401(k) · DOL Form 5500 · 2022

Trafon Group, Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
164
Participants Small participant base
25th
Percentile by assets National rank
$6,181
Avg per participant Low balance/head
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Official DOL plan name: Trafon Group Retirement Plan · Sponsored by Trafon Group, Inc · Puerto Rico · Professional & Technical Services

$1M in assets, 164 participants

Trafon Group, Inc's Trafon Group Retirement Plan reported $1M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,602 in Professional & Technical Services (21,562 peers)

Trafon Group, Inc multi-year trail

Trafon Group, Inc's plans moved +21.5% in assets from 2022 to 2024; this filing shows Trafon Group Retirement Plan at $1M / 164 participants.

#4,602
in Professional & Technical Services (21,562 peers)
+7.1%
assets growth YoY

Trafon Group Retirement Plan among the smaller filed plans by assets

Trafon Group Retirement Plan vs every filed plan by assets

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

$1,013,648 25th percentile higher than 25% 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

Trafon Group Retirement 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. Trafon Group Retirement Plan sits mid-pack in the medium band (164 participants).

DOL schedule card

Filing strip 660564639 · Trafon Group, Inc PY 2022 · 401(k)

Trafon Group Retirement Plan · $1M · 164 · 25th

  • BOY $1M
  • BOY 164
  • BOY 25th
  • BOY 401(k)
  • BOY near Smith & Bailey Dental, LLC 401(k) Plan
  • BOY ind #4602

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 Puerto Rico →

Trafon Group Retirement Plan in the asset neighbourhood

Trafon Group Retirement Plan$1MSmith & Bailey Dental, LLC 401(k) PlanSmith & Bailey Dental, LLC 4…$1MNorthern Supply Corp. 401(k) PlanNorthern Supply Corp. 401(k)…$1MDehart Recycling Equipment Inc 401(k) Profit Sharing Plan & TrustDehart Recycling Equipment I…$1MConsumer Insights Inc 401(k) Profit Sharing Plan & TrustConsumer Insights Inc 401(k)…$1M
End-of-year total assets ($M) among Trafon Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Trafon Group, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Trafon Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 21.46208545767367% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.01M $1.23M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 164 $1M
2023 1 192 $1M
2024 1 182 $1M

Trafon Group, Inc filing trail (2022)

Total Assets (Beginning of Year)$947K
Net Assets (End of Year)$1M
Net Income$59K
Employer EIN660564639
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Trafon Group Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Trafon Group Retirement Plan, Total assets ($M): 1.013648 · Participants: 164Trafon Group Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.719328 · Participants: 99Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 199.441427 · Participants: 680Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 173.134958 · Participants: 1776Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 126.787407 · Participants: 806Popular, Inc. USA 401(k) Savings & Investment PlanFirst Bank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 118.043413 · Participants: 2767First Bank 401(k) Retirement Plan for Residents of Puerto Rico
Trafon Group Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Trafon Group Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest 401(k) by assets is Smith & Bailey Dental, LLC 401(k) Plan in AL ($1M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Trafon Group Retirement Plan assets move in 2022? ▼
Trafon Group Retirement Plan grew at a solid clip - up 7.1% during 2022, from $947K to $1M. Reported net income was $59K.
How have Trafon Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trafon Group, Inc's sponsor-wide assets grew 21.5%, from $1M to $1M.
Where does Trafon Group Retirement Plan rank by assets among Form 5500 filers? ▼
Trafon Group Retirement Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Trafon Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith & Bailey Dental, LLC 401(k) Plan in AL ($1M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Trafon Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants, 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 660564639.

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.