401(k) · DOL Form 5500 · 2024

Tri Holdco, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
324
Participants Below avg headcount
77th
Percentile by assets National rank
$92,312
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tri Holdco., Inc. 401(k) Plan · Sponsored by Tri Holdco, Inc. · California · Professional & Technical Services

$30M in assets, 324 participants

Tri Holdco, Inc.'s Tri Holdco., Inc. 401(k) Plan reported $30M in total assets and 324 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.

  • #15,581 in Professional & Technical Services (20,173 peers)

Where Tri Holdco., Inc. 401(k) Plan sits by assets

Tri Holdco., Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 324 participants (~$92,312/participant), up 19.0% in 2024.

#15,581
in Professional & Technical Services (20,173 peers)
+19.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tri Holdco., Inc. 401(k) Plan's outsized position by total assets

Tri Holdco., Inc. 401(k) Plan vs every filed plan by assets

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

$29,909,116 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

Tri Holdco., Inc. 401(k) 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. 401(k) Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tri Holdco., Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Tri Holdco., Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Tri Holdco., Inc. 401(k) Plan reported participants fell from 333 in the plan year 2023 filing to 324 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 831643898 · Tri Holdco, Inc. PY 2024 · 401(k)

Tri Holdco., Inc. 401(k) Plan · $30M · 324 · 77th

  • PART $30M
  • TYPE 324
  • NET 77th
  • BOOK 401(k)
  • VS-ST near Caldwell Tanks Profit Sharing 401(k) Plan
  • BOY ind #15581

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 Holdco., Inc. 401(k) Plan in the asset neighbourhood

Tri Holdco., Inc. 401(k) Plan$30MCaldwell Tanks Profit Sharing 401(k) PlanCaldwell Tanks Profit Sharin…$30MDeltrol Corp. 401(k) Savings PlanDeltrol Corp. 401(k) Savings…$30MEmpire Communities U.S. Retirement PlanEmpire Communities U.S. Reti…$30MCurrie/Curfin Motors 401(k) PlanCurrie/Curfin Motors 401(k) …$30M
End-of-year total assets ($M) among Tri Holdco., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN831643898
Plan Effective Date2003-01-01
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
$30M 73.49213587866574% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $113M $29.9M ▼ -73.5%
Year Plans Participants Total Assets
2022 2 640 $113M
2023 1 333 $25M
2024 1 324 $30M

Nearby 401(k) Plans in California

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

Tri Holdco., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tri Holdco., Inc. 401(k) Plan, Total assets ($B): 0.029909116 · Participants: 324Tri Holdco., 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 Holdco., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tri Holdco., Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Caldwell Tanks Profit Sharing 401(k) Plan in KY ($30M); by covered participants it is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (324 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. 401(k) Plan assets move in 2024? ▼
Tri Holdco., Inc. 401(k) Plan grew sharply - up 19.0% during 2024, from $25M to $30M. 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 declined 73.5%, from $113M to $30M.
Where does Tri Holdco., Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Tri Holdco., Inc. 401(k) Plan 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 Tri Holdco., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caldwell Tanks Profit Sharing 401(k) Plan in KY ($30M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Tri Holdco., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 participants, N/A 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 831643898.

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.