401(k) · DOL Form 5500 · 2024
Tri-Starr Management Services, Inc 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 1,191
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $32,376
- Avg per participant Low balance/head
Official DOL plan name: Legacy 401(k) Plan · Sponsored by Tri-Starr Management Services, Inc · Indiana · Administrative & Support Services
$39M in assets, 1,191 participants
Tri-Starr Management Services, Inc's Legacy 401(k) Plan reported $39M in total assets and 1,191 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #3,938 in Administrative & Support Services (4,368 peers)
Coverage in Indiana
Legacy 401(k) Plan covers 1,191 participants in Indiana, 2.2x the typical Indiana plan (state average ~541 per filing). Assets: $39M.
- #3,938
- in Administrative & Support Services (4,368 peers)
- +1.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Legacy 401(k) Plan's outsized position by total assets
Legacy 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,560,174 Top 19% higher than 81% 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
Legacy 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy 401(k) Plan lands in the large band (1,191 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $453K in the plan year 2024 filing.
- Legacy 401(k) Plan reported participants fell from 1,407 in the plan year 2023 filing to 1,191 in the plan year 2024 filing.
- Legacy 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $39M in the plan year 2024 filing.
DOL schedule card
Filing strip 742616688 · Tri-Starr Management Services, Inc PY 2024 · 401(k)
Legacy 401(k) Plan · $39M · 1,191 · 81st
- ASSETS $39M
- PCT 1,191
- EIN 81st
- RANK 401(k)
- PHOTO near The Don Chapin Co., Inc. 401(k) Plan
- IND ind #3938
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 Indiana →
Legacy 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $453K |
| Employer EIN | 742616688 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-Starr Management Services, Inc)
Sponsor-wide plan assets over time
All Tri-Starr Management Services, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 20.26092760989128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,467 | $32M |
| 2023 | 1 | 1,407 | $38M |
| 2024 | 1 | 1,191 | $39M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Legacy 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is The Don Chapin Co., Inc. 401(k) Plan in CA ($39M); by covered participants it is Shockwave Medical, Inc. 401(k) Plan in CA (1,191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,191 participants); asset peers above are excluded.
- Shockwave Medical, Inc. 401(k) Plan (CA) 1,191 · 0 off
- Farm Bureau Employees' 401(k) Plan (MI) 1,191 · 0 off
- Universal Property & Casualty 401(k) Profit Sharing Plan (FL) 1,191 · 0 off
- Chesapeake Eye Care Management, LLC 401(k) Plan (MD) 1,191 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.