Other · DOL Form 5500 · 2023

Tri-Valley, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
222
Participants Below avg headcount
43rd
Percentile by assets National rank
$20,653
Avg per participant Low balance/head
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Official DOL plan name: Tri-Valley, Inc. 403(b) Plan · Sponsored by Tri-Valley, Inc. · Massachusetts · Healthcare & Social Assistance

$5M in assets, 222 participants

Tri-Valley, Inc.'s Tri-Valley, Inc. 403(b) Plan reported $5M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,171 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Tri-Valley, Inc. 403(b) Plan covers 222 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#8,171
in Healthcare & Social Assistance (17,684 peers)
+12.6%
assets growth YoY

Tri-Valley, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tri-Valley, Inc. 403(b) Plan vs every filed plan by assets

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

$4,584,919 43rd percentile higher than 43% 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. 403(b) Plan 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. 403(b) Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri-Valley, Inc. 403(b) Plan reported net income rose from $451K in the plan year 2022 filing to $514K in the plan year 2023 filing.
  • Tri-Valley, Inc. 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Tri-Valley, Inc. 403(b) Plan reported participants fell from 233 in the plan year 2022 filing to 222 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Tri-Valley, Inc. 403(b) Plan · $5M · 222 · 43rd

  • PART $5M
  • TYPE 222
  • NET 43rd
  • BOOK Other
  • VS-ST near National Forest Foundation Defined Contribution Retirement Plan
  • BOY ind #8171

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. 403(b) Plan in the asset neighbourhood

Detroit Symphony Orchestra, Inc. Non-Musicians' Tax Deferred Account PlanDetroit Symphony Orchestra, …$5MTri-Valley, Inc. 403(b) Plan$5MNational Forest Foundation Defined Contribution Retirement PlanNational Forest Foundation D…$5MBehavioral Health Resources Retirement PlanBehavioral Health Resources …$5MBehavioral Healthcare Partners of Central Ohio, Inc. 403(b) PlanBehavioral Healthcare Partne…$5M
End-of-year total assets ($M) among Tri-Valley, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$514K
Employer EIN042594201
Plan Effective Date1999-07-01
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 Other Plans in Massachusetts

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

Tri-Valley, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Tri-Valley, Inc. 403(b) Plan, Total assets ($B): 0.004584919 · Participants: 222Tri-Valley, Inc. 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Tri-Valley, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Tri-Valley, Inc. 403(b) Plan side-by-side with 3 peers →

Tri-Valley, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is National Forest Foundation Defined Contribution Retirement Plan in MT ($5M); by covered participants it is Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan in PA (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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. 403(b) Plan assets move in 2023? ▼
Tri-Valley, Inc. 403(b) Plan grew at a solid clip - up 12.6% during 2023, from $4M to $5M. Reported net income was $514K.
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 Other plans are similar in size to Tri-Valley, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is National Forest Foundation Defined Contribution Retirement Plan in MT ($5M, 55 participants).
Which Other plans cover a similar participant headcount to Tri-Valley, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan in PA (222 participants, $13M 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.