401(k) · DOL Form 5500 · 2022

Trinity Consultants, Inc. 401(k) Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
726
Participants Near avg headcount
95th
Percentile by assets National rank
$203,476
Avg per participant Above avg balance/head
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Official DOL plan name: Trinity Consultants, Inc. Capital Accumulation Plan and Trust · Sponsored by Trinity Consultants, Inc. · Texas · Professional & Technical Services

$148M in assets, 726 participants

Trinity Consultants, Inc.'s Trinity Consultants, Inc. Capital Accumulation Plan and Trust reported $148M in total assets and 726 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #20,625 in Professional & Technical Services (21,562 peers)

Where Trinity Consultants, Inc. Capital Accumulation Plan and Trust sits by assets

Trinity Consultants, Inc. Capital Accumulation Plan and Trust sits in the top 5% of all filed plans by assets, $148M for 726 participants (~$203,476/participant), down 12.1% in 2022.

#20,625
in Professional & Technical Services (21,562 peers)
-12.1%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trinity Consultants, Inc. Capital Accumulation Plan and Trust's outsized position by total assets

Trinity Consultants, Inc. Capital Accumulation Plan and Trust vs every filed plan by assets

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

$147,723,733 Top 5% higher than 95% 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

Trinity Consultants, Inc. Capital Accumulation Plan and Trust 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. Trinity Consultants, Inc. Capital Accumulation Plan and Trust sits mid-pack in the medium band (726 participants).

Form 5500 schedule snapshot

Filing strip 751685884 · Trinity Consultants, Inc. PY 2022 · 401(k)

Trinity Consultants, Inc. Capital Accumulation Plan and Trust · $148M · 726 · 95th

  • TYPE $148M
  • TYPE 726
  • TYPE 95th
  • TYPE 401(k)
  • TYPE near United Anesthesia Services, P.C. 401(k) Plan
  • TYPE ind #20625

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 Texas →

Trinity Consultants, Inc. Capital Accumulation Plan and Trust in the asset neighbourhood

United Anesthesia Services, P.C. 401(k) PlanUnited Anesthesia Services, …$148MTrinity Consultants, Inc. Capital Accumulation Plan and TrustTrinity Consultants, Inc. Ca…$148MWarren Averett Companies, LLC Profit Sharing PlanWarren Averett Companies, LL…$148MAssociated Food Stores, Inc. 401(k) Plan and TrustAssociated Food Stores, Inc.…$148MRenaissance Learning, Inc. 401(k) Savings PlanRenaissance Learning, Inc. 4…$148M
End-of-year total assets ($M) among Trinity Consultants, Inc. Capital Accumulation Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$168M
Net Assets (End of Year)$148M
Net Income-$29M
Employer EIN751685884
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trinity Consultants, Inc.)

Sponsor-wide plan assets over time

All Trinity Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 59.531872918483586% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $148M $236M ▲ +59.5%
Year Plans Participants Total Assets
2022 1 726 $148M
2023 1 927 $185M
2024 1 1,265 $236M

Nearby 401(k) Plans in Texas

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

Trinity Consultants, Inc. Capital Accumulation Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Trinity Consultants, Inc. Capital Accumulation Plan and Trust, Total assets ($B): 0.147723733 · Participants: 726Trinity Consultants, Inc. Capital Accumulation Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Trinity Consultants, Inc. Capital Accumulation Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Trinity Consultants, Inc. Capital Accumulation Plan and Trust side-by-side with 3 peers →

Trinity Consultants, Inc. Capital Accumulation Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is United Anesthesia Services, P.C. 401(k) Plan in PA ($148M); by covered participants it is Railpros, Inc. 401(k) Profit Sharing Plan and Trust in CA (726 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (726 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 Trinity Consultants, Inc. Capital Accumulation Plan and Trust assets move in 2022? ▼
Trinity Consultants, Inc. Capital Accumulation Plan and Trust pulled back noticeably - down 12.1% during 2022, from $168M to $148M. Reported net income was -$29M.
How have Trinity Consultants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trinity Consultants, Inc.'s sponsor-wide assets grew 59.5%, from $148M to $236M.
Where does Trinity Consultants, Inc. Capital Accumulation Plan and Trust rank by assets among Form 5500 filers? ▼
Trinity Consultants, Inc. Capital Accumulation Plan and Trust ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Trinity Consultants, Inc. Capital Accumulation Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is United Anesthesia Services, P.C. 401(k) Plan in PA ($148M, 431 participants).
Which 401(k) plans cover a similar participant headcount to Trinity Consultants, Inc. Capital Accumulation Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Railpros, Inc. 401(k) Profit Sharing Plan and Trust in CA (726 participants, $29M 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 751685884.

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.