401(k) · DOL Form 5500 · 2022

Trm Mgmt Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
36th
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Trm Management 401(k) Trust · Sponsored by Trm Mgmt Inc · California · Finance & Insurance

$2M in assets, 1 participants

Trm Mgmt Inc's Trm Management 401(k) Trust reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,284 in Finance & Insurance (9,261 peers)

Trm Mgmt Inc multi-year trail

Trm Mgmt Inc's plans moved +20.3% in assets from 2022 to 2024; this filing shows Trm Management 401(k) Trust at $2M / 1 participant.

#2,284
in Finance & Insurance (9,261 peers)
-61.3%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trm Management 401(k) Trust's mid-pack asset rank among Finance & Insurance and all filers

Trm Management 401(k) Trust vs every filed plan by assets

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

$2,367,911 36th percentile higher than 36% 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

Trm Management 401(k) Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trm Management 401(k) Trust is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 852813397 · Trm Mgmt Inc PY 2022 · 401(k)

Trm Management 401(k) Trust · $2M · 1 · 36th

  • VS-ST $2M
  • BOY 1
  • SCH 36th
  • EBSA 401(k)
  • PART near Quadrus Corporation 401(k) Plan
  • TYPE ind #2284

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 Finance & Insurance retirement plans → · Plans in California →

Trm Management 401(k) Trust in the asset neighbourhood

Trm Management 401(k) Trust$2MQuadrus Corporation 401(k) PlanQuadrus Corporation 401(k) P…$2MApi Group 401(k) Plan$2MGrand Lodge of Free and Accepted Masons of Pennsylvania 401(k) PlanGrand Lodge of Free and Acce…$2MAccruepartners, Inc. 401(k) Profit Sharing Plan and TrustAccruepartners, Inc. 401(k) …$2M
End-of-year total assets ($M) among Trm Management 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Trm Mgmt Inc multi-year asset trail

Sponsor-wide plan assets over time

All Trm Mgmt Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.263177121099567% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.37M $2.85M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $3M
2024 1 1 $3M

Trm Mgmt Inc filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$2M
Net Income-$4M
Employer EIN852813397
Plan Effective Date2020-09-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Trm Management 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Trm Management 401(k) Trust, Total assets ($B): 0.002367911 · Participants: 1Trm Management 401(k) TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Trm Management 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Trm Management 401(k) Trust side-by-side with 3 peers →

Trm Management 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Quadrus Corporation 401(k) Plan in AL ($2M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Trm Management 401(k) Trust assets move in 2022? ▼
Trm Management 401(k) Trust contracted severely - down 61.3% during 2022, from $6M to $2M. Reported net income was -$4M.
How have Trm Mgmt Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trm Mgmt Inc's sponsor-wide assets grew 20.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Trm Management 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Quadrus Corporation 401(k) Plan in AL ($2M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Trm Management 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 852813397.

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.