401(k) · DOL Form 5500 · 2022

Trustbridge, Inc. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
1,133
Participants Near avg headcount
89th
Percentile by assets National rank
$52,952
Avg per participant Low balance/head
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Official DOL plan name: Trustbridge 401(k) Plan · Sponsored by Trustbridge, Inc. · Florida · Healthcare & Social Assistance

$60M in assets, 1,133 participants

Trustbridge, Inc.'s Trustbridge 401(k) Plan reported $60M in total assets and 1,133 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,255 in Healthcare & Social Assistance (20,060 peers)

Where Trustbridge 401(k) Plan sits by assets

Trustbridge 401(k) Plan sits in the top quartile of all filed plans by assets, $60M for 1,133 participants (~$52,952/participant), down 16.9% in 2022.

#18,255
in Healthcare & Social Assistance (20,060 peers)
-16.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trustbridge 401(k) Plan's outsized position by total assets

Trustbridge 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$59,994,481 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Trustbridge 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trustbridge 401(k) Plan lands in the large band (1,133 participants).

Form 5500 schedule snapshot

Filing strip 203974015 · Trustbridge, Inc. PY 2022 · 401(k)

Trustbridge 401(k) Plan · $60M · 1,133 · 89th

  • PART $60M
  • TYPE 1,133
  • NET 89th
  • BOOK 401(k)
  • VS-ST near Mark Andy, Inc. Employee Savings & Profit Sharing Plan
  • BOY ind #18255

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Trustbridge 401(k) Plan in the asset neighbourhood

Basys,Inc. 401(k) Retirement PlanBasys,Inc. 401(k) Retirement…$60MVimeo 401(k) Retirement Savings PlanVimeo 401(k) Retirement Savi…$60MTrustbridge 401(k) Plan$60MMark Andy, Inc. Employee Savings & Profit Sharing PlanMark Andy, Inc. Employee Sav…$60MDigeronimo Companies Retirement Saving Trust and PlanDigeronimo Companies Retirem…$60M
End-of-year total assets ($M) among Trustbridge 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$60M
Net Income-$12M
Employer EIN203974015
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustbridge, Inc.)

Sponsor-wide plan assets over time

All Trustbridge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 15.940792953938546% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $60M $69.6M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 1,133 $60M
2023 1 1,091 $66M
2024 1 1,055 $70M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trustbridge 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Trustbridge 401(k) Plan, Total assets ($B): 0.059994481 · Participants: 1133Trustbridge 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Trustbridge 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Trustbridge 401(k) Plan side-by-side with 3 peers →

Trustbridge 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mark Andy, Inc. Employee Savings & Profit Sharing Plan in MO ($60M); by covered participants it is Livingston International, Inc. 401(k) Retirement Savings Plan in IL (1,133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,133 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.

Frequently Asked Questions

How did Trustbridge 401(k) Plan assets move in 2022? ▼
Trustbridge 401(k) Plan declined sharply - down 16.9% during 2022, from $72M to $60M. Reported net income was -$12M.
How have Trustbridge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustbridge, Inc.'s sponsor-wide assets grew 15.9%, from $60M to $70M.
Where does Trustbridge 401(k) Plan rank by assets among Form 5500 filers? ▼
Trustbridge 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trustbridge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mark Andy, Inc. Employee Savings & Profit Sharing Plan in MO ($60M, 389 participants).
Which 401(k) plans cover a similar participant headcount to Trustbridge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Livingston International, Inc. 401(k) Retirement Savings Plan in IL (1,133 participants, $87M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203974015.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.