401(k) · DOL Form 5500 · 2022

Triumph, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
88
Participants Small participant base
41st
Percentile by assets National rank
$35,775
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of Triumph, Inc. · Sponsored by Triumph, Inc. · Massachusetts · Healthcare & Social Assistance

$3M in assets, 88 participants

Triumph, Inc.'s 403(b) Thrift Plan of Triumph, Inc. reported $3M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #9,060 in Healthcare & Social Assistance (20,060 peers)

Triumph, Inc. multi-year trail

Triumph, Inc.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Triumph, Inc. at $3M / 88 participants.

#9,060
in Healthcare & Social Assistance (20,060 peers)
-15.4%
assets change YoY

The plan reported a net loss of $574K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Triumph, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Triumph, Inc. vs every filed plan by assets

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

$3,148,195 41st percentile higher than 41% 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

403(b) Thrift Plan of Triumph, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Triumph, Inc. is a small filing (88 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 042394012 · Triumph, Inc. PY 2022 · 401(k)

403(b) Thrift Plan of Triumph, Inc. · $3M · 88 · 41st

  • TYPE $3M
  • TYPE 88
  • TYPE 41st
  • TYPE 401(k)
  • TYPE near Institute for Lean Systems, LLC 401(k) Plan
  • TYPE ind #9060

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

403(b) Thrift Plan of Triumph, Inc. in the asset neighbourhood

403(b) Thrift Plan of Triumph, Inc.403(b) Thrift Plan of Triump…$3MInstitute for Lean Systems, LLC 401(k) PlanInstitute for Lean Systems, …$3MHorizon Carpentry 401(k) Plan$3MSkana Aluminum Company 401(k) Retirement Plan Retirement PlanSkana Aluminum Company 401(k…$3MNucci Bros. Pool Supplies, Inc. 401(k) PlanNucci Bros. Pool Supplies, I…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of Triumph, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Triumph, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Triumph, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.04472721670672% vs 2022
2024 filing year
$3M$3.5M$4M 202220232024 $3.15M $3.84M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 88 $3M
2023 1 64 $4M
2024 1 111 $4M

Triumph, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$574K
Employer EIN042394012
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

403(b) Thrift Plan of Triumph, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants 403(b) Thrift Plan of Triumph, Inc., Total assets ($B): 0.003148195 · Participants: 88403(b) Thrift Plan of Triumph, Inc.Fidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
403(b) Thrift Plan of Triumph, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare 403(b) Thrift Plan of Triumph, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Triumph, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Institute for Lean Systems, LLC 401(k) Plan in KY ($3M); by covered participants it is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 403(b) Thrift Plan of Triumph, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Triumph, Inc. declined sharply - down 15.4% during 2022, from $4M to $3M. Reported net income was -$574K.
How have Triumph, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Triumph, Inc.'s sponsor-wide assets grew 22.0%, from $3M to $4M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Triumph, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Institute for Lean Systems, LLC 401(k) Plan in KY ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Triumph, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 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 042394012.

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.