20.9% over the 2023 plan year.

$9M
total plan assets (2023 EOY)
132
covered participants
$66,778
avg assets per participant
+20.9%
assets growth YoY
Total Assets (2023)
$9M
Participants
132
State
Industry
Construction

What the Filing Says About Tricon Construction, Inc. Employee Stock Ownership Plan

Tricon Construction, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Tricon Construction, Inc., headquartered in Maryland. As of the 2023 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 132 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 521792191, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2023 to $9M at year-end — a gain of 20.9%. Net assets (after liabilities) closed the year at $9M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Tricon Construction, Inc.)

Year Plans Participants Total Assets
2022 2 316 $14M
2023 2 261 $16M
2024 1 119 $11M

Nearby Other Plans in Maryland

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

Frequently Asked Questions

How much money is in the Tricon Construction, Inc. Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Tricon Construction, Inc. Employee Stock Ownership Plan holds $9M in total assets with 132 participants. It is sponsored by Tricon Construction, Inc..
What type of plan is Tricon Construction, Inc. Employee Stock Ownership Plan?
Tricon Construction, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 1999-01-01. The plan is filed with the U.S. Department of Labor under EIN 521792191.
Who sponsors the Tricon Construction, Inc. Employee Stock Ownership Plan?
Tricon Construction, Inc. Employee Stock Ownership Plan is sponsored by Tricon Construction, Inc., located in Maryland. The sponsor's EIN is 521792191 and the plan operates in the Construction industry.
How did Tricon Construction, Inc. Employee Stock Ownership Plan perform in 2023?
Tricon Construction, Inc. Employee Stock Ownership Plan grew by 20.9% during 2023, moving from $7M to $9M in total assets. Net income was $2M.
Where can I find official filings for Tricon Construction, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Tricon Construction, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521792191 or plan name at efast.dol.gov.
How does Tricon Construction, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Tricon Construction, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 521792191.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.