Money Purchase · DOL Form 5500 · 2024

Tri-Valley, Inc. Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
168
Participants Small participant base
49th
Percentile by assets National rank
$43,472
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#9,122
in Healthcare & Social Assistance (16,916 peers)
+14.3%
assets growth YoY

Tri-Valley, Inc. Pension Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tri-Valley, Inc. Pension Trust vs every filed plan by assets

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

$7,303,268 49th percentile higher than 49% 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-Valley, Inc. Pension Trust 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. Tri-Valley, Inc. Pension Trust sits mid-pack in the medium band (168 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042594201 · Tri-Valley, Inc. PY 2024 · Money Purchase

Tri-Valley, Inc. Pension Trust · $7M · 168 · 49th

  • BOY $7M
  • SCH 168
  • EBSA 49th
  • PART Money Purchase
  • TYPE near Plasterers and Cement Masons Local Union No. 148 Defined Contribution Pension Plan
  • NET ind #9122

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Tri-Valley, Inc. Pension Trust in the asset neighbourhood

Critcher Brothers Produce Pension PlanCritcher Brothers Produce Pe…$7MEmployee Benefit Plan of Northeast Community Center for Behavioral HealthEmployee Benefit Plan of Nor…$7MTri-Valley, Inc. Pension TrustTri-Valley, Inc. Pension Tru…$7MPlasterers and Cement Masons Local Union No. 148 Defined Contribution Pension PlanPlasterers and Cement Masons…$7MTeamsters-Food Processors Money Purchase Pension TrustTeamsters-Food Processors Mo…$7M
End-of-year total assets ($M) among Tri-Valley, Inc. Pension Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$800K
Employer EIN042594201
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-Valley, Inc.)

Sponsor-wide plan assets over time

All Tri-Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.789518651692106% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.78M $12.2M ▲ +24.7%
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 Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Tri-Valley, Inc. Pension Trust, Total assets ($B): 0.007303268 · Participants: 168Tri-Valley, Inc. Pension TrustRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.380051887 · Participants: 2774Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.291740538 · Participants: 11506Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 2.033803409 · Participants: 14571Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.774297856 · Participants: 8421Electrical Workers Deferred Income Plan Local 103, I.B.E.W.Tufts University Basic Retirement Plan, Total assets ($B): 1.039998444 · Participants: 5769Tufts University Basic Retirement Plan
Tri-Valley, Inc. Pension Trust vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Tri-Valley, Inc. Pension Trust side-by-side with 3 peers →

Tri-Valley, Inc. Pension Trust's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Plasterers and Cement Masons Local Union No. 148 Defined Contribution Pension Plan in TN ($7M); by covered participants it is Mmc Holding of Brooklyn , Inc. Money Purchase Pension Plan in NY (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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-Valley, Inc. Pension Trust assets move in 2024? ▼
Tri-Valley, Inc. Pension Trust grew at a solid clip - up 14.3% during 2024, from $6M to $7M. Reported net income was $800K.
How have Tri-Valley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-Valley, Inc.'s sponsor-wide assets grew 24.8%, from $10M to $12M.
Which Money Purchase plans are similar in size to Tri-Valley, Inc. Pension Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Plasterers and Cement Masons Local Union No. 148 Defined Contribution Pension Plan in TN ($7M, 312 participants).
Which Money Purchase plans cover a similar participant headcount to Tri-Valley, Inc. Pension Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mmc Holding of Brooklyn , Inc. Money Purchase Pension Plan in NY (168 participants, $39M 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 042594201.

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.