401(k) · DOL Form 5500 · 2024
Tri-Valley Opportunity Council 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 357
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $50,015
- Avg per participant Low balance/head
Official DOL plan name: Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. · Sponsored by Tri-Valley Opportunity Council · Minnesota · Healthcare & Social Assistance
$18M in assets, 357 participants
Tri-Valley Opportunity Council's Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. reported $18M in total assets and 357 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,321 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. covers 357 participants in Minnesota, about 32% of the average Minnesota filer (state average ~1,126 per filing). Assets: $18M.
- #12,321
- in Healthcare & Social Assistance (16,916 peers)
- +15.4%
- assets growth YoY
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc.'s outsized position by total assets
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,855,425 Top 32% higher than 68% 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
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. sits mid-pack in the medium band (357 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. reported participants rose from 324 in the plan year 2023 filing to 357 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 410888488 · Tri-Valley Opportunity Council PY 2024 · 401(k)
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. · $18M · 357 · 68th
- EIN $18M
- EIN 357
- EIN 68th
- EIN 401(k)
- EIN near Pag Holding Corp 401(k) Profit Sharing Plan
- EIN ind #12321
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 Minnesota →
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc. in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 410888488 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-Valley Opportunity Council)
Sponsor-wide plan assets over time
All Tri-Valley Opportunity Council plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 39.20357182172013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 326 | $13M |
| 2023 | 1 | 324 | $15M |
| 2024 | 1 | 357 | $18M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Tri-Valley Opportunity Council, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Pag Holding Corp 401(k) Profit Sharing Plan in GA ($18M); by covered participants it is Cogency Global, Inc. 401(k) Plan in NY (357 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Pag Holding Corp 401(k) Profit Sharing Plan (GA) $18M · 203
- Abc Legal Services 401 (K) Plan (WA) $18M · 548
- Oxarc 401(k) Profit Sharing Plan (WA) $18M · 265
- Mag 401(k) Plan (FL) $18M · 541
Similar participant headcount
Nearest other-state filings by covered participants (357 participants); asset peers above are excluded.
- Cogency Global, Inc. 401(k) Plan (NY) 357 · 0 off
- Fidelity Bank 401(k) Retirement Plan (LA) 357 · 0 off
- Eyas Landing, Inc. 401(k) Plan (IL) 357 · 0 off
- Rose Paving, LLC Employee's 401(k) Profit Sharing Plan (IL) 357 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.