401(k) · DOL Form 5500 · 2022

Trust Automation, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
104
Participants Small participant base
56th
Percentile by assets National rank
$63,962
Avg per participant Low balance/head
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Official DOL plan name: Trust Automation, Inc. 401(k) Profit Sharing Plan · Sponsored by Trust Automation, Inc. · California · Professional & Technical Services

$7M in assets, 104 participants

Trust Automation, Inc.'s Trust Automation, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,773 in Professional & Technical Services (21,562 peers)

Coverage in California

Trust Automation, Inc. 401(k) Profit Sharing Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $7M.

#11,773
in Professional & Technical Services (21,562 peers)
-7.4%
assets change YoY

The plan reported a net loss of $531K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trust Automation, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Trust Automation, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,652,076 Top 44% higher than 56% 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

Trust Automation, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trust Automation, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (104 participants).

Plan-year Form 5500 strip

Filing strip 770420691 · Trust Automation, Inc. PY 2022 · 401(k)

Trust Automation, Inc. 401(k) Profit Sharing Plan · $7M · 104 · 56th

  • NET $7M
  • NET 104
  • NET 56th
  • NET 401(k)
  • NET near Hmc Hospitality Group 401(k) Plan
  • NET ind #11773

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 Professional & Technical Services retirement plans → · Plans in California →

Trust Automation, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Trust Automation, Inc. 401(k) Profit Sharing PlanTrust Automation, Inc. 401(k…$7MHmc Hospitality Group 401(k) PlanHmc Hospitality Group 401(k)…$7MDcc/Kcc 401(k) Plan$7MTurrentine-Jackson-Morrow 401(k) P/S PlanTurrentine-Jackson-Morrow 40…$7MWinston Industries, LLC Employee Investment PlanWinston Industries, LLC Empl…$7M
End-of-year total assets ($M) among Trust Automation, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$531K
Employer EIN770420691
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trust Automation, Inc.)

Sponsor-wide plan assets over time

All Trust Automation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 59.053850256671744% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.65M $10.6M ▲ +59.1%
Year Plans Participants Total Assets
2022 1 104 $7M
2023 1 105 $8M
2024 1 116 $11M

Nearby 401(k) Plans in California

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

Trust Automation, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Trust Automation, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006652076 · Participants: 104Trust Automation, Inc. 401(k) Profit Sharing PlanWells 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
Trust Automation, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Trust Automation, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trust Automation, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hmc Hospitality Group 401(k) Plan in FL ($7M); by covered participants it is Able Communications Inc. 401(k) Plan in TX (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Trust Automation, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Trust Automation, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 7.4% during 2022, from $7M to $7M. Reported net income was -$531K.
How have Trust Automation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trust Automation, Inc.'s sponsor-wide assets grew 59.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Trust Automation, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hmc Hospitality Group 401(k) Plan in FL ($7M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Trust Automation, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Able Communications Inc. 401(k) Plan in TX (104 participants, $2M 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 770420691.

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.