401(k) · DOL Form 5500 · 2024

Tricord Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
24
Participants Small participant base
41st
Percentile by assets National rank
$200,103
Avg per participant Above avg balance/head
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Official DOL plan name: Tricord Management, LLC 401(k) Plan · Sponsored by Tricord Management, LLC · California · Administrative & Support Services

$5M in assets, 24 participants

Tricord Management, LLC's Tricord Management, LLC 401(k) Plan reported $5M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,821 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Tricord Management, LLC 401(k) Plan ranks #2,821 of 4,368 2024 filers by assets (601% of the sector average)-$5M for 24 participants.

#2,821
in Administrative & Support Services (4,368 peers)
+21.0%
assets growth YoY

Tricord Management, LLC 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Tricord Management, LLC 401(k) Plan vs every filed plan by assets

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

$4,802,466 41st percentile higher than 41% 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

Tricord Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tricord Management, LLC 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tricord Management, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Tricord Management, LLC 401(k) Plan reported net income rose from $716K in the plan year 2023 filing to $834K in the plan year 2024 filing.
  • Tricord Management, LLC 401(k) Plan reported participants rose from 22 in the plan year 2023 filing to 24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770495477 · Tricord Management, LLC PY 2024 · 401(k)

Tricord Management, LLC 401(k) Plan · $5M · 24 · 41st

  • NET $5M
  • BOOK 24
  • VS-ST 41st
  • BOY 401(k)
  • SCH near Mma Design LLC 401(k) Plan
  • EBSA ind #2821

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 Administrative & Support Services retirement plans → · Plans in California →

Tricord Management, LLC 401(k) Plan in the asset neighbourhood

Tricord Management, LLC 401(k) PlanTricord Management, LLC 401(…$5MMma Design LLC 401(k) Plan$5MChapman Partnership Employee Savings PlanChapman Partnership Employee…$5MGleaners Community Food Bank of Southeastern Michigan 401(k) PlanGleaners Community Food Bank…$5MRose Financial Solutions LLC 401(k) Profit Sharing PlanRose Financial Solutions LLC…$5M
End-of-year total assets ($M) among Tricord Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$834K
Employer EIN770495477
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tricord Management, LLC)

Sponsor-wide plan assets over time

All Tricord Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 47.68865995233335% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.25M $4.8M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 25 $3M
2023 1 22 $4M
2024 1 24 $5M

Nearby 401(k) Plans in California

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

Tricord Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tricord Management, LLC 401(k) Plan, Total assets ($B): 0.004802466 · Participants: 24Tricord Management, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Tricord Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tricord Management, LLC 401(k) Plan side-by-side with 3 peers →

Tricord Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mma Design LLC 401(k) Plan in CO ($5M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); 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 Tricord Management, LLC 401(k) Plan assets move in 2024? ▼
Tricord Management, LLC 401(k) Plan grew sharply - up 21.0% during 2024, from $4M to $5M. Reported net income was $834K.
How have Tricord Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tricord Management, LLC's sponsor-wide assets grew 47.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Tricord Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mma Design LLC 401(k) Plan in CO ($5M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Tricord Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants, $907K 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 770495477.

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.