Money Purchase · DOL Form 5500 · 2023

Tri-Valley, Inc. Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
150
Participants Small participant base
49th
Percentile by assets National rank
$42,602
Avg per participant Low balance/head
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Official DOL plan name: Tri-Valley, Inc. Pension Trust · Sponsored by Tri-Valley, Inc. · Massachusetts · Healthcare & Social Assistance

$6M in assets, 150 participants

Tri-Valley, Inc.'s Tri-Valley, Inc. Pension Trust reported $6M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,593 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Tri-Valley, Inc. Pension Trust covers 150 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#9,593
in Healthcare & Social Assistance (17,684 peers)
+12.0%
assets growth YoY

Tri-Valley, Inc. Pension Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tri-Valley, Inc. Pension Trust vs every filed plan by assets

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

$6,390,369 49th percentile higher than 49% 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-Valley, Inc. Pension Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-Valley, Inc. Pension Trust sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri-Valley, Inc. Pension Trust reported net income rose from $567K in the plan year 2022 filing to $684K in the plan year 2023 filing.
  • Tri-Valley, Inc. Pension Trust end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Tri-Valley, Inc. Pension Trust reported participants rose from 148 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042594201 · Tri-Valley, Inc. PY 2023 · Money Purchase

Tri-Valley, Inc. Pension Trust · $6M · 150 · 49th

  • EOY $6M
  • 5500 150
  • ASSETS 49th
  • PCT Money Purchase
  • EIN near Crystal Run Village Money Purchase Plan
  • RANK ind #9593

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Tri-Valley, Inc. Pension Trust in the asset neighbourhood

Tri-Valley, Inc. Pension TrustTri-Valley, Inc. Pension Tru…$6MCrystal Run Village Money Purchase PlanCrystal Run Village Money Pu…$6MIndian Health Care Resource Center Retirement PlaIndian Health Care Resource …$6MKai Ming, Inc 403(b) DC Retirement PlanKai Ming, Inc 403(b) DC Reti…$6MUniversity of Maryland Foundation 401(a) DC PlanUniversity of Maryland Found…$6M
End-of-year total assets ($M) among Tri-Valley, Inc. Pension Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$684K
Employer EIN042594201
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-Valley, Inc.)

Sponsor-wide plan assets over time

All Tri-Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.789518651692106% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.78M $12.2M ▲ +24.7%
Year Plans Participants Total Assets
2022 2 381 $10M
2023 2 372 $11M
2024 2 413 $12M

Nearby Money Purchase Plans in Massachusetts

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

Tri-Valley, Inc. Pension Trust vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Tri-Valley, Inc. Pension Trust, Total assets ($B): 0.006390369 · Participants: 150Tri-Valley, Inc. Pension TrustThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Tri-Valley, Inc. Pension Trust vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Tri-Valley, Inc. Pension Trust side-by-side with 3 peers →

Tri-Valley, Inc. Pension Trust's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Crystal Run Village Money Purchase Plan in NY ($6M); by covered participants it is Swank Enterprises Inc Davis-Bacon Pension Plan and Trust in MT (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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-Valley, Inc. Pension Trust assets move in 2023? ▼
Tri-Valley, Inc. Pension Trust grew at a solid clip - up 12.0% during 2023, from $6M to $6M. Reported net income was $684K.
How have Tri-Valley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-Valley, Inc.'s sponsor-wide assets grew 24.8%, from $10M to $12M.
Which Money Purchase plans are similar in size to Tri-Valley, Inc. Pension Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Crystal Run Village Money Purchase Plan in NY ($6M, 486 participants).
Which Money Purchase plans cover a similar participant headcount to Tri-Valley, Inc. Pension Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Swank Enterprises Inc Davis-Bacon Pension Plan and Trust in MT (150 participants, $6M 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 042594201.

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.