401(k) · DOL Form 5500 · 2024
Tri-State Generation and Transmission Association Inc. 401(k) Plan
Data updated 2026-08-11
- $279M
- Total assets
- 1,127
- Participants
- 96th
- Percentile by assets
- $247,533
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $279M
- total plan assets (2024 EOY)
- 1,127
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $247,533
- avg assets per participant
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.
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. Tri-State 401(k) Plan and Trust reports 1,127 participants - 3.0x that state average ($279M EOY assets).
Colorado filing particulars
| Total Assets (Beginning of Year) | $258M |
|---|---|
| Net Assets (End of Year) | $279M |
| Net Income | $21M |
| Employer EIN | 840464189 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-State Generation and Transmission Association Inc.)
| 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
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Tri-State 401(k) Plan and Trust by total assets, not by location.
- Select Rehabilitation, LLC 401(k) Plan and Trust (IL) $279M · 15,124
- Brandes Investment Partners, L.P. 401(k) Plan (CA) $279M · 140
- Mattress Firm, Inc. 401(k) Plan (TX) $279M · 8,812
- Brookfield Renewable Energy Group Retirement Plan (NY) $279M · 1,516
Frequently Asked Questions
How did Tri-State 401(k) Plan and Trust assets move in 2024? ▼
How have Tri-State Generation and Transmission Association Inc. plan assets changed over time? ▼
Where does Tri-State 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Tri-State 401(k) Plan and Trust? ▼
Next read for Tri-State 401(k) Plan and Trust
Filing takeaways
Ways to act on Tri-State 401(k) Plan and Trust's numbers.
- By total assets, Tri-State 401(k) Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Colorado. Compare plans
- Tri-State Generation and Transmission Association Inc.'s sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Utilities plans