ESOP · DOL Form 5500 · 2024

Tri Holdco, Inc. ESOP

Data updated 2026-08-25

$107M
Total assets Near avg plan size
322
Participants Below avg headcount
91st
Percentile by assets National rank
$331,565
Avg per participant High balance/head
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Official DOL plan name: Tri Holdco, Inc. Employee Stock Ownership Plan · Sponsored by Tri Holdco, Inc. · California · Professional & Technical Services

$107M in assets, 322 participants

Tri Holdco, Inc.'s Tri Holdco, Inc. Employee Stock Ownership Plan reported $107M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,573 in Professional & Technical Services (20,173 peers)

Where Tri Holdco, Inc. Employee Stock Ownership Plan sits by assets

Tri Holdco, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $107M for 322 participants (~$331,565/participant), up 4.3% in 2024.

#18,573
in Professional & Technical Services (20,173 peers)
+4.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Tri Holdco, Inc. Employee Stock Ownership Plan's outsized position by total assets

Tri Holdco, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$106,763,804 Top 9% higher than 91% 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 Holdco, Inc. Employee Stock Ownership Plan 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. Tri Holdco, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tri Holdco, Inc. Employee Stock Ownership Plan reported net income fell from $11M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Tri Holdco, Inc. Employee Stock Ownership Plan end-of-year assets rose from $102M in the plan year 2023 filing to $107M in the plan year 2024 filing.
  • Tri Holdco, Inc. Employee Stock Ownership Plan reported participants fell from 335 in the plan year 2023 filing to 322 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330336176 · Tri Holdco, Inc. PY 2024 · ESOP

Tri Holdco, Inc. Employee Stock Ownership Plan · $107M · 322 · 91st

  • BOY $107M
  • SCH 322
  • EBSA 91st
  • PART ESOP
  • TYPE near United Bank Corporation Employee Stock Ownership Plan
  • NET ind #18573

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 What is an ESOP? → · Plans in California →

Tri Holdco, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hercules Industries, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Em…$108MWood-Mizer Holdings, Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Em…$108MTri Holdco, Inc. Employee Stock Ownership PlanTri Holdco, Inc. Employee St…$107MUnited Bank Corporation Employee Stock Ownership PlanUnited Bank Corporation Empl…$107MTwin Mro Employee Stock Ownership PlanTwin Mro Employee Stock Owne…$106M
End-of-year total assets ($M) among Tri Holdco, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$88M
Net Income$5M
Employer EIN330336176
Plan Effective Date2011-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri Holdco, Inc.)

Sponsor-wide plan assets over time

All Tri Holdco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 15.199071707248542% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $92.7M $107M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 324 $93M
2023 1 335 $102M
2024 1 322 $107M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Tri Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Tri Holdco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.106763804 · Participants: 322Tri Holdco, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Tri Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Tri Holdco, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Tri Holdco, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is United Bank Corporation Employee Stock Ownership Plan in GA ($107M); by covered participants it is Mission Driven Employee Stock Ownership Plan in IL (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Holdco, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Tri Holdco, Inc. Employee Stock Ownership Plan edged up modestly - up 4.3% during 2024, from $102M to $107M. Reported net income was $5M.
How have Tri Holdco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri Holdco, Inc.'s sponsor-wide assets grew 15.2%, from $93M to $107M.
Where does Tri Holdco, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Tri Holdco, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Tri Holdco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is United Bank Corporation Employee Stock Ownership Plan in GA ($107M, 354 participants).
Which ESOP plans cover a similar participant headcount to Tri Holdco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mission Driven Employee Stock Ownership Plan in IL (323 participants, $126M 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 330336176.

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.