401(k) · DOL Form 5500 · 2024

Tri-Valley Business Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$137K
Total assets Small plan by assets
11
Participants Small participant base
8th
Percentile by assets National rank
$12,446
Avg per participant Low balance/head
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Official DOL plan name: Tri-Valley Business Advisors, Inc. 401(k) Plan · Sponsored by Tri-Valley Business Advisors, Inc. · California · Professional & Technical Services

$137K in assets, 11 participants

Tri-Valley Business Advisors, Inc.'s Tri-Valley Business Advisors, Inc. 401(k) Plan reported $137K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,339 in Professional & Technical Services (20,173 peers)

Tri-Valley Business Advisors, Inc. multi-year trail

Tri-Valley Business Advisors, Inc.'s plans moved -20.1% in assets from 2022 to 2024; this filing shows Tri-Valley Business Advisors, Inc. 401(k) Plan at $137K / 11 participants.

#1,339
in Professional & Technical Services (20,173 peers)
-24.0%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tri-Valley Business Advisors, Inc. 401(k) Plan among the smaller filed plans by assets

Tri-Valley Business Advisors, Inc. 401(k) Plan vs every filed plan by assets

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

$136,911 8th percentile higher than 8% 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

Tri-Valley Business Advisors, Inc. 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. Tri-Valley Business Advisors, Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tri-Valley Business Advisors, Inc. 401(k) Plan reported net income fell from $9K in the plan year 2023 filing to -$43K in the plan year 2024 filing.
  • Tri-Valley Business Advisors, Inc. 401(k) Plan reported participants rose from 7 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Tri-Valley Business Advisors, Inc. 401(k) Plan end-of-year assets fell from $180K in the plan year 2023 filing to $137K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 842128922 · Tri-Valley Business Advisors, Inc. PY 2024 · 401(k)

Tri-Valley Business Advisors, Inc. 401(k) Plan · $137K · 11 · 8th

  • NET $137K
  • NET 11
  • NET 8th
  • NET 401(k)
  • NET near Northern Lakes Trucking Inc Sd 401(k)
  • NET ind #1339

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 Professional & Technical Services retirement plans → · Plans in California →

Tri-Valley Business Advisors, Inc. 401(k) Plan in the asset neighbourhood

Tri-Valley Business Advisors, Inc. 401(k) PlanTri-Valley Business Advisors…$137KNorthern Lakes Trucking Inc Sd 401(k)Northern Lakes Trucking Inc …$137KMelody Cares 401(k) Plan$137KCorrtrac Systems Corporation Profit Sharing Plan and TrustCorrtrac Systems Corporation…$137KJb Donuts & Affiliates 401(k) PlanJb Donuts & Affiliates 401(k…$137K
End-of-year total assets ($M) among Tri-Valley Business Advisors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tri-Valley Business Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tri-Valley Business Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$137K 20.06924051445819% vs 2022
2024 filing year
$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.17M $0.14M ▼ -17.6%
Year Plans Participants Total Assets
2022 1 7 $171K
2023 1 7 $180K
2024 1 11 $137K

Tri-Valley Business Advisors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$180K
Net Assets (End of Year)$137K
Net Income-$43K
Employer EIN842128922
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Tri-Valley Business Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tri-Valley Business Advisors, Inc. 401(k) Plan, Total assets ($B): 0.000136911 · Participants: 11Tri-Valley Business Advisors, Inc. 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
Tri-Valley Business Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tri-Valley Business Advisors, Inc. 401(k) Plan side-by-side with 3 peers →

Tri-Valley Business Advisors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Northern Lakes Trucking Inc Sd 401(k) in MI ($137K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($137K here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Tri-Valley Business Advisors, Inc. 401(k) Plan assets move in 2024? ▼
Tri-Valley Business Advisors, Inc. 401(k) Plan declined sharply - down 24.0% during 2024, from $180K to $137K. Reported net income was -$43K.
How have Tri-Valley Business Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-Valley Business Advisors, Inc.'s sponsor-wide assets declined 20.1%, from $171K to $137K.
Where does Tri-Valley Business Advisors, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Tri-Valley Business Advisors, Inc. 401(k) Plan ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tri-Valley Business Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northern Lakes Trucking Inc Sd 401(k) in MI ($137K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Tri-Valley Business Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 842128922.

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.