401(k) · DOL Form 5500 · 2024
The Tri-M Group, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 472
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $154,279
- Avg per participant Above avg balance/head
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.
- #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.
- #7,780
- in Construction (9,039 peers)
- +14.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan's outsized position 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 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. The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan sits mid-pack in the medium band (472 participants).
What changed between DOL Form 5500 filings
plan year 2023 → 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.
Form 5500 schedule snapshot
Filing strip 043622615 · The Tri-M Group, L.L.C. PY 2024 · 401(k)
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan · $73M · 472 · 88th
- VS-ST $73M
- BOY 472
- SCH 88th
- EBSA 401(k)
- PART near Louisiana Workers' Compensation Corporation 401(k) Savings Plan
- TYPE ind #7780
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 Construction retirement plans → · Plans in Pennsylvania →
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All The Tri-M Group, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 40.764247215139264% vs 2022
- 2024 filing year
| 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.
- 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
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Louisiana Workers' Compensation Corporation 401(k) Savings Plan in LA ($73M); by covered participants it is University Athletic Association 403b Plan in FL (472 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (472 participants); asset peers above are excluded.
- University Athletic Association 403b Plan (FL) 472 · 0 off
- Sp Holdings, Inc. 401(k) Plan (WA) 472 · 0 off
- Emprise Bank 401(k) Plan (KS) 472 · 0 off
- The Arc, Ocean County Chapter, Inc. Retirement Savings Plan (NJ) 472 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.