401(k) · DOL Form 5500 · 2024

The Tri-M Group, L.L.C. 401(k) Plan

Data updated 2026-08-11

$73M
Total assets: 472
Participants: 88th
Percentile by assets: $154,279
Avg per participant

Official DOL plan name: The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan · Sponsored by The Tri-M Group, L.L.C. · Pennsylvania · Construction

$73M in assets, 472 participants

The Tri-M Group, L.L.C.'s The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan reported $73M in total assets and 472 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 123,622 plans)
#7,780 in Construction (9,039 peers)

Where The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan sits by assets

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan sits in the top quartile of all filed plans by assets, $73M for 472 participants (~$154,279/participant), up 14.0% in 2024.

$73M
total plan assets (2024 EOY): 472
covered participants: 88th
percentile by assets (of 123,622 plans): $154,279
avg assets per participant

Where The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan sits by total assets

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan vs every filed plan by assets

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

$72,819,506 Top 12% higher than 88% 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

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan end-of-year assets rose from $64M in the plan year 2023 filing to $73M in the plan year 2024 filing.
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan reported net income fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan reported participants rose from 465 in the plan year 2023 filing to 472 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Construction

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan vs the 2024 asset distribution

By assets, The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$64M
Net Assets (End of Year)	$73M
Net Income	$9M
Employer EIN	043622615
Plan Effective Date	2002-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Tri-M Group, L.L.C.)

Total plan assets by year, all The Tri-M Group, L.L.C. plans on file

Year	Plans	Participants	Total Assets
2022	2	857	$60M
2023	2	921	$71M
2024	2	936	$84M

Nearby 401(k) Plans in Pennsylvania

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

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare The Tri-M Group, L.L.C. 401(k) Savings &… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan by total assets, not by location.

Louisiana Workers' Compensation Corporation 401(k) Savings Plan (LA) $73M · 206
Dzs Inc. 401(k) Plan (TX) $73M · 164
Sp Holding Enterprises Corp 401(k) Retirement Savings Plan (UT) $73M · 1,053
Nutreco USA 401(k) Plan (IL) $73M · 596

Frequently Asked Questions

How did The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan assets move in 2024? ▼

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan grew at a solid clip - up 14.0% during 2024, from $64M to $73M. Reported net income was $9M.

How have The Tri-M Group, L.L.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Tri-M Group, L.L.C.'s sponsor-wide assets grew 40.8%, from $60M to $84M.

Where does The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan rank by assets among Form 5500 filers? ▼

The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan ranks in the 88th 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 The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Louisiana Workers' Compensation Corporation 401(k) Savings Plan in LA ($73M, 206 participants).

Next read for The Tri-M Group, L.L.C. 401(k) Savings &…

Scale reading

Ways to act on The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan's numbers.

By total assets, The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
The Tri-M Group, L.L.C.'s sponsor-wide assets have grown 40.8% since 2022 across 3 plan years on file. More Construction plans

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 043622615.