Money Purchase · DOL Form 5500 · 2024
Tri-Valley, Inc. Money Purchase Plan
Data updated 2026-08-11
- $7M
- Total assets
- 168
- Participants
- 49th
- Percentile by assets
- $43,472
- Avg per participant
Official DOL plan name: Tri-Valley, Inc. Pension Trust · Sponsored by Tri-Valley, Inc. · Massachusetts · Healthcare & Social Assistance
$7M in assets, 168 participants
Tri-Valley, Inc.'s Tri-Valley, Inc. Pension Trust reported $7M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- 49th percentile by assets (of 123,622 plans)
- #9,122 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Tri-Valley, Inc. Pension Trust covers 168 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.
- $7M
- total plan assets (2024 EOY)
- 168
- covered participants
- 49th
- percentile by assets (of 123,622 plans)
- $43,472
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tri-Valley, Inc. Pension Trust reported net income rose from $684K in the plan year 2023 filing to $800K in the plan year 2024 filing.
- Tri-Valley, Inc. Pension Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Tri-Valley, Inc. Pension Trust reported participants rose from 150 in the plan year 2023 filing to 168 in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Tri-Valley, Inc. Pension Trust reports 168 participants - about 26% of that state average ($7M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $800K |
| Employer EIN | 042594201 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-Valley, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 381 | $10M |
| 2023 | 2 | 372 | $11M |
| 2024 | 2 | 413 | $12M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Tri-Valley, Inc. Pension Trust vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Tri-Valley, Inc. Pension Trust by total assets, not by location.
- Plasterers and Cement Masons Local Union No. 148 Defined Contribution Pension Plan (TN) $7M · 312
- Employee Benefit Plan of Northeast Community Center for Behavioral Health (PA) $7M · 121
- Critcher Brothers Produce Pension Plan (NC) $7M · 21
- Teamsters-Food Processors Money Purchase Pension Trust (WA) $7M · 139
Frequently Asked Questions
How did Tri-Valley, Inc. Pension Trust assets move in 2024? ▼
How have Tri-Valley, Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Tri-Valley, Inc. Pension Trust? ▼
Next read for Tri-Valley, Inc. Pension Trust
Filing takeaways
Ways to act on Tri-Valley, Inc. Pension Trust's numbers.
- By total assets, Tri-Valley, Inc. Pension Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Tri-Valley, Inc.'s sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans