401(k) · DOL Form 5500 · 2022

Triumph Capital Group 401(k) 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
27th
Percentile by assets National rank
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Official DOL plan name: Triumph Capital Group, Inc. 401 (K) Plan · Sponsored by Triumph Capital Group 401(k) · Florida · Finance & Insurance

$1M in assets, N/A participants

Triumph Capital Group 401(k)'s Triumph Capital Group, Inc. 401 (K) Plan reported $1M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,699 in Finance & Insurance (9,261 peers)

Triumph Capital Group 401(k) multi-year trail

Triumph Capital Group 401(k)'s plans moved -33.1% in assets from 2022 to 2024; this filing shows Triumph Capital Group, Inc. 401 (K) Plan at $1M / N/A participants.

#1,699
in Finance & Insurance (9,261 peers)
-68.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Triumph Capital Group, Inc. 401 (K) Plan among the smaller filed plans by assets

Triumph Capital Group, Inc. 401 (K) Plan vs every filed plan by assets

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

$1,256,371 27th percentile higher than 27% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 043081875 · Triumph Capital Group 401(k) PY 2022 · 401(k)

Triumph Capital Group, Inc. 401 (K) Plan · $1M · N/A · 27th

  • VS-ST $1M
  • VS-ST N/A
  • VS-ST 27th
  • VS-ST 401(k)
  • VS-ST near Tdc 401(k) Plan
  • VS-ST ind #1699

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 Florida →

Triumph Capital Group, Inc. 401 (K) Plan in the asset neighbourhood

Triumph Capital Group, Inc. 401 (K) PlanTriumph Capital Group, Inc. …$1MTdc 401(k) Plan$1MJeffrey D. Baggett, Dds 401(k) PlanJeffrey D. Baggett, Dds 401(…$1MEllen Memorial, LLC Retirement Savings PlanEllen Memorial, LLC Retireme…$1MSputteretch Tech Inc. 401(k) PlanSputteretch Tech Inc. 401(k)…$1M
End-of-year total assets ($M) among Triumph Capital Group, Inc. 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Triumph Capital Group 401(k) multi-year asset trail

Sponsor-wide plan assets over time

All Triumph Capital Group 401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$841K 33.062526912830684% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $1.26M $0.84M ▼ -33.3%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $1M
2024 1 N/A $841K

Triumph Capital Group 401(k) filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$1M
Net Income-$3M
Employer EIN043081875
Plan Effective Date1990-03-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Triumph Capital Group, Inc. 401 (K) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Triumph Capital Group, Inc. 401 (K) Plan, Total assets ($B): 0.001256371 · Participants: 0Triumph Capital Group, Inc. 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
Triumph Capital Group, Inc. 401 (K) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Triumph Capital Group, Inc. 401 (K) Plan's closest out-of-state 401(k) peers by assets

Outside Florida, the nearest 401(k) by end-of-year assets is Tdc 401(k) Plan in MO at $1M (this filing: $1M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

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 Triumph Capital Group, Inc. 401 (K) Plan assets move in 2022?
Triumph Capital Group, Inc. 401 (K) Plan contracted severely - down 68.1% during 2022, from $4M to $1M. Reported net income was -$3M.
How have Triumph Capital Group 401(k) plan assets changed over time?
Across 3 plan years on file (2022-2024), Triumph Capital Group 401(k)'s sponsor-wide assets declined 33.1%, from $1M to $841K.
Which 401(k) plans are similar in size to Triumph Capital Group, Inc. 401 (K) Plan?
Among 401(k) plans in other states, the closest by assets is Tdc 401(k) Plan in MO ($1M, 116 participants).