Current Snapshot
Latest Year
2024
2024 Participants
301
2024 Assets
$29,909,116
2024 Contributions
$3,098,017
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 301 | $29,909,116 | $3,098,017 | $10,292iApproximate average salary by contribution assumption: employee only about $257,310 at 4% or $171,540 at 6%; with 50% employer match about $171,540 at 4% or $114,360 at 6%; with 100% employer match about $128,655 at 4% or $85,770 at 6%. |
| Tri Holdco. Inc. 401(K) Plan | - | 301 | $29,909,116 | $3,098,017 | $10,292iApproximate average salary by contribution assumption: employee only about $257,310 at 4% or $171,540 at 6%; with 50% employer match about $171,540 at 4% or $114,360 at 6%; with 100% employer match about $128,655 at 4% or $85,770 at 6%. |
| Tri Holdco Inc. | - | 296 | - | - | - |
| 2023 | 2 | 323 | $25,124,059 | $3,770,186 | $11,672iApproximate average salary by contribution assumption: employee only about $291,810 at 4% or $194,540 at 6%; with 50% employer match about $194,540 at 4% or $129,693 at 6%; with 100% employer match about $145,905 at 4% or $97,270 at 6%. |
| Tri Holdco. Inc. 401(K) Plan | - | 323 | $25,124,059 | $3,770,186 | $11,672iApproximate average salary by contribution assumption: employee only about $291,810 at 4% or $194,540 at 6%; with 50% employer match about $194,540 at 4% or $129,693 at 6%; with 100% employer match about $145,905 at 4% or $97,270 at 6%. |
| Tri Holdco Inc. | - | 297 | - | - | - |
| 2022 | 3 | 339 | $112,831,105 | $3,574,373 | $10,544iApproximate average salary by contribution assumption: employee only about $263,597 at 4% or $175,731 at 6%; with 50% employer match about $175,731 at 4% or $117,154 at 6%; with 100% employer match about $131,798 at 4% or $87,866 at 6%. |
| TRI HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | - | 284 | $92,677,660 | $1,585,880 | $5,584iApproximate average salary by contribution assumption: employee only about $139,602 at 4% or $93,068 at 6%; with 50% employer match about $93,068 at 4% or $62,045 at 6%; with 100% employer match about $69,801 at 4% or $46,534 at 6%. |
| Tri Holdco. Inc. 401(K) Plan | - | 339 | $20,153,445 | $1,988,493 | $5,866iApproximate average salary by contribution assumption: employee only about $146,644 at 4% or $97,763 at 6%; with 50% employer match about $97,763 at 4% or $65,175 at 6%; with 100% employer match about $73,322 at 4% or $48,881 at 6%. |
| Tri Holdco Inc. | - | 305 | - | - | - |
| 2021 | 2 | 325 | $23,084,834 | $3,214,883 | $9,892iApproximate average salary by contribution assumption: employee only about $247,299 at 4% or $164,866 at 6%; with 50% employer match about $164,866 at 4% or $109,911 at 6%; with 100% employer match about $123,649 at 4% or $82,433 at 6%. |
| Tri Holdco. Inc. 401(K) Plan | - | 317 | $23,084,834 | $3,214,883 | $10,142iApproximate average salary by contribution assumption: employee only about $253,540 at 4% or $169,026 at 6%; with 50% employer match about $169,026 at 4% or $112,684 at 6%; with 100% employer match about $126,770 at 4% or $84,513 at 6%. |
| Tri Holdco Inc. | - | 325 | - | - | - |
| 2020 | 2 | 287 | $19,080,860 | $1,635,444 | $5,698iApproximate average salary by contribution assumption: employee only about $142,460 at 4% or $94,974 at 6%; with 50% employer match about $94,974 at 4% or $63,316 at 6%; with 100% employer match about $71,230 at 4% or $47,487 at 6%. |
| Tri Holdco. Inc. 401(K) Plan | - | 287 | $19,080,860 | $1,635,444 | $5,698iApproximate average salary by contribution assumption: employee only about $142,460 at 4% or $94,974 at 6%; with 50% employer match about $94,974 at 4% or $63,316 at 6%; with 100% employer match about $71,230 at 4% or $47,487 at 6%. |
| Tri Holdco Inc. | - | 267 | - | - | - |
| 2019 | 2 | 255 | $8,335,150 | $1,261,019 | $4,945iApproximate average salary by contribution assumption: employee only about $123,629 at 4% or $82,420 at 6%; with 50% employer match about $82,420 at 4% or $54,946 at 6%; with 100% employer match about $61,815 at 4% or $41,210 at 6%. |
| Tri Holdco. Inc. 401(K) Plan | - | 235 | $8,335,150 | $1,261,019 | $5,366iApproximate average salary by contribution assumption: employee only about $134,151 at 4% or $89,434 at 6%; with 50% employer match about $89,434 at 4% or $59,623 at 6%; with 100% employer match about $67,075 at 4% or $44,717 at 6%. |
| Tri Holdco Inc. | - | 255 | - | - | - |
| 2018 | 5 | 240 | $5,742,465 | $1,015,120 | $4,230iApproximate average salary by contribution assumption: employee only about $105,742 at 4% or $70,494 at 6%; with 50% employer match about $70,494 at 4% or $46,996 at 6%; with 100% employer match about $52,871 at 4% or $35,247 at 6%. |
| Tri Holdco. Inc. 401(K) Plan | - | 240 | $5,742,465 | $1,015,120 | $4,230iApproximate average salary by contribution assumption: employee only about $105,742 at 4% or $70,494 at 6%; with 50% employer match about $70,494 at 4% or $46,996 at 6%; with 100% employer match about $52,871 at 4% or $35,247 at 6%. |
| TAXRESOURCES, INC. TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT PLAN | - | 0 | - | - | - |
| TAXRESOURCES, INC. VISION PLAN | - | 0 | - | - | - |
| TRI HOLDCO, INC. MEDICAL | - | 0 | - | - | - |
| TRI HOLDCO, INC. DENTAL | - | 0 | - | - | - |
| 2017 | 10 | 256 | $0 | $0 | - |
| TAXRESOURCES, INC. SHORT TERM DISABILITY INSURANCE PLAN | - | 53 | - | - | - |
| TAXRESOURCES, INC. TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT PLAN | - | 256 | - | - | - |
| TAXRESOURCES, INC. VISION PLAN | - | 119 | - | - | - |
| TRI HOLDCO, INC. MEDICAL | - | 246 | - | - | - |
| TRI HOLDCO, INC. DENTAL | - | 241 | - | - | - |
| TAXRESOURCES, INC. LONG TERM DISABILITY PLAN | - | 62 | - | - | - |
| TAXRESOURCES, INC. CANCER INSURANCE PLAN | - | 31 | - | - | - |
| TAXRESOURCES, INC. ACCIDENT INSURANCE PLAN | - | 44 | - | - | - |
| TAXRESOURCES, INC. CRITICAL ILLNESS INSURANCE PLAN | - | 31 | - | - | - |
| TAXRESOURCES, INC. SHORT THERM DISABILITY INSURANCE PLAN | - | 53 | - | - | - |