ESOP · DOL Form 5500 · 2024

Trinity Group Holdings, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
231
Participants Below avg headcount
69th
Percentile by assets National rank
$82,881
Avg per participant Below avg balance/head
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Official DOL plan name: Trinity Group Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Trinity Group Holdings, Inc. · Missouri · Manufacturing

$19M in assets, 231 participants

Trinity Group Holdings, Inc.'s Trinity Group Holdings, Inc. Employee Stock Ownership Plan reported $19M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,438 in Manufacturing (17,777 peers)

Coverage in Missouri

Trinity Group Holdings, Inc. Employee Stock Ownership Plan covers 231 participants in Missouri, about 31% of the average Missouri filer (state average ~737 per filing). Assets: $19M.

#10,438
in Manufacturing (17,777 peers)
-19.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trinity Group Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Trinity Group Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,145,620 Top 31% higher than 69% 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

Trinity Group Holdings, Inc. 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. Trinity Group Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trinity Group Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$20M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Trinity Group Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $24M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Trinity Group Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 206 in the plan year 2023 filing to 231 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 461869634 · Trinity Group Holdings, Inc. PY 2024 · ESOP

Trinity Group Holdings, Inc. Employee Stock Ownership Plan · $19M · 231 · 69th

  • ASSETS $19M
  • ASSETS 231
  • ASSETS 69th
  • ASSETS ESOP
  • ASSETS near Jasa Employee Stock Ownership Plan
  • ASSETS ind #10438

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 Missouri →

Trinity Group Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

March-Westin Company, Inc. Employee Stock Ownership PlanMarch-Westin Company, Inc. E…$19MTrinity Group Holdings, Inc. Employee Stock Ownership PlanTrinity Group Holdings, Inc.…$19MJasa Employee Stock Ownership PlanJasa Employee Stock Ownershi…$19MMsl Electric, Inc. Employee Stock Ownership Stock PlanMsl Electric, Inc. Employee …$19MIndiana Professional Management Group, Inc. Employee Stock Ownership PlanIndiana Professional Managem…$19M
End-of-year total assets ($M) among Trinity Group Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)-$8M
Net Income-$4M
Employer EIN461869634
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Group Holdings, Inc.)

Sponsor-wide plan assets over time

All Trinity Group Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 57.07909677347038% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $44.6M $19.2M ▼ -57.1%
Year Plans Participants Total Assets
2022 1 179 $45M
2023 1 206 $24M
2024 1 231 $19M

Nearby ESOP Plans in Missouri

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

Trinity Group Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Trinity Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01914562 · Participants: 231Trinity Group Holdings, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Trinity Group Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Trinity Group Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Trinity Group Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Jasa Employee Stock Ownership Plan in TN ($19M); by covered participants it is Fema Corporation Employee Stock Ownership Plan in MI (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Trinity Group Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Trinity Group Holdings, Inc. Employee Stock Ownership Plan declined sharply - down 19.8% during 2024, from $24M to $19M. Reported net income was -$4M.
How have Trinity Group Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Group Holdings, Inc.'s sponsor-wide assets declined 57.1%, from $45M to $19M.
Which ESOP plans are similar in size to Trinity Group Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jasa Employee Stock Ownership Plan in TN ($19M, 111 participants).
Which ESOP plans cover a similar participant headcount to Trinity Group Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fema Corporation Employee Stock Ownership Plan in MI (231 participants, $51M 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 461869634.

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.