401(k) · DOL Form 5500 · 2024

Tri-Counties Bank 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
1,216
Participants Near avg headcount
89th
Percentile by assets National rank
$68,369
Avg per participant Below avg balance/head
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Official DOL plan name: Tri-Counties Bank 401(k) Plan · Sponsored by Tri-Counties Bank · California · Finance & Insurance

$83M in assets, 1,216 participants

Tri-Counties Bank's Tri-Counties Bank 401(k) Plan reported $83M in total assets and 1,216 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,095 in Finance & Insurance (8,549 peers)

Where Tri-Counties Bank 401(k) Plan sits by assets

Tri-Counties Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $83M for 1,216 participants (~$68,369/participant), up 20.4% in 2024.

#7,095
in Finance & Insurance (8,549 peers)
+20.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Tri-Counties Bank 401(k) Plan's outsized position by total assets

Tri-Counties Bank 401(k) Plan vs every filed plan by assets

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

$83,136,124 Top 11% higher than 89% 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-Counties Bank 401(k) Plan'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-Counties Bank 401(k) Plan lands in the large band (1,216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tri-Counties Bank 401(k) Plan end-of-year assets rose from $69M in the plan year 2023 filing to $83M in the plan year 2024 filing.
  • Tri-Counties Bank 401(k) Plan reported net income rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942261923 · Tri-Counties Bank PY 2024 · 401(k)

Tri-Counties Bank 401(k) Plan · $83M · 1,216 · 89th

  • PHOTO $83M
  • IND 1,216
  • EOY 89th
  • 5500 401(k)
  • ASSETS near Imt Insurance Company Retirement Savings Plan
  • PCT ind #7095

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 Finance & Insurance retirement plans → · Plans in California →

Tri-Counties Bank 401(k) Plan in the asset neighbourhood

Creative Testing Solutions 401(k) Retirement Savings PlanCreative Testing Solutions 4…$83MTri-Counties Bank 401(k) Plan$83MImt Insurance Company Retirement Savings PlanImt Insurance Company Retire…$83MHorizon Services LLC 401(k) PlanHorizon Services LLC 401(k) …$83MFrandsen Financial Corporation Tax Deferred Savings and Profit Sharing PlanFrandsen Financial Corporati…$83M
End-of-year total assets ($M) among Tri-Counties Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$83M
Net Income$14M
Employer EIN942261923
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-Counties Bank)

Sponsor-wide plan assets over time

All Tri-Counties Bank plans reported in each filing year

Latest sponsor-wide plan assets
$83M 46.716300289713786% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.7M $83.1M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 1,070 $57M
2023 1 1,221 $69M
2024 1 1,216 $83M

Nearby 401(k) Plans in California

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

Tri-Counties Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tri-Counties Bank 401(k) Plan, Total assets ($B): 0.083136124 · Participants: 1216Tri-Counties Bank 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Tri-Counties Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tri-Counties Bank 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Imt Insurance Company Retirement Savings Plan in IA ($83M); by covered participants it is Epitec, Inc. 401(k) Profit Sharing Plan and Trust in MI (1,216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,216 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-Counties Bank 401(k) Plan assets move in 2024? ▼
Tri-Counties Bank 401(k) Plan grew sharply - up 20.4% during 2024, from $69M to $83M. Reported net income was $14M.
How have Tri-Counties Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-Counties Bank's sponsor-wide assets grew 46.7%, from $57M to $83M.
Where does Tri-Counties Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Tri-Counties Bank 401(k) Plan ranks in the 89th 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 Tri-Counties Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imt Insurance Company Retirement Savings Plan in IA ($83M, 398 participants).
Which 401(k) plans cover a similar participant headcount to Tri-Counties Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Epitec, Inc. 401(k) Profit Sharing Plan and Trust in MI (1,216 participants, $47M 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 942261923.

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.