401(k) · DOL Form 5500 · 2024
Three Rivers Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $35K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $17,432
- Avg per participant Low balance/head
Official DOL plan name: Three Rivers Investments Retirement Plan · Sponsored by Three Rivers Investments, Inc. · Montana · Finance & Insurance
$35K in assets, 2 participants
Three Rivers Investments, Inc.'s Three Rivers Investments Retirement Plan reported $35K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #146 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Three Rivers Investments Retirement Plan holds $35K for 2 participants - about $17,432 per participant, among the smaller plans by assets on file.
- #146
- in Finance & Insurance (8,549 peers)
- -3.8%
- assets change YoY
The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Three Rivers Investments Retirement Plan among the smaller filed plans by assets
Three Rivers Investments Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,863 3rd percentile higher than 3% 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
Three Rivers Investments Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Three Rivers Investments Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Three Rivers Investments Retirement Plan reported net income fell from -$1K in the plan year 2023 filing to -$1K in the plan year 2024 filing.
- Three Rivers Investments Retirement Plan end-of-year assets fell from $36K in the plan year 2023 filing to $35K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 474759933 · Three Rivers Investments, Inc. PY 2024 · 401(k)
Three Rivers Investments Retirement Plan · $35K · 2 · 3rd
- PHOTO $35K
- IND 2
- EOY 3rd
- 5500 401(k)
- ASSETS near Starlight Development Group Inc. Retirement Plan
- PCT ind #146
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 Finance & Insurance retirement plans → · Plans in Montana →
Three Rivers Investments Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $36K |
|---|---|
| Net Assets (End of Year) | $35K |
| Net Income | -$1K |
| Employer EIN | 474759933 |
| Plan Effective Date | 2015-08-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Three Rivers Investments, Inc.)
Sponsor-wide plan assets over time
All Three Rivers Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35K 6.425638135115548% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $37K |
| 2023 | 1 | 2 | $36K |
| 2024 | 1 | 2 | $35K |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $623M · 1,619
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $538M · 3,215
- Northwestern Energy 401(k) Retirement Savings Plan $513M · 1,571
- Logan Health Retirement Savings Plan $500M · 4,288
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
Three Rivers Investments Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Starlight Development Group Inc. Retirement Plan in PR ($35K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35K here).
- Starlight Development Group Inc. Retirement Plan (PR) $35K · 73
- N District 401(k) (TX) $35K · 1
- Tracey Transformation Corp. 401(k) Plan (PA) $35K · N/A
- Kte, Inc. 401(k) Plan (NY) $35K · 3
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.