How big is Tri-Oak's plan?

Tri-Oak's plan reported $641 in assets and 8 participants for 2024.

Original filing (PDF)20250729141744NAL0004876256001

Tri-Oak

Name: Tri-Oak — Tri-Oak SOCA Benefit Plan, Form 5500 (2024)
Creator: Tri-Oak
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri-Oak SOCA Benefit Plan

Health & welfare plan · Tri-Oak's Tri-Oak SOCA Benefit Plan held $641 in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$641

Net assets (EOY)

$227

People on this filing

Matt Appenzeller signed Tri-Oak's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tri-Oak's EIN is 92-2940873.

EIN 92-2940873

Plan number 501

Plan year 2024

ACK ID 20250729141744NAL0004876256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tri-Oak from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tri-Oak's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRI-OAK.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

TRI-OAK

EIN

all filings

Address

5747 PERIMETER DRIVE STE 240 · DUBLIN, OH · 43017

Phone

(614) 956-4182

Industry

Construction

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-02-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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