401(k) · DOL Form 5500 · 2022
North Trail Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $202K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $100,977
- Avg per participant Below avg balance/head
Official DOL plan name: North Trail Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by North Trail Investments, Inc. · Texas · Transportation & Warehousing
$202K in assets, 2 participants
North Trail Investments, Inc.'s North Trail Investments, Inc. 401(k) Profit Sharing Plan reported $202K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.
- #386 in Transportation & Warehousing (3,876 peers)
North Trail Investments, Inc. multi-year trail
North Trail Investments, Inc.'s plans moved -99.8% in assets from 2022 to 2024; this filing shows North Trail Investments, Inc. 401(k) Profit Sharing Plan at $202K / 2 participants.
- #386
- in Transportation & Warehousing (3,876 peers)
- -3.4%
- assets change YoY
The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
North Trail Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
North Trail Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$201,953 11th percentile higher than 11% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
North Trail Investments, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Trail Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 871910801 · North Trail Investments, Inc. PY 2022 · 401(k)
North Trail Investments, Inc. 401(k) Profit Sharing Plan · $202K · 2 · 11th
- NET $202K
- BOOK 2
- VS-ST 11th
- BOY 401(k)
- SCH near Grow Through Life Counseling Inc. 401(k) Plan
- EBSA ind #386
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 Transportation & Warehousing retirement plans → · Plans in Texas →
North Trail Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
North Trail Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All North Trail Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $473 99.76578708907519% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $202K |
| 2023 | 1 | 3 | $118K |
| 2024 | 1 | 3 | $473 |
North Trail Investments, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $209K |
|---|---|
| Net Assets (End of Year) | $202K |
| Net Income | -$7K |
| Employer EIN | 871910801 |
| Plan Effective Date | 2021-07-29 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
North Trail Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Grow Through Life Counseling Inc. 401(k) Plan in CA ($202K); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($202K here).
- Grow Through Life Counseling Inc. 401(k) Plan (CA) $202K · 32
- Fresh & Ready Foods Retirement Program (IL) $202K · 482
- Control Freak, Inc. 401(k) Profit Sharing Plan (NC) $202K · 5
- Wehmer 401(k) Plan and Trust (IL) $202K · 6
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.