Plan Ledger DOL Form 5500 · updated monthly

Tri Pointe Homes Holdings, Inc.401(k)

TRI POINTE GROUP 401(K) PROFIT SHARING PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.22%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Tri Pointe Homes Holdings, Inc. reported $381,695 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $3,575 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.26% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 587th-largest of 9,483 plans among California employers on file, and the 357th of 5,337 in construction. In 2024, employees put in $2.92 for every $1.00 the employer contributed; active participation has grown from 1,456 to 1,642 since 2022.

Plan summary
Net assets, end of year$191,115,986
Participants with balances2,269
Active participants1,642
Employer contributions$5,870,659
Employee contributions$17,120,704
Employer contribution per active participant$3,575
Average account balance$84,229
Benefits paid to participants$11,772,221
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$191.1M · 2,269 accts · $5.9M emplr
2023$153.9M · 2,015 accts · $4.8M emplr
2022$124.2M · 2,031 accts · $4.8M emplr
The Tri Pointe Homes Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,575
Median for plans this size$3,635
2024$3,575 per active participant
2023$3,407 per active participant
2022$3,305 per active participant

Tri Pointe Homes Holdings, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$204,274
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$90,000
VANGUARD ADVISERS INC. · Investment advisory (participants)$48,245
CREATIVE PLANNING · Investment advisory (plan)$27,276
WINDES · Accounting / audit$16,300

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$381,695 · 0.22%
2023$389,609 · 0.28%
2022$340,226 · 0.26%
Same employer
Similar plansConstruction · California
Southland Industries CA$211.8M · 0.23%
Prs Holdings, Inc. CA$193.1M · 0.00%
Rosendin Electric CA$186.5M · 0.04%
Helix Electric, Inc. CA$179.2M · 0.24%
Griffith Company CA$173.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273201111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.