ESOP · DOL Form 5500 · 2024

The Tri-M Group, LLC ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
464
Participants Below avg headcount
59th
Percentile by assets National rank
$24,570
Avg per participant Low balance/head
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Official DOL plan name: The Tri-M Group Employee Stock Ownership Plan · Sponsored by The Tri-M Group, LLC · Pennsylvania · Construction

$11M in assets, 464 participants

The Tri-M Group, LLC's The Tri-M Group Employee Stock Ownership Plan reported $11M in total assets and 464 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,127 in Construction (9,039 peers)

The Tri-M Group, LLC multi-year trail

The Tri-M Group, LLC's plans moved +40.8% in assets from 2022 to 2024; this filing shows The Tri-M Group Employee Stock Ownership Plan at $11M / 464 participants.

#5,127
in Construction (9,039 peers)
+64.2%
assets growth YoY

The Tri-M Group Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

The Tri-M Group Employee Stock Ownership Plan vs every filed plan by assets

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

$11,400,644 Top 41% higher than 59% 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

The Tri-M Group Employee Stock Ownership 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 Employee Stock Ownership Plan sits mid-pack in the medium band (464 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Tri-M Group Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Tri-M Group Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Tri-M Group Employee Stock Ownership Plan reported participants rose from 456 in the plan year 2023 filing to 464 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043622615 · The Tri-M Group, LLC PY 2024 · ESOP

The Tri-M Group Employee Stock Ownership Plan · $11M · 464 · 59th

  • BOOK $11M
  • BOOK 464
  • BOOK 59th
  • BOOK ESOP
  • BOOK near Maine Commercial Tire, Inc. Employee Stock Ownership Plan
  • BOOK ind #5127

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 What is an ESOP? → · Plans in Pennsylvania →

The Tri-M Group Employee Stock Ownership Plan in the asset neighbourhood

The Tri-M Group Employee Stock Ownership PlanThe Tri-M Group Employee Sto…$11MMaine Commercial Tire, Inc. Employee Stock Ownership PlanMaine Commercial Tire, Inc. …$11MPls Employee Stock Ownership PlanPls Employee Stock Ownership…$11MElectra Sales of North Texas, Inc. Employee Stock Ownership PlanElectra Sales of North Texas…$11MPpt Florida Employee Stock Ownership PlanPpt Florida Employee Stock O…$11M
End-of-year total assets ($M) among The Tri-M Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Tri-M Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Tri-M Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$84M 40.764247215139264% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.8M $84.2M ▲ +40.8%
Year Plans Participants Total Assets
2022 2 857 $60M
2023 2 921 $71M
2024 2 936 $84M

The Tri-M Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)-$20M
Net Income$6M
Employer EIN043622615
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Tri-M Group Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Tri-M Group Employee Stock Ownership Plan, Total assets ($B): 0.011400644 · Participants: 464The Tri-M Group Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
The Tri-M Group Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare The Tri-M Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Tri-M Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Maine Commercial Tire, Inc. Employee Stock Ownership Plan in ME ($11M); by covered participants it is Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan in CA (463 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (464 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 The Tri-M Group Employee Stock Ownership Plan assets move in 2024? ▼
The Tri-M Group Employee Stock Ownership Plan surged - up 64.2% during 2024, from $7M to $11M. Reported net income was $6M.
How have The Tri-M Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Tri-M Group, LLC's sponsor-wide assets grew 40.8%, from $60M to $84M.
Which ESOP plans are similar in size to The Tri-M Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Maine Commercial Tire, Inc. Employee Stock Ownership Plan in ME ($11M, 46 participants).
Which ESOP plans cover a similar participant headcount to The Tri-M Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan in CA (463 participants, $70M 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 043622615.

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.