401(k) · DOL Form 5500 · 2024

Tri-R Investment Group Inc. 401(k) Plan

Data updated 2026-08-25

$496K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$495,941
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Risco 401(k) Trust · Sponsored by Tri-R Investment Group Inc. · Florida · Real Estate

$496K in assets, 1 participants

Tri-R Investment Group Inc.'s Risco 401(k) Trust reported $496K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,380 in Real Estate (4,605 peers)

Tri-R Investment Group Inc. multi-year trail

Tri-R Investment Group Inc.'s plans moved -20.0% in assets from 2022 to 2024; this filing shows Risco 401(k) Trust at $496K / 1 participant.

#1,380
in Real Estate (4,605 peers)
-20.0%
assets change YoY

The plan reported a net loss of $124K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Risco 401(k) Trust among the smaller filed plans by assets

Risco 401(k) Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$495,941 18th percentile higher than 18% of 123,620 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 2024

Risco 401(k) Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Risco 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Risco 401(k) Trust end-of-year assets fell from $620K in the plan year 2023 filing to $496K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 832337626 · Tri-R Investment Group Inc. PY 2024 · 401(k)

Risco 401(k) Trust · $496K · 1 · 18th

  • ASSETS $496K
  • PCT 1
  • EIN 18th
  • RANK 401(k)
  • PHOTO near CVS Entertainment Inc. Retirement Plan
  • IND ind #1380

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 Florida →

Risco 401(k) Trust in the asset neighbourhood

Risco 401(k) Trust$496KCVS Entertainment Inc. Retirement PlanCVS Entertainment Inc. Retir…$496KVftc Tr Rachel Anastasio Individual 401 (K)Vftc Tr Rachel Anastasio Ind…$496K3g Holdings, Inc. 401(k) Plan$496KO Dark Thirty Inc. 401(k) PlanO Dark Thirty Inc. 401(k) Pl…$496K
End-of-year total assets ($M) among Risco 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tri-R Investment Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tri-R Investment Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$496K 19.969630025286797% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.62M $0.5M ▼ -19.4%
Year Plans Participants Total Assets
2022 1 1 $620K
2023 1 1 $620K
2024 1 1 $496K

Tri-R Investment Group Inc. filing trail (2024)

Total Assets (Beginning of Year)$620K
Net Assets (End of Year)$496K
Net Income-$124K
Employer EIN832337626
Plan Effective Date2018-10-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Risco 401(k) Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Risco 401(k) Trust, Total assets ($B): 0.000495941 · Participants: 1Risco 401(k) TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Risco 401(k) Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Risco 401(k) Trust side-by-side with 3 peers →

Risco 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is CVS Entertainment Inc. Retirement Plan in NC ($496K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($496K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Risco 401(k) Trust assets move in 2024? ▼
Risco 401(k) Trust declined sharply - down 20.0% during 2024, from $620K to $496K. Reported net income was -$124K.
How have Tri-R Investment Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-R Investment Group Inc.'s sponsor-wide assets declined 20.0%, from $620K to $496K.
Where does Risco 401(k) Trust rank by assets among Form 5500 filers? ▼
Risco 401(k) Trust ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Risco 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is CVS Entertainment Inc. Retirement Plan in NC ($496K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Risco 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832337626.

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.