401(k) · DOL Form 5500 · 2022
Trau & Loevner, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 50
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $120,381
- Avg per participant Near avg balance/head
Official DOL plan name: Trau & Loevner, Inc. 401(k) Profit Sharing Plan · Sponsored by Trau & Loevner, Inc. · Pennsylvania · Manufacturing
$6M in assets, 50 participants
Trau & Loevner, Inc.'s Trau & Loevner, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #8,040 in Manufacturing (20,602 peers)
2022 asset change
Trau & Loevner, Inc. 401(k) Profit Sharing Plan pulled back noticeably 14.5% in 2022 ($7M → $6M) for 50 participants.
- #8,040
- in Manufacturing (20,602 peers)
- -14.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trau & Loevner, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
Trau & Loevner, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,019,030 Top 46% higher than 54% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Trau & Loevner, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trau & Loevner, Inc. 401(k) Profit Sharing Plan is a small filing (50 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 251848947 · Trau & Loevner, Inc. PY 2022 · 401(k)
Trau & Loevner, Inc. 401(k) Profit Sharing Plan · $6M · 50 · 54th
- EOY $6M
- 5500 50
- ASSETS 54th
- PCT 401(k)
- EIN near Keysource 401(k) Plan
- RANK ind #8040
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 Manufacturing retirement plans → · Plans in Pennsylvania →
Trau & Loevner, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 251848947 |
| Plan Effective Date | 1956-06-30 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Trau & Loevner, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Keysource 401(k) Plan in OH ($6M); by covered participants it is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Keysource 401(k) Plan (OH) $6M · 167
- Elkhart Hourly Employees Retirement Savings Plan (MO) $6M · 86
- Kent Security 401(k) Plan (FL) $6M · 952
- Condon Companies Savings & Retirement Plan (WI) $6M · 194
Similar participant headcount
Nearest other-state filings by covered participants (50 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.