Other · DOL Form 5500 · 2024
Tri-Valley, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 245
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $19,994
- Avg per participant Low balance/head
Official DOL plan name: Tri-Valley, Inc. 403(b) Plan · Sponsored by Tri-Valley, Inc. · Massachusetts · Healthcare & Social Assistance
$5M in assets, 245 participants
Tri-Valley, Inc.'s Tri-Valley, Inc. 403(b) Plan reported $5M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,546 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Tri-Valley, Inc. 403(b) Plan covers 245 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.
- #7,546
- in Healthcare & Social Assistance (16,916 peers)
- +6.8%
- assets growth YoY
Tri-Valley, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Tri-Valley, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,898,434 42nd percentile higher than 42% of 123,620 filed plans
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. 403(b) 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. Tri-Valley, Inc. 403(b) Plan sits mid-pack in the medium band (245 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tri-Valley, Inc. 403(b) Plan reported net income fell from $514K in the plan year 2023 filing to $314K in the plan year 2024 filing.
- Tri-Valley, Inc. 403(b) Plan reported participants rose from 222 in the plan year 2023 filing to 245 in the plan year 2024 filing.
- Tri-Valley, Inc. 403(b) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042594201 · Tri-Valley, Inc. PY 2024 · Other
Tri-Valley, Inc. 403(b) Plan · $5M · 245 · 42nd
- EIN $5M
- RANK 245
- PHOTO 42nd
- IND Other
- EOY near 403b Thrift Plan of the Arc Northern Chesapeake Region, Inc.
- 5500 ind #7546
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. 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $314K |
| Employer EIN | 042594201 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 381 | $10M |
| 2023 | 2 | 372 | $11M |
| 2024 | 2 | 413 | $12M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Tri-Valley, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is 403b Thrift Plan of the Arc Northern Chesapeake Region, Inc. in MD ($5M); by covered participants it is Cottey College DC Retirement Plan in MO (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (245 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.