401(k) · DOL Form 5500 · 2024

Tricon Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
120
Participants Small participant base
77th
Percentile by assets National rank
$252,323
Avg per participant Above avg balance/head
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Official DOL plan name: Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Tricon Energy, Inc. · Texas · Wholesale Trade

$30M in assets, 120 participants

Tricon Energy, Inc.'s Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust reported $30M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,615 in Wholesale Trade (6,080 peers)

Coverage in Texas

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust covers 120 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $30M.

#4,615
in Wholesale Trade (6,080 peers)
+35.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$30,278,738 Top 23% higher than 77% 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

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust 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. Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $22M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 113 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 760502110 · Tricon Energy, Inc. PY 2024 · 401(k)

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust · $30M · 120 · 77th

  • BOY $30M
  • SCH 120
  • EBSA 77th
  • PART 401(k)
  • TYPE near Crewcial Partners LLC 401(k) Savings Plan
  • NET ind #4615

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 Wholesale Trade retirement plans → · Plans in Texas →

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Tricon Energy, Inc. 401(k) Profit Sharing Plan and TrustTricon Energy, Inc. 401(k) P…$30MCrewcial Partners LLC 401(k) Savings PlanCrewcial Partners LLC 401(k)…$30MPlimpton & Hills Corporation Employees Savings TrustPlimpton & Hills Corporation…$30MCalifornia Nurses Association 401(k) Retirement PlanCalifornia Nurses Associatio…$30MAppdirect 401(k) Plan$30M
End-of-year total assets ($M) among Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$30M
Net Income$8M
Employer EIN760502110
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tricon Energy, Inc.)

Sponsor-wide plan assets over time

All Tricon Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 80.21482526319573% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $16.8M $30.3M ▲ +80.2%
Year Plans Participants Total Assets
2022 1 99 $17M
2023 1 113 $22M
2024 1 120 $30M

Nearby 401(k) Plans in Texas

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

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.030278738 · Participants: 120Tricon Energy, Inc. 401(k) Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Crewcial Partners LLC 401(k) Savings Plan in NY ($30M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust surged - up 35.0% during 2024, from $22M to $30M. Reported net income was $8M.
How have Tricon Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tricon Energy, Inc.'s sponsor-wide assets grew 80.2%, from $17M to $30M.
Where does Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Crewcial Partners LLC 401(k) Savings Plan in NY ($30M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Tricon Energy, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K 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 760502110.

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.