Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

TRUMPET BEHAVIORAL HEALTH 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUMPET BEHAVIORAL HEALTH

This Profit Sharing plan holds $6M in total assets and serves 638 participants as of 2022. It is sponsored by TRUMPET BEHAVIORAL HEALTH in Colorado. The plan reported a net loss of $1M for the year.

Total Assets (2023)
$6M
Participants
638
State
Industry
Healthcare & Social Assistance

What the Filing Says About TRUMPET BEHAVIORAL HEALTH 401(K) PLAN

TRUMPET BEHAVIORAL HEALTH 401(K) PLAN is a Profit Sharing retirement plan sponsored by TRUMPET BEHAVIORAL HEALTH, headquartered in Colorado. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 638 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 264753045, and the plan has been effective since 2009-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2022 to $6M at year-end — a decline of 19.8%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-1,406,188 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-1,406,188
Plan TypeProfit Sharing
Employer EIN264753045
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUMPET BEHAVIORAL HEALTH)

Year Plans Participants Total Assets
2022 1 638 $6M
2023 2 1,666 $6M

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the TRUMPET BEHAVIORAL HEALTH 401(K) PLAN?
As of the 2022 Form 5500 filing, TRUMPET BEHAVIORAL HEALTH 401(K) PLAN holds $6M in total assets with 638 participants. It is sponsored by TRUMPET BEHAVIORAL HEALTH.
What type of plan is TRUMPET BEHAVIORAL HEALTH 401(K) PLAN?
TRUMPET BEHAVIORAL HEALTH 401(K) PLAN is a Profit Sharing plan. It has been effective since 2009-09-01. The plan is filed with the U.S. Department of Labor under EIN 264753045.
Who sponsors the TRUMPET BEHAVIORAL HEALTH 401(K) PLAN?
TRUMPET BEHAVIORAL HEALTH 401(K) PLAN is sponsored by TRUMPET BEHAVIORAL HEALTH, located in Colorado. The sponsor's EIN is 264753045 and the plan operates in the Healthcare & Social Assistance industry.
How did TRUMPET BEHAVIORAL HEALTH 401(K) PLAN perform in 2022?
TRUMPET BEHAVIORAL HEALTH 401(K) PLAN declined by 19.8% during 2022, moving from $7M to $6M in total assets. Net income was $-1,406,188.
Where can I find official filings for TRUMPET BEHAVIORAL HEALTH 401(K) PLAN?
Official Form 5500 filings for TRUMPET BEHAVIORAL HEALTH 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 264753045 or plan name at efast.dol.gov.
How does TRUMPET BEHAVIORAL HEALTH 401(K) PLAN compare to other plans?
You can compare TRUMPET BEHAVIORAL HEALTH 401(K) PLAN against other Profit Sharing plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 264753045.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.