Other
2024 plan-year Other DOL Form 5500

Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Tri-City Electrical Contractors, Inc. · Florida · Construction

What the 2023 filing shows

Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust holds $105M for 553 participants — about $190,620 per participant, up 36.8% over the 2024 plan year.

$105M
total plan assets (2024 EOY)
553
covered participants
$190,620
avg assets per participant
+36.8%
assets growth YoY
Total Assets (2023)
$105M
Participants
553
State
Industry
Construction

What the Filing Says About Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust

Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust is a Other retirement plan sponsored by Tri-City Electrical Contractors, Inc., headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $105M in total end-of-year assets and covers 553 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 020657423, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $77M at the beginning of 2024 to $105M at year-end — a gain of 36.8%. Net assets (after liabilities) closed the year at $100M, with reported net income of $29M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$77M
Total Assets (End of Year)$105M
Net Assets (End of Year)$100M
Net Income$29M
Plan TypeOther
Employer EIN020657423
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-City Electrical Contractors, Inc.)

Year Plans Participants Total Assets
2022 2 1,177 $83M
2023 2 1,203 $103M
2024 2 1,434 $135M

Nearby Other Plans in Florida

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

Frequently Asked Questions

How much money is in the Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust?
As of the 2024 Form 5500 filing, Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust holds $105M in total assets with 553 participants. It is sponsored by Tri-City Electrical Contractors, Inc..
What type of plan is Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust?
Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust is a Other plan. It has been effective since 2017-01-01. The plan is filed with the U.S. Department of Labor under EIN 020657423.
Who sponsors the Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust?
Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust is sponsored by Tri-City Electrical Contractors, Inc., located in Florida. The sponsor's EIN is 020657423 and the plan operates in the Construction industry.
How did Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust perform in 2024?
Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust grew by 36.8% during 2024, moving from $77M to $105M in total assets. Net income was $29M.
Where can I find official filings for Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust?
Official Form 5500 filings for Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 020657423 or plan name at efast.dol.gov.
How does Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust compare to other plans?
You can compare Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust against other Other plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 020657423.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.