401(k) · DOL Form 5500 · 2023

Tricord Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$383K
Total assets Small plan by assets
N/A
Participants Small participant base
16th
Percentile by assets National rank
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Official DOL plan name: Tricord Investment Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Tricord Investment Group, Inc. · Alabama · Real Estate

$383K in assets, N/A participants

Tricord Investment Group, Inc.'s Tricord Investment Group, Inc. 401(k) Profit Sharing Plan reported $383K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,217 in Real Estate (4,727 peers)

Tricord Investment Group, Inc. multi-year trail

Tricord Investment Group, Inc.'s plans moved -20.8% in assets from 2022 to 2024; this filing shows Tricord Investment Group, Inc. 401(k) Profit Sharing Plan at $383K / N/A participants.

#1,217
in Real Estate (4,727 peers)
-11.7%
assets change YoY

The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tricord Investment Group, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Tricord Investment Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$382,614 16th percentile higher than 16% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tricord Investment Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 2 in the plan year 2022 filing to N/A in the plan year 2023 filing.
  • Tricord Investment Group, Inc. 401(k) Profit Sharing Plan reported net income fell from -$44K in the plan year 2022 filing to -$51K in the plan year 2023 filing.
  • Tricord Investment Group, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $433K in the plan year 2022 filing to $383K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 814550299 · Tricord Investment Group, Inc. PY 2023 · 401(k)

Tricord Investment Group, Inc. 401(k) Profit Sharing Plan · $383K · N/A · 16th

  • TYPE $383K
  • TYPE N/A
  • TYPE 16th
  • TYPE 401(k)
  • TYPE near Wilmington Machinery, Inc. 401(k) Plan
  • TYPE ind #1217

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 Real Estate retirement plans → · Plans in Alabama →

Tricord Investment Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Tricord Investment Group, Inc. 401(k) Profit Sharing PlanTricord Investment Group, In…$383KWilmington Machinery, Inc. 401(k) PlanWilmington Machinery, Inc. 4…$383KWits Solutions Inc. 401(k) PlanWits Solutions Inc. 401(k) P…$383KBubbling Brook Corp 401(k) PlanBubbling Brook Corp 401(k) P…$383KCoal Hill Capital, Inc. 401(k) PlanCoal Hill Capital, Inc. 401(…$383K
End-of-year total assets ($M) among Tricord Investment Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tricord Investment Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tricord Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$343K 20.830775904637523% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.43M $0.34M ▼ -20.9%
Year Plans Participants Total Assets
2022 1 2 $433K
2023 1 N/A $383K
2024 1 N/A $343K

Tricord Investment Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$433K
Net Assets (End of Year)$383K
Net Income-$51K
Employer EIN814550299
Plan Effective Date2017-01-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Tricord Investment Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Tricord Investment Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000382614 · Participants: 0Tricord Investment Group, Inc. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Tricord Investment Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Tricord Investment Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tricord Investment Group, Inc. 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by assets

Outside Alabama, the nearest 401(k) by end-of-year assets is Wilmington Machinery, Inc. 401(k) Plan in NC at $383K (this filing: $383K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($383K here).

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 Tricord Investment Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Tricord Investment Group, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 11.7% during 2023, from $433K to $383K. Reported net income was -$51K.
How have Tricord Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tricord Investment Group, Inc.'s sponsor-wide assets declined 20.8%, from $433K to $343K.
Where does Tricord Investment Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tricord Investment Group, Inc. 401(k) Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tricord Investment Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilmington Machinery, Inc. 401(k) Plan in NC ($383K, 21 participants).

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 814550299.

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.