401(k) · DOL Form 5500 · 2023
Tri State Supply, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $237,894
- Avg per participant Above avg balance/head
Official DOL plan name: Tri State Supply, Inc. 401(k) Plan · Sponsored by Tri State Supply, Inc. · Indiana · Wholesale Trade
$1M in assets, 5 participants
Tri State Supply, Inc.'s Tri State Supply, Inc. 401(k) Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #929 in Wholesale Trade (6,309 peers)
2023 asset change
Tri State Supply, Inc. 401(k) Plan surged 61.5% in 2023 ($736K → $1M) for 5 participants.
- #929
- in Wholesale Trade (6,309 peers)
- +61.5%
- assets growth YoY
Tri State Supply, Inc. 401(k) Plan among the smaller filed plans by assets
Tri State Supply, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,189,471 25th percentile higher than 25% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tri State Supply, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri State Supply, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 813208814 · Tri State Supply, Inc. PY 2023 · 401(k)
Tri State Supply, Inc. 401(k) Plan · $1M · 5 · 25th
- 5500 $1M
- ASSETS 5
- PCT 25th
- EIN 401(k)
- RANK near Wong & Rees LLP 401(k) Profit Sharing Plan & Trust
- PHOTO ind #929
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 Wholesale Trade retirement plans → · Plans in Indiana →
Tri State Supply, Inc. 401(k) Plan in the asset neighbourhood
Tri State Supply, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Tri State Supply, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 1 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $736K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $453K |
| Employer EIN | 813208814 |
| Plan Effective Date | 2016-07-12 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Tri State Supply, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Wong & Rees LLP 401(k) Profit Sharing Plan & Trust in CA ($1M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.