401(k) · DOL Form 5500 · 2024

Tri-State Generation and Transmission Association Inc. 401(k) Plan

Data updated 2026-08-25

$279M
Total assets Near avg plan size
1,127
Participants Near avg headcount
96th
Percentile by assets National rank
$247,533
Avg per participant Above avg balance/head
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Official DOL plan name: Tri-State 401(k) Plan and Trust · Sponsored by Tri-State Generation and Transmission Association Inc. · Colorado · Utilities

$279M in assets, 1,127 participants

Tri-State Generation and Transmission Association Inc.'s Tri-State 401(k) Plan and Trust reported $279M in total assets and 1,127 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #546 in Utilities (732 peers)

Coverage in Colorado

Tri-State 401(k) Plan and Trust covers 1,127 participants in Colorado, 3.0x the typical Colorado plan (state average ~376 per filing). Assets: $279M.

#546
in Utilities (732 peers)
+8.1%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Tri-State 401(k) Plan and Trust's outsized position by total assets

Tri-State 401(k) Plan and Trust vs every filed plan by assets

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

$278,969,857 Top 4% higher than 96% 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-State 401(k) Plan and Trust'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. Tri-State 401(k) Plan and Trust lands in the large band (1,127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tri-State 401(k) Plan and Trust reported net income fell from $23M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Tri-State 401(k) Plan and Trust end-of-year assets rose from $258M in the plan year 2023 filing to $279M in the plan year 2024 filing.
  • Tri-State 401(k) Plan and Trust reported participants rose from 1,100 in the plan year 2023 filing to 1,127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 840464189 · Tri-State Generation and Transmission Association Inc. PY 2024 · 401(k)

Tri-State 401(k) Plan and Trust · $279M · 1,127 · 96th

  • BOY $279M
  • BOY 1,127
  • BOY 96th
  • BOY 401(k)
  • BOY near Select Rehabilitation, LLC 401(k) Plan and Trust
  • BOY ind #546

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 Utilities retirement plans → · Plans in Colorado →

Tri-State 401(k) Plan and Trust in the asset neighbourhood

Brookfield Renewable Energy Group Retirement PlanBrookfield Renewable Energy …$279MMattress Firm, Inc. 401(k) PlanMattress Firm, Inc. 401(k) P…$279MTri-State 401(k) Plan and TrustTri-State 401(k) Plan and Tr…$279MSelect Rehabilitation, LLC 401(k) Plan and TrustSelect Rehabilitation, LLC 4…$279MBrandes Investment Partners, L.P. 401(k) PlanBrandes Investment Partners,…$279M
End-of-year total assets ($M) among Tri-State 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$258M
Net Assets (End of Year)$279M
Net Income$21M
Employer EIN840464189
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-State Generation and Transmission Association Inc.)

Sponsor-wide plan assets over time

All Tri-State Generation and Transmission Association Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$279M 18.743946516953333% vs 2022
2024 filing year
$220M$240M$260M$280M$300M 202220232024 $235M $279M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 1,170 $235M
2023 1 1,100 $258M
2024 1 1,127 $279M

Nearby 401(k) Plans in Colorado

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

Tri-State 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 01234 Total assets ($B) Participants Tri-State 401(k) Plan and Trust, Total assets ($B): 0.278969857 · Participants: 1127Tri-State 401(k) Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Tri-State 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Tri-State 401(k) Plan and Trust side-by-side with 3 peers →

Tri-State 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Select Rehabilitation, LLC 401(k) Plan and Trust in IL ($279M); by covered participants it is Hall's Retirement Plan in KS (1,127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($279M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,127 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-State 401(k) Plan and Trust assets move in 2024? ▼
Tri-State 401(k) Plan and Trust grew at a solid clip - up 8.1% during 2024, from $258M to $279M. Reported net income was $21M.
How have Tri-State Generation and Transmission Association Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-State Generation and Transmission Association Inc.'s sponsor-wide assets grew 18.7%, from $235M to $279M.
Where does Tri-State 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Tri-State 401(k) Plan and Trust ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Tri-State 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Select Rehabilitation, LLC 401(k) Plan and Trust in IL ($279M, 15,124 participants).
Which 401(k) plans cover a similar participant headcount to Tri-State 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hall's Retirement Plan in KS (1,127 participants, $34M 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 840464189.

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.