ESOP · DOL Form 5500 · 2024
Trio Investments, Inc. ESOP
Data updated 2026-08-25
- $495K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $123,823
- Avg per participant Near avg balance/head
Official DOL plan name: Trio Investments, Inc. Employees Stock Ownership Trust · Sponsored by Trio Investments, Inc. · Missouri · Construction
$495K in assets, 4 participants
Trio Investments, Inc.'s Trio Investments, Inc. Employees Stock Ownership Trust reported $495K in total assets and 4 participants 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.
- #1,534 in Construction (9,039 peers)
Trio Investments, Inc. multi-year trail
Trio Investments, Inc.'s plans moved -15.9% in assets from 2022 to 2024; this filing shows Trio Investments, Inc. Employees Stock Ownership Trust at $495K / 4 participants.
- #1,534
- in Construction (9,039 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trio Investments, Inc. Employees Stock Ownership Trust among the smaller filed plans by assets
Trio Investments, Inc. Employees Stock Ownership Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$495,291 18th percentile higher than 18% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Trio Investments, Inc. Employees Stock Ownership 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. Trio Investments, Inc. Employees Stock Ownership Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trio Investments, Inc. Employees Stock Ownership Trust reported net income rose from -$62K in the plan year 2023 filing to -$31K in the plan year 2024 filing.
- Trio Investments, Inc. Employees Stock Ownership Trust end-of-year assets fell from $527K in the plan year 2023 filing to $495K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 431298578 · Trio Investments, Inc. PY 2024 · ESOP
Trio Investments, Inc. Employees Stock Ownership Trust · $495K · 4 · 18th
- PCT $495K
- PCT 4
- PCT 18th
- PCT ESOP
- PCT near Alcalde & Fay, Ltd. Employee Stock Ownership Plan
- PCT ind #1534
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 What is an ESOP? → · Plans in Missouri →
Trio Investments, Inc. Employees Stock Ownership Trust in the asset neighbourhood
Trio Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Trio Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $495K 15.900709075349445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $589K |
| 2023 | 1 | 4 | $527K |
| 2024 | 1 | 4 | $495K |
Trio Investments, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $527K |
|---|---|
| Net Assets (End of Year) | $495K |
| Net Income | -$31K |
| Employer EIN | 431298578 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
- Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
- Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
- Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
- Emery Sapp Employee Stock Ownership Plan $400M · 2,184
Trio Investments, Inc. Employees Stock Ownership Trust's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Alcalde & Fay, Ltd. Employee Stock Ownership Plan in VA ($495K); by covered participants it is D&o Engineering Co., Inc. Employee Stock Ownership Plan in KS (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($495K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.